Summer M&A Associate

WittKieffer

1d • Remote

About The Position

WittKieffer, a leadership advisory firm, is evaluating the acquisition of a complementary lower-middle market professional services firm. This transaction is significant for the firm's growth strategy. They are seeking a high-caliber MBA candidate with investment banking or corporate finance experience to join the deal team as a Summer M&A Associate. This role offers direct involvement in financial modeling, due diligence, deal execution, and integration planning, providing real M&A experience on a live transaction with executive leadership exposure.

Requirements

• Bachelor's degree in Finance/Accounting
• Current MBA student or recent MBA graduate at a top-tier program.
• Prior experience in investment banking or corporate finance/development.
• Proven ability to independently build and operate complex financial models.
• Strong accounting knowledge.
• Exceptional attention to detail and analytical rigor.
• Collaborative and proactive communicator, along with strong sense of personal accountability.
• Ability to thrive in a fast paced, ambiguous environment with limited direction.

Nice To Haves

• Cross-border (including IFRS) experience preferred but not required.

Responsibilities

• Build, refine, and pressure test integrated pro forma financial models and structuring scenarios.
• Conduct detailed valuation analyses using multiple valuation frameworks and reference models (e.g., comparable company and transaction analyses).
• Analyze historical financial statements, quality of earnings, and forecasts.
• Develop sensitivity analyses across key assumptions (e.g., revenue growth, productivity, margins).
• Perform accretion/dilution analyses.
• Identify, analyze, and scope synergy opportunities from cost and revenue perspectives, together with actions required for achievement.
• Organize, intake, and conduct initial analysis of diligence materials.
• Identify data inconsistencies, gaps, and areas requiring further investigation.
• Contribute to process management through diligence tracking and synthesize outputs for leadership review.
• Prepare internal presentations and materials for executive and board-level discussions.
• Coordinate with external buy-side advisors (banking, legal, tax) and sell-side advisors on data requests and deliverables.
• Benchmark market comparables and analyze industry trends.
• Support scenario modeling for integration planning and post-close value creation.

Benefits

• Equal employment opportunities to all employees and applicants.
• Will recruit, employ, train, promote and compensate our employees without regard to race, religion, creed, color, national origin, citizenship, gender, pregnancy, military status, age, marital status, sexual orientation, sexual identity, disability or any other personal characteristic protected by applicable federal, state or local law.
• Will endeavor to make reasonable accommodation, as required by law, for qualified individuals with known disabilities or religious practices unless doing so would result in an undue hardship on the operation of our business.
• 100% employee owned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level