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M&A Advisory Associate

2 months ago

Chicago, Illinois, United States Palm Tree Full time
Position Overview

M&A Advisory Associate


About Palm Tree:

Become part of a distinguished group of professionals who tackle M&A challenges with a unique perspective, within a demanding yet nurturing and collaborative environment. Established in 2010, Palm Tree stands as a contemporary M&A consultancy. We serve as the comprehensive provider of integrated investment banking and financial advisory services, empowering businesses to effectively prepare for and navigate transactions, transitions, and transformations.

What We Provide:

  • Rapid, merit-based career progression compared to more traditional, bureaucratic firms.
  • An opportunity to make a significant impact within a fast-growing, entrepreneurial, and collaborative culture focused on enhancing individual skills in dynamic M&A settings.
  • Collaboration with leading private equity firms, M&A consultants, and corporations.
  • Exposure to various aspects of M&A and investment banking projects that necessitate engagement and communication across all organizational levels.
  • A principled culture that embodies its core values through the actions of the firm and its members.
  • High-performing yet supportive and interconnected teams throughout the organization.
  • Competitive salary, bonus, and benefits package.
  • A flexible, hybrid work model with access to open office environments in key markets.

Candidate Profile:
  • Ideal candidates should have experience in a Big4 Quality of Earnings (QoE) setting, working with private clients in the middle and lower middle market.

Key Responsibilities:
  • Oversee the execution of Quality of Earnings and Working Capital Adjustment projects, providing management, direction, and task assignments to team members, while leading client communications throughout the engagement.
    • Design and develop work streams, often involving intricate quantitative analysis and detailed financial models at various levels of granularity, to drive operational and transactional insights.
    • Review and finalize financial due diligence on critical components of the Income Statement and Balance Sheet.
    • Ensure quality control of client deliverables (including Quality of Earnings reports) that emphasize key financial, commercial, and other findings.
    • Formulate adjustments based on accounting principles, as well as observations of trends in financial statements and interactions with management.
    • Review and finalize analyses on essential operational data, cash flow, net working capital, debt, and debt-like items.
    • Support junior team members in analyzing core financial due diligence.
  • Advise clients on how to integrate our reports and other deliverables into their valuation and sale, purchase agreements, and other negotiation points.
    • Lead meetings and conference calls in financial and business due diligence to assist with various investment and growth decisions.
    • Conduct detailed analyses and synthesize actionable insights from data sets and unstructured information sources.
    • Provide input on deal structure, terms, and working capital targets.
  • Communicate effectively and efficiently with senior team members regarding the status of engagements.
  • Begin to engage in developing new client relationships and other business development activities.
    • Actively participate in building and maintaining client relationships and exploring business development opportunities.

Qualifications:
Candidates should possess an undergraduate degree in Accounting and a CPA license. In lieu of an active CPA, progress towards or an inactive/expired CPA will be acceptable. Ideal candidates should have 4-5 years of professional experience, including at least 1-2 years of recent QoE experience in a Big4 Transaction Advisory Services environment.

Candidates who align closely with our core values and have an interest in private equity, entrepreneurship, M&A, and transaction services will thrive at Palm Tree.

In addition to demonstrating a strong work ethic, candidates should exhibit sound technical skills and proficiency in Microsoft Excel and PowerPoint. Familiarity with BI technologies and other data manipulation tools is advantageous but not mandatory.

Other attributes we seek in a candidate:

  • Dedicated to delivering high-quality work products and consistently striving for excellence.
  • Committed to a "team-first" culture, willing to support teammates and learn from peers in each engagement.
  • Proactive, motivated, and possessing a self-starter attitude with a desire for continuous improvement.
  • Inquisitive nature that enjoys problem-solving, combining strong analytical and critical thinking skills with attention to detail.
  • Ability to maintain composure under pressure and excel in demanding work environments.
  • Excellent written, presentation, leadership, and interpersonal communication skills.
  • Highly organized with strong project management capabilities.

Compensation:

The base salary for this role ranges from $100k-$125k, complemented by a performance-based bonus. The final title and compensation will be determined based on the candidate's experience and capabilities assessed during the interview process. Additionally, Palm Tree offers comprehensive medical, dental, and vision coverage, a competitive 401k program, an unlimited paid time off (PTO) policy, a robust maternity/paternity leave program, and various other benefits.

Our Commitment to Diversity, Inclusion, Equity, & Access

Our people are our greatest asset.

As skilled professionals facing complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for the future. At Palm Tree, we view inclusion, diversity, equity, and access as essential to achieving excellence and fostering an authentic culture where innovative solutions thrive.

We believe that our work for clients and the well-being of our company are enhanced by the diversity of our team. We recognize the systemic barriers that have historically limited opportunities, access, and representation for women and minorities in the financial services sector. We are dedicated to creating a new paradigm that fosters a diverse and inclusive financial services firm for the future. We actively seek and welcome individuals from diverse backgrounds, including culture, experience, national origin, religion, sexual orientation, age, gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.

Together, we strive to cultivate an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for every team member.

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