- Work with the CFO/COO on deal sourcing, qualification, initial rationale and pitch, financial modeling, due diligence, and deal closing.
- Support M&A integration periods.
- Analyze industry trends to identify potential acquisition targets.
- Develop industry landscapes and competitive analyses for board and executive review.
- Direct diligence efforts between internal and external parties.
- Analyze diligence data and create board- and executive-level presentations.
- Manage the data room and distribution of materials, and serve as the primary contact for diligence requests.
- Build financial models and forecasts for acquisition targets to inform valuation and budgetary needs.
- Create low-, base-, and high-case scenario analyses with limited information.
- Translate different business models into detailed operating models.
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