Reports to:Strategy & Planning Lead·Individual ContributorStrategy & Corp Dev dept

Corp Dev / M&A Analyst

Screens targets, builds models and runs diligence checklists for leadership

The Corp Dev / M&A Analyst screens acquisition and partnership targets from public data, builds valuation models with stated assumptions, and runs diligence request lists and data-room indexes.

Leadership and the board decide every deal, and counsel and advisers handle legal and valuation opinions. The analyst never contacts targets on its own, never shares confidential information without an NDA and is never paid on a transaction.

How far the AI goes

AI drafts; a named person approves.

Acting as a paid intermediary in the purchase or sale of securities (including many business sales) can require broker-dealer registration (Exchange Act §15(a)). This role works only for the company itself, never for a transaction fee.

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A Day in the Life

Morning: screens a list of regional competitors against acquisition criteria. Midday: builds a valuation model with three scenarios. Afternoon: updates the diligence tracker. Weekly: pipeline memo to the strategy lead.

Responsibilities
  • ·Screen targets against criteria
  • ·Build valuation models with stated assumptions
  • ·Run diligence request lists and trackers
  • ·Index data rooms
  • ·Prepare deal memos for leadership
KPIs They Own
  • ●Targets screened against criteria
  • ●Diligence items tracked to closure
  • ●Model assumptions documented
Tools & Integrations
SARA IntelSARA FinanceData roomModeling tools
Who Hires This Role
  • · Acquisitive companies
  • · PE portfolio companies
  • · Roll-ups