What are the responsibilities and job description for the M&A Associate position at Beacon Oral Specialists?
Job Title: M&A Associate
Job Location: 12770 Merit Dr., Suite 800, Dallas, TX 75251
Job Type: Fulltime
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Summary:
As an analyst, you will work on client projects as part of a team and be responsible for problem-solving. You will play a key role in gathering and analyzing data, discussions with clients, and contributing to the team’s recommendations for acquisitions
Key Responsibilities:
- Conduct research and business analysis of healthcare companies, focused on oral surgery.
- Assist team in NDA creation, creating questions for potential acquisition targets, lead data gathering and analysis (including creating an income statement and understanding key balance sheet items)
- Creating diligence questions based on data received and identifying missing information to prepare a business case for the investment committee.
- Lead live deal execution in a team environment. Includes data room management, diligence list creation, diligence gathering, managing workstreams for third party diligence vendors. Detailed process and support will be provided to create a foundation. Strong candidates will demonstrate an ability to learn and lead the process in 3-4 months.
- Support data analysis for internal consumption – market data trends, EBITDA trends by acquisition, acquisition pipeline reporting using a CRM utilized by the team.
- Assist in weekly meetings with investment committee
- Identify issues and help form hypotheses and solutions to address client questions.
- Work with the team to synthesize findings and refine recommendations.
- Develop and edit slide presentations or other communications to clearly convey insights and recommendations of the team.
- Monitor important developments, initiatives, news, legislation, corporation activities related to M&A transactions.
- Support in the preparation of marketing documents for M&A transactions (e.g. Memorandum of Information, Management Presentations, etc.).
- Surgeon/sell side interaction and management.
- Private investment committee participation & exposure.
- Selectively participating in oral surgery committee meetings around the country.
- Assist in the elaboration of financial valuations (LBO, DCF).
- Assist in the preparation of business proposals, presentations, and marketing materials.
Required Qualifications:
- Healthcare or related M&A experience is required.
- Experience in investment banking, private equity, or valuation verticals is required.
- Excellent proficiency and experience with Microsoft Office (intermediate Excel and basic PowerPoint are a must).
- Strong analytical and organizational skills
- Strong attention to detail.
- Excellent communication, time management, and organizational skills.
- Ability to work with teams, and independently to prioritize tasks.
- Strong finance basis and company valuation techniques.
Preferred Qualifications:
- MBA preferred, but not required
Schedule:
- Workload varies and may require evenings / weekends
- Hybrid role
Benefits:
- 401(k) Matching
- Bonus Structure
- Dental Insurance
- Health Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Referral Program
Special Requirements:
- Physical requirements include driving, flying, sitting, and standing for extended periods of time.
- Ability to sit/stand for long periods of time
- Ability to read and comprehend information, written or on a computer screen
- This is not an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. Management may require that other or different tasks be performed as assigned.
Beacon Oral Specialists Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
