M&A Professional
Cordance · San Diego Metropolitan Area · 1 wk ago
HybridFinanceFull-time
Position Overview
Key Responsibilities
- Source, screen, and evaluate potential acquisitions in partnership with Cordance’s M&A and executive leadership teams.
- Build a pipeline of actionable acquisition opportunities through professional, high-integrity conversations with founders, operators, investors, and advisors.
- Build and analyze robust financial and operating models to assess unit economics & business performance and support investment decisions.
- Manage transaction execution across the full lifecycle of a deal, —including financial, commercial, product, technology, legal, and HR workstreams—coordinating both internal and external stakeholders.
- Develop investment memorandums and deal recommendations for executive and board review.
- Support integration planning and execution to ensure smooth onboarding of acquired companies into the Cordance family.
- Conduct market, competitive, and industry research to inform sourcing strategies and investment theses.
- Assist finance and operations teams with operating strategy and modeling for newly acquired businesses.
Competencies
- Demonstrated analytical and financial modeling capability, with the ability to interpret complex datasets and derive clear insights.
- Professional communication skills, capable of engaging effectively with founders and senior executives.
- Strong problem-solving ability and sound business judgment in ambiguous and fast-moving environments.
- High-ownership mindset with the initiative and drive to manage multiple transactions simultaneously and meet tight deadlines.
- Strong understanding of software business models, unit economics, and value drivers.
- Collaborative working style with the ability to partner cross-functionally across legal, finance, technology, and operations teams.
Required Qualifications
- Bachelor’s degree in Business, Finance, Economics, or a related field with strong academic performance.
- Relevant M&A experience within private equity, investment banking, corporate development, or transaction advisory.
- Demonstrated expertise in building financial models and producing well-structured analyses.
- Experience leading or participating in diligence processes and preparing transaction to the JD materials for senior leadership.
- Exposure to software or technology-enabled businesses strongly preferred.
Preferred Qualifications
- Experience sourcing and evaluating acquisition targets, including market mapping, pipeline development, and deal execution and diligence in support of M&A and corporate strategy initiatives.