M&A Analyst Intern

Location: 12770 Merit Dr., Suite 800, Dallas, TX 75251 | Internship (May 26 2025 – August 8 2025)

About the role

As an intern you will work on client projects as part of a team, handling problem‑solving, data gathering and analysis, client discussions, and contributing to recommendations for acquisitions.

Responsibilities

• Conduct research and business analysis of healthcare companies, focused on oral surgery.
• Assist the team in NDA creation, formulate questions for potential acquisition targets, and lead data gathering and analysis (including creating an income statement and understanding key balance‑sheet items).
• Create diligence questions based on received data, identify missing information, and prepare a business case for the investment committee.
• Lead live deal execution in a team environment, including data‑room management, diligence list creation, diligence gathering, and managing workstreams for third‑party diligence vendors (detailed process and support will be provided).
• Support data analysis for internal consumption – market‑data trends, EBITDA trends by acquisition, and acquisition‑pipeline reporting using the team’s CRM.
• Assist in weekly meetings with the investment committee.
• Identify issues, form hypotheses, and develop 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.
• Monitor important developments, initiatives, news, legislation, and corporate activities related to M&A transactions.
• Support preparation of marketing documents for M&A transactions (e.g., Memorandum of Information, Management Presentations).
• Assist in the elaboration of financial valuations (LBO, DCF).
• Assist in the preparation of business proposals, presentations, and marketing materials.

Requirements

• Excellent proficiency with Microsoft Office (intermediate Excel and basic PowerPoint are required).
• Strong analytical, organizational, and attention‑to‑detail skills.
• Excellent communication, time‑management, and teamwork abilities; capable of working independently and prioritizing tasks.
• Solid finance foundation and familiarity with company valuation techniques.
• Physical ability to drive, fly, sit, and stand for extended periods; ability to read and comprehend information on a screen or in print.

Schedule

Monday – Friday, full‑time for the duration of the internship (May 26 2025 to August 8 2025).