Overview
This role supports a high-velocity acquisition program as part of the organization’s corporate development function. The position involves owning the acquisition pipeline, quarterbacking due diligence on live deals, and producing valuation and executive/Board materials that support go/no-go decisions and pricing.
You will work closely day-to-day with the VP, Corporate Development and have visibility to senior leadership, including the CEO, CFO, and the private equity sponsor.
Responsibilities
Pipeline & Sourcing
- Own and maintain the acquisition pipeline tracker, keeping it current and decision-ready.
- Support market segmentation and outbound sourcing, including research, screening, and initial outreach to identify founder-led and family-owned acquisition candidates.
- Build and maintain relationships with industry intermediaries (e.g., investment banks and business brokers) and track referral activity.
- Prepare initial screening write-ups covering strategic fit, financial profile, and rough valuation range for prospective targets.
Due Diligence
- Serve as day-to-day project manager for due diligence on active deals.
- Coordinate internal stakeholders (CFO, legal, operations, HR/IT) and external advisors (e.g., accounting, legal counsel, insurance/R&W, tax).
- Build and manage diligence workplans and timelines; track open items and escalate findings that affect valuation, deal terms, or integration planning.
- Synthesize diligence findings into clear, decision-ready summaries for the CEO, CFO, VP Corporate Development, and Board.
- Contribute to a repeatable diligence and integration playbook as deal cadence continues.
Valuation & Executive Materials
- Build and maintain financial models and valuation analyses for acquisition targets.
- Prepare investment memos, deal summaries, and recommendation materials for the executive team and Board of Directors.
- Support LOI and purchase agreement negotiations with financial analysis and deal-term scenario modeling.
- Track deal economics from signing through closing, including purchase price adjustments, earnouts, and true-ups.
Integration & Reporting
- Support post-acquisition integration planning, including financial systems, ERP consolidation, reporting, and org design, with operations and finance leadership.
- Maintain M&A reporting for sponsor and Board updates, including pipeline KPIs such as top-of-funnel targets, IOIs, LOIs, and deals closed.
Requirements
Must Have
- 2 to 5 years of experience in investment banking, private equity, transaction advisory, or corporate development.
- Demonstrated experience executing M&A transactions end-to-end: sourcing, financial modeling and valuation, due diligence, and closing.
- Strong financial modeling and valuation skills; fluent in Excel-based LBO, DCF, and comps work.
- Excellent written and verbal communication; able to distill complex diligence findings into clear, decision-ready materials for executives and the Board.
- High attention to detail and strong project management skills; able to run multiple diligence workstreams and external advisors simultaneously.
- Self-starter able to operate with real autonomy in a lean corporate development function.
- Collegial, low-ego team player who builds trust quickly with founders, sellers, internal stakeholders, and the private equity sponsor.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- Willingness to travel as needed for sourcing calls, diligence site visits, and deal closings.
Preferred Qualifications
- Experience in distribution, industrial, or business services end markets.
- Familiarity with fluid power, flow control, or industrial automation.
- Comfort in a lean, lower middle-market, PE-backed environment growing primarily by acquisition.
- MBA or CFA a plus.
Compensation & Benefits
Competitive total compensation package including:
- Incentive bonus tied to deal activity and company performance.
- Equity participation.
- Medical, dental, and vision coverage.
- Company-paid life, AD&D, and short- and long-term disability insurance.
- 401(k) with a generous company match.
- Generous PTO and paid holidays.
- Tuition reimbursement.
- Paid parental leave.
- Employee Assistance Program (EAP).
- Voluntary benefit products.
Location
Flexible / Hybrid-Remote (full-time).
Equal Opportunity
The employer is an Equal Opportunity Employer and welcomes applicants of all backgrounds, experiences, and identities.