The firm primarily operates on the buy-side, representing large public and private enterprises in designing and executing acquisition strategies. Additionally, the firm represents a select number of family-owned companies each year in the sale of all or part of their businesses. Founded in 1998, the firm has completed more than $14 billion in transactions across 30+ states and Canada.
Our client is seeking an analytically sharp Senior Associate to join its Deal Intelligence & Research team, which currently operates as a four-person team and plans to grow in the near term. This role is responsible for:
Understanding a client’s acquisition strategy and then identifying suitable prospects that fit within that strategy.
Qualifying prospects based on size, service lines, potential legal issues, ownership structure, and other pertinent information necessary to paint a larger picture of how that company would fit within the client’s company.
Investigating “rabbit holes” that might give specific details about a particular prospect.
Creating detailed and easily readable research packets to disseminate to senior members of the team or executives at one of the client companies.
Performing industry-wide or macro-economic analysis to identify tangential opportunities that clients may not be considering.
Finding and qualifying potential buyers for sell-side clients, including strategic, financial, and family-office buyers.
Reporting to and collaborating with members of other teams within the company, including senior leadership, business development, deal analysis and execution, and other members of the intelligence team.
This role is primarily focused on analyzing qualitative factors and does not involve financial modeling or valuation. Intelligence projects are completed using a combination of internet research, AI prompts, and private databases (such as Capital IQ and Grata). While it has the potential to be client-facing, it is mainly an internal role.
Technical Skills
2-4 years of experience in an analytical-type role that involves pulling together information and then using that information to make a strategic decision to do something or not to do something. While not necessarily required, having this work focused on finance is a significant plus.
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Experience using Microsoft Excel, PowerPoint, and Word.
Experience using AI models such as ChatGPT, Claude, or Perplexity to identify information, stress-test that information, and then arrange that information into an acceptable format.
While not required, exposure to construction, power generation, engineering, or data centers is a significant plus.
Soft Skills
Be able to think strategically to actively assess how well a prospect, idea, or tactic fits in with the bigger picture, which may change quickly.
Strong ability to retain and recall information and synthesize new data with old to drive decision-making.
Candidate should be able to clearly and coherently articulate ideas, information, and suggestions to coworkers and clients.
The individual should be a detail-oriented worker who can work autonomously to manage their workload and meet deadlines.
REPORTING STRUCTURE
The Senior Associate will report directly to the Head of Intelligence, and will have additional exposure to other members of the senior leadership team.
LOCATION & WORK ARRANGEMENT
This is currently an in-office role and is expected to remain in-office for the foreseeable future. The offices are located in Fort Worth, Texas.
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