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Acquisition and Merger Financial Specialist

2 months ago

Frisco, Texas, United States Cain Watters & Associates Full time
Position Overview

The M&A Financial Analyst role is offered by 7 Pillars, a subsidiary of Cain Watters & Associates. This organization specializes in guiding dental professionals through the transition process, focusing on private practice dental transitions to various buyers including DSOs and private equity groups.

Key Responsibilities
  1. Collaborate with the Director of Transaction Success to facilitate the Analysis, Letter of Intent, and Diligence phases of transactions.
  2. Serve as a quality assurance expert, ensuring accurate valuations and projections for clients.
  3. Engage with clients alongside the dedicated Deal Team once an engagement letter is established.
  4. Coordinate with third-party financial firms during the Diligence phase to validate the accuracy of essential documents.
Essential Duties
  1. Utilize financial expertise to enhance the firm's analytical techniques while maintaining exceptional client service.
  2. Gather diligence documentation through effective communication with clients and their representatives.
  3. Conduct thorough financial analysis of dental practices, including reviewing financial statements and tax returns to estimate value and pricing.
  4. Address inquiries from potential partners regarding financial and operational data related to practice valuation.
  5. Assist the Director of Transaction Success in guiding clients through the partner diligence process, including Quality of Earnings reviews and legal documentation.
Qualifications
  • Preferred experience of 2 years in valuation, analysis, or a related field.
  • A Bachelor's degree in Accounting, Finance, or a related discipline is required.
  • CPA candidates or licensed CPAs are preferred.
  • Experience in advisory roles, such as litigation, valuation, or consulting, is highly valued.
  • Familiarity with the medical or dental sectors is advantageous but not mandatory.
  • Strong attention to detail, organizational skills, and analytical capabilities are essential.
  • Proficiency in Microsoft Office, particularly Excel, is required.
  • Ability to build and maintain trusted relationships with clients.
  • Demonstrated initiative and capacity to manage multiple projects effectively.
  • Excellent verbal and written communication skills are necessary.
  • Ability to solve problems professionally and present practical recommendations to clients.
  • Timely and accurate project completion is critical.
  • Self-motivated with the ability to initiate and follow through on projects.
  • Strong organizational and prioritization skills are important.
  • Ability to collaborate effectively in a fast-paced, dynamic environment.
Work Environment

This position operates in a standard office setting, utilizing typical office equipment such as computers and phones. The role is primarily sedentary, with some filing required.

Position Type

This is a full-time, exempt position with a hybrid work arrangement requiring in-office presence on certain days for training and team meetings.