Demo

Senior Mergers & Acquisitions Analyst

Beacon Pointe Advisors
Addison, TX Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 5/26/2025

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
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Senior Mergers & Acquisitions Analyst?

    Sign up to receive alerts about other jobs on the Senior Mergers & Acquisitions Analyst career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $146,789 - $201,333
    Income Estimation: 
    $192,804 - $270,180
    Income Estimation: 
    $146,789 - $201,333
    Income Estimation: 
    $192,804 - $270,180
    Income Estimation: 
    $235,128 - $331,506
    Income Estimation: 
    $333,700 - $566,098
    Income Estimation: 
    $82,022 - $115,803
    Income Estimation: 
    $114,555 - $156,851
    Income Estimation: 
    $114,555 - $156,851
    Income Estimation: 
    $146,789 - $201,333
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Beacon Pointe Advisors

    Beacon Pointe Advisors
    Hired Organization Address Roseland, NJ Full Time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advi...
    Beacon Pointe Advisors
    Hired Organization Address Waltham, MA Full Time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advi...
    Beacon Pointe Advisors
    Hired Organization Address New York, NY Full Time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service ...
    Beacon Pointe Advisors
    Hired Organization Address Newport, CA Full Time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe as a Manager, overseeing the Strateg...

    Not the job you're looking for? Here are some other Senior Mergers & Acquisitions Analyst jobs in the Addison, TX area that may be a better fit.

    Senior Mergers & Acquisitions Analyst

    Beacon Pointe, Dallas, TX

    Senior Mergers & Acquisitions Analyst

    Beacon Pointe Advisors LLC, Dallas, TX

    AI Assistant is available now!

    Feel free to start your new journey!