M&A Junior Analyst

About the role

Kick-start your career in mergers & acquisitions. The M&A Junior Analyst is an entry-level, high-exposure opportunity to join Savant’s growing M&A team and learn how real deals are sourced, evaluated, and executed. This role sits at the intersection of business development, financial analysis, and relationship-building, making it ideal for someone who’s energized by conversations, motivated by learning, and excited about long-term growth in corporate development.

Responsibilities

• Identify and research prospective partner firms aligned with Savant’s strategic objectives
• Execute targeted outreach campaigns, engaging firm founders and leaders in thoughtful, professional conversations across email, phone, and other channels
• Craft, test, and refine outreach messaging, call scripts, and follow-up sequences to clearly articulate Savant’s value proposition and partnership model to prospective firms
• Qualify inbound and outbound leads and schedule introductory meetings for senior team members
• Maintain consistent follow-up cadence and re-engage dormant or stalled prospects
• Develop resilience navigating rejection and iterating approach based on feedback and results
• Pipeline & Relationship Management
• Maintain accurate and timely records in HubSpot and DealRoom to support effective pipeline management
• Track outreach activity, responses and engagement status across prospective firms
• Ensure follow-ups, reminders, and handoffs are executed consistently
• Provide clear pipeline updates and summaries to internal stakeholders
• Support smooth transitions as prospects move from initial sourcing into active deal evaluation
• Financial & Analytical Support
• Gather and organize key financial and qualitative information during early-stage evaluation
• Review financial statements and operating metrics to understand prospective firm performance
• Identify and flag missing data, inconsistencies, and follow-up questions for the senior deals team
• Summarize financial and qualitative information in clear, concise formats
• Support early-stage valuation work by organizing inputs and assumptions within Savant’s templates
• Develop an understanding of how financial data informs M&A decision-making
• Coordination, Process Improvement & Technology
• Coordinate with internal deal, diligence, integration, and optimization teams as opportunities progress
• Help improve outreach, intake, and CRM workflows to increase efficiency and consistency
• Experiment with new tools, automation, and AI-assisted workflows to streamline sourcing and evaluation efforts
• Create and maintain templates, checklists, and documentation to support repeatable processes
• Contribute ideas to improve how Savant sources, tracks, and evaluates opportunities

Qualifications

• Required Education: Bachelor’s degree (business, finance, communications, operations, analytics, or related field)
• Strong verbal and written communication skills; able to engage professionally with internal and external stakeholders
• Demonstrated organizational skills with the ability to manage multiple follow-ups and competing priorities
• Foundational understanding of financial concepts and reviewing financial statements
• Team-oriented mindset with humility and a positive, professional and growth-focused attitude

The M&A Junior Analyst typically requires the following qualifications:

• Internship or experience in business development, sales, finance, consulting, or related fields
• Exposure to CRM systems, cold outreach, early-stage prospect conversations, tracking or pipeline management tools (HubSpot, DealRoom or similar)
• Strong Excel skills supported by coursework in finance or accounting
• Financial modeling coursework and/or certification
• Experience working in fast-paced, deadline-driven environment