M&A ASSOCIATE - Society Brands of Ohio, Inc.

The M&A Associate will be responsible for supporting the review, intake and execution of M&A transactions in the ecommerce space. This includes analyzing and projecting target company financial positions, conducting robust due diligence on potential investments, developing complex financial models, and preparing and presenting investment committee materials. The successful candidate will have strong analytical skills, excellent attention to detail, be curious by nature and have the ability to manage multiple tasks and projects concurrently with very little oversight.

Importantly, this person is looking to become part of a unique and dynamic work culture at Society Brands.

Responsibilities

- Conduct due diligence on target acquisitions by identifying financial, operational, and legal risks and opportunities across the business and offering mitigating solutions.

- Analyze and project company financials, review operational processes and systems, study market trends and conduct industry research, and ensure a complete understanding of every aspect of a target business.

- Develop complex financial models, analyze spreadsheets and transactional information from financial systems to evaluate the financial performance and risk profile of potential acquisitions. 

- Assist with the preparation of investment committee materials, including presentations and summaries of findings.

- Present findings and recommendations as needed to investment committee members explaining how the acquisition supports the company’s investment thesis.

- Support the execution of M&A transactions, including preparing materials for negotiations, coordinating with external advisors, and supporting the transfer process of new acquisitions into our operational process.

- Contribute to the development and improvement of investment thesis and strategies. 

- Stay up to date on industry trends and market developments.

- Use a keen understanding of the M&A process to help improve operations, document SOPs and ensure efficiencies to enable a smooth and seamless integration to Operations.

Experience and Qualifications 

- Bachelor’s degree in finance, economics or related field.

- 2-4 years of experience in a similar role, preferably in private equity or investment banking.

- Experience in conducting due diligence on private equity investments or M&A transactions. 

- Excellent analytical and problem-solving skills 

-  Strong financial modeling skills, with the ability to develop complex models and analyze large data sets. 

- Excellent written and verbal communication skills. 

- Strong attention to detail and the ability to manage multiple tasks concurrently. 

-  Highly proficient in Microsoft Word, Excel and PowerPoint.

Preferred Qualifications 

-  Advanced degree in finance or a related field 

-  Experience working with legal documents and contract negotiations. 

-  Experience working with private equity portfolio companies. 

-  Experience in ecommerce or technology industry