Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Analyst for our Mergers & Acquisitions Team in Dallas, TX. This candidate will join a highly talented team of investment professionals that support the firm’s merger and acquisitions efforts, as well as other strategic finance projects for the executive leadership team. The candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s employees and clients.

Responsibilities

• Supporting key analysis for strategic finance needs for Beacon Pointe’s Executive Leadership Team as part of our strategic growth plans within M&A and for other key projects for the firm
• Analysis of Target’s Financials
  • Working with Target to normalize P&L for non-recurring expenses, owner-expenses, the Beacon Pointe compensation model, and run-rate performance to arrive at a valuation EBITDA
• Seller Proceeds Analysis
  • Comparing the illustrative proceeds a Seller would receive in a status quo scenario vs. a merger with Beacon Pointe
  • Assess compensation under the Beacon Pointe advisor compensation model for non-partner wealth advisors
• Attending management meetings / diligence sessions with Target
• Managing the M&A pipeline
• Organizing data rooms with Targets
• Performing diligence analyses on Targets
• Coordinating QofE process with 3rd party advisors
• Helping to prepare bid letters
• Preparing closing funds flow workbooks
• Pro forma covenant / leverage analyses
• Performance tracking and budgeting coordination with CFO / Controller (earnout and bonus calculations)
• Pre- and post-close integration efforts
• Other ad-hoc analyses to support M&A efforts