Senior Mergers & Acquisitions Analyst | Dallas, TX

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Analyst for our Mergers & Acquisitions Team in Dallas, TX. This candidate will join a highly talented team of investment professionals that support the firm’s merger and acquisitions efforts, as well as other strategic finance projects for the executive leadership team. The candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s employees and clients.

Responsibilities

• Supporting key analysis for strategic finance needs for Beacon Pointe’s Executive Leadership Team as part of our strategic growth plans within M&A and for other key projects for the firm
• Analysis of Target’s Financials
  • Working with Target to normalize P&L for non-recurring expenses, owner-expenses, the Beacon Pointe compensation model, and run-rate performance to arrive at a valuation EBITDA
• Seller Proceeds Analysis
  • Comparing the illustrative proceeds a Seller would receive in a status quo scenario vs. a merger with Beacon Pointe
  • Assess compensation under the Beacon Pointe advisor compensation model for non-partner wealth advisors
• Attending management meetings / diligence sessions with Target
• Managing the M&A pipeline
• Organizing data rooms with Targets
• Performing diligence analyses on Targets
• Coordinating QofE process with 3rd party advisors
• Helping to prepare bid letters
• Preparing closing funds flow workbooks
• Pro forma covenant / leverage analyses
• Performance tracking and budgeting coordination with CFO / Controller (earnout and bonus calculations)
• Pre- and post-close integration efforts
• Other ad-hoc analyses to support M&A efforts

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.