Associate, Industrials M&A (FDD/TAS Experience Required)

Duties & Responsibilities

• Coordinating day-to-day client interactions, serving as the central point of contact between clients and the M&A team
• Serving as the central point of contact between clients and the M&A team
• Serving as the central point of contact between clients and the M&A team
• Conducting industry research to identify market trends, buyers, and acquisition targets
• Preparing confidential information memoranda and management presentations
• Performing core M&A modeling, valuation and databook preparation with strong understanding of supporting quality of earnings analysis
• Synthesizing large and complex datasets into strategic insights by identifying underlying key performance trends and underlying business drivers
• Managing vendor due diligence workstreams, overseeing preparation, coordination, and delivery across financial, commercial, and operational streams to drive transaction execution
• Cooking bidder engagement, managing dataroom preparation and upkeep, tracking information requests, and liaising between management and bidders to ensure timely, accurate responses
• Supporting transaction negotiations by providing analysis on purchase price adjustments, working capital targets, indemnities, and completion mechanics
• Overseeing analyst workstreams by reviewing deliverables and providing guidance
• Participating in new business development meetings and pitches
• Hosting visits by potential buyers at client facilities
• Leading or driving initiatives to enhance the firm’s franchise value

Qualifications

• Minimum of 3+ years of Financial Due Diligence or M&A Transaction Advisory at a Big 4 firm (or A&M, RSM, Grant Thornton, BDO, BRG, Eisner Amper, Riveron, Moss Adams, or Kroll) preferred; candidates at the Manager level and/or 3rd year Senior Associate/Supervisor are strongly encouraged to apply for this role.
• Fluent in accounting (e.g. Quality of Earnings) and finance and strong business acumen
• Strong verbal and written communication skills (e.g. PowerPoint)
• Assertive, self-motivated and desire to succeed in a fast-paced, entrepreneurial environment

Additional Information

• The salary range for this role is $175,000 to $225,000.
• No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.
• No entity affiliated with Lincoln International, LP provides banking or securities brokerage services, nor is any such affiliate subject to FINMA supervision in Switzerland or similar regulatory authorities regarding such activities in other jurisdictions.
• Retail clients are NOT the intended recipients of our communications or services and should not act upon this communication.