Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Analyst for our Mergers & Acquisitions Team. This candidate will join a highly talented team of investment professionals that support the firm’s merger and acquisitions efforts. The M&A team is currently located in both Dallas and New York City and this position would be based in Dallas, Texas.

This position represents an incredible opportunity to join a flat and entrepreneurial organization that has both demonstrated considerable success thus far but also has a significant ramp for growth in front of it. The best candidate will have a demonstrated track record of working as part of a team, as well as the ability to manage large projects independently. We are very proud of the exceptionally collaborative culture that we have built at Beacon Pointe and seek to find someone that will match this open-minded and problem-solving approach to our future.

Responsibilities

• Analysis of Target’s Financials
  • Working with Target to normalize P&L for non-recurring expenses, owner-expenses, and Beacon Pointe compensation model, run-rate performance, to arrive at a valuation EBITDA
• Seller Proceeds Analysis Model
  • Illustrating the illustrative proceeds a Seller would receive via a merger with Beacon Pointe
• Attending management meetings / diligence sessions with Target as needed
• Managing the M&A pipeline
• Organizing data rooms with Targets
• Performing diligence analyses on Targets
• Coordinating QofE process with 3rd party advisors
• Helping to prepare bid letters
• Preparing closing funds flow workbooks
• Pro forma covenant / leverage analyses
• Post-close budgeting coordination with CFO / Controller
• Post-close performance tracking (for earn-out / bonus calculations)
• Helping support pre- and post-close integration efforts
• Other ad-hoc analyses to support M&A efforts