Transaction Advisory Intern - Summer 2027

MarshBerryWoodmere, OH
Hybrid

About The Position

MarshBerry, a subsidiary of Lincoln International, is seeking a Transaction Advisory Intern to join their team for Summer 2027. The company fosters a people-first, fast-paced, and collaborative culture with ample opportunities for growth. MarshBerry's success is attributed to the trust clients place in its professionals, and all colleagues contribute to cultivating these trusted relationships. The company provides an environment for employees to learn, improve, and achieve their career goals, offering competitive benefits, hybrid work schedules, and new challenges. The Transaction Advisory Intern will support buy-side transaction advisory, including pre-LOI vetting, quality of earnings analysis, working capital calculations, financial due diligence, and operational risk assessments. The intern will also handle ad hoc data and research requests.

Requirements

  • Students pursuing a Bachelor’s Degree in Finance or Accounting at the Senior level.
  • Highly proficient with technology; Microsoft Excel, Word, PowerPoint, and Outlook.
  • Working knowledge of financial statements, and financial and accounting data.
  • Strong analytical and problem-solving skills.
  • Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
  • Exceptional organization skills and ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
  • Must be legally authorized to work in the United States without requiring sponsorship now or in the future.

Responsibilities

  • Collaborates as a member of project teams in fulfillment of transaction advisory engagements, including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
  • Analyze data from client financial statements and enter it into MarshBerry models.
  • Convert data from various formats into standardized format and chart of accounts.
  • Complete projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously.
  • Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
  • Any other special projects, tasks or duties as assigned.

Benefits

  • competitive benefits
  • hybrid work schedules
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