M&A Analyst

As an M&A Analyst at Partner One, you will be responsible for identifying software businesses that align with our acquisition criteria, conducting thorough market research to spot new opportunities, and assisting in obtaining detailed evaluations and due diligence on potential acquisitions. You will also play a role in prospecting campaigns and help maintaining a robust deals pipeline, ensuring all new information about targets is updated effectively.

To qualify as an M&A Analyst with Partner One, candidates should have 1-2 years of experience in Investment Banking, Private Equity, or Management Consulting. Additionally, prior software M&A experience is essential. A strong academic background from a top-tier institution and preferably an undergraduate degree in business is favored to enhance your profile.

A successful M&A Analyst at Partner One should possess strong analytical and Excel skills with an exceptional attention to detail. Excellent communication and sales abilities are crucial for interacting with C-level executives and synthesizing complex data into concise presentations. Being a self-starter and able to work collaboratively is key to aligning with our team dynamics.

At Partner One, the work environment for an M&A Analyst is informal yet ambitious. You'll work within small teams, where personal development is highly valued. We pride ourselves on fostering a dynamic and growing organization, encouraging collaboration and innovative thought processes, which will help you thrive in your role.

As an M&A Analyst at Partner One, you can expect a competitive salary tailored to your experience, complemented by health and dental benefits. You will work in a challenging environment that promotes personal growth, within a successful organization recognized for its dynamic approach to the acquisition and growth of software companies.

When evaluating potential acquisitions, I start by gathering and analyzing relevant data about the firm, including its financial health, market position, and strategic fit with Partner One’s goals. I conduct due diligence to identify risks and opportunities, focusing on both qualitative and quantitative metrics to form an accurate assessment.

I maintain an active reading schedule of industry publications, join relevant webinars, and network with other professionals in the field. I also set aside time for market analysis to track emerging trends and identify shifts that could influence potential acquisitions.

I employ a combination of financial performance metrics, market research, and industry contacts to identify acquisition targets. Networking within the industry helps uncover opportunities that may not be publicly listed, while data analysis helps prioritize targets based on their growth potential and strategic alignment with our goals.

I approach financial modeling by first gathering historical financial data and comparing it to industry benchmarks. I then create multiple scenarios to understand how different factors could impact potential acquisition outcomes, refining the model throughout the due diligence process to ensure accuracy and reliability.

In negotiations, I support senior leadership by providing data-driven insights and projections about potential targets. I contribute to strategy formulation by analyzing the potential value and risks associated with different negotiation stances, ensuring we remain aligned with our overarching acquisition strategy.

I have extensive experience collaborating with cross-functional teams composed of finance, legal, and operational members. My role often requires me to facilitate communication among stakeholders to ensure everyone is aligned and that the due diligence process flows smoothly, leveraging team strengths to maximize potential synergies.

I utilize a variety of tools for market research, including financial databases like Bloomberg and PitchBook, as well as industry reports from trusted sources. I also employ CRM systems for tracking communications and potential leads and leverage analytics software to gain insights into market trends and competitor movements.

Prioritizing leads involves assessing the strategic fit, market potential, and financial viability of each target. I regularly update the pipeline based on new information, and I utilize scoring matrices to objectively evaluate which opportunities align best with Partner One’s acquisition strategy.

One challenge I faced was insufficient data from a potential acquisition target. To overcome this, I proactively engaged with their management to clarify concerns, supplemented our analysis with external market data, and sought insights from industry peers to paint a comprehensive picture of the business.

I believe my blend of analytical skills, relevant M&A experience, and my proactive approach to market research aligns perfectly with Partner One’s needs. I am passionate about the software industry and excited about the opportunity to contribute to a team known for its exceptional growth and success, positioning myself as an asset in supporting future acquisitions.