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M&A Diligence - Senior Associate en Teamshares

Teamshares · Remote, Estados Unidos De América · Remote

Microsoft Excel

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Description

What is Teamshares?
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Part holdco, part fintech, Teamshares programmatically acquires companies with $0.5 to $5 million of EBITDA from retiring owners, integrates them with the Teamshares platform, and helps employees earn company stock. Founded in 2019, Teamshares operates subsidiaries with consolidated revenue of over $400 million across over 40 industries and 30 states.

What you will do:

  • Lead and execute financial due diligence reviews for potential acquisitions of small businesses based on our core investment thesis, ensuring thorough analysis of financial statements and historical performance.
  • Develop financial analyses and other pro forma financial models (including income statement, balance sheet, free cash flows, and sensitivity analyses, as needed).
  • Develop and present financial and operational insights into each opportunity based on financial data provided, accounting processes, and strategic fit with the investment thesis.
  • Perform quality-of-revenue and quality-of-earnings analysis and develop working capital metrics.
  • Work closely with legal, tax, and operational teams to gather relevant information and ensure a holistic approach to due diligence.
  • Communicate findings effectively and provide guidance to team members throughout the due diligence process.
  • Prepare detailed reports and workbooks outlining key findings, risks, and opportunities and present findings to the investment team in a clear and concise manner.
  • Assist in preparing indications of interest offers, LOIs and provide technical input to purchase agreements.
  • Review the work of peers and other team members, ensuring accuracy and quality of deliverables.
  • Maintain a keen attention to detail to ensure all work is free of mistakes and meets the highest standards of quality.
  • Collaborate with the technology team to translate due diligence learnings and key insights into actionable software improvements and capabilities.
  • Ensure seamless integration of technology solutions to enhance the efficiency of the due diligence process.

    • What you bring:

  • 3+ years of accounting and buy-side transaction experience in an accounting advisory, private equity or broad transaction advisory setting with exposure to both financial and tax (reporting) accounting.
  • CPA, CA, or CFA certification preferred.Experience working for a mid-market accounting firm is strongly preferred.
  • Demonstrated capabilities in evaluating small to medium-sized businesses.
  • Strong interest in and passion for empowering employee ownership in small businesses.Entrepreneurial, self-starter mentality, excelling in both team-based and self-directed environments.

    • Who you are:

  • Highly motivated and able to manage multiple projects simultaneously.
  • Have exceptional verbal, written and interpersonal communication skills.
  • Strong analytical, organizational and leadership skills.
  • Proficiency in Microsoft Excel and other presentation tools.
  • Have the ability to take initiative and ownership of workstreams and work independently.

    • Additional Information

    Why you should join us:
    We believe in supporting every team member with a competitive salary and a generous benefits package, including equity for all employees, exceptional medical/dental/vision benefits plans for employees and their families, and paid parental leave. We value time off and actually take our vacations, and we have a healthy work-life balance culture that checks egos at the door and truly unplugs at the end of the day. We embody a growth mindset and provide the support you need to grow in your career.
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