M&A Associate
Prosperity Partners ("Prosperity") is a Chicago-headquartered professional services firm offering best-in-class tax, accounting, transaction advisory and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States and private equity backing, Prosperity is seeking an energetic M&A professional to support our acquisition strategy, a critical component of our overall growth strategy. The candidate must have a strong work ethic, superb finance skills, an understanding of PE-backed M&A and excellent communication skills.
Why This Opportunity is Different:
- Participate in equity value appreciation through Prosperity's Employee Purpose Plan;
- Make a visible and measurable impact on firm growth, brand awareness, business development, and industry relationships;
- Gain exposure to a broad range of M&A and corporate development responsibilities working closely with firm leadership as part of a lean team;
- Title and level may be adjusted to a more senior position based on the selected candidate's experience, qualifications, and demonstrated expertise.
Key Responsibilities:
- Support Prosperity through various stages of the acquisition process, including, but not limited to: sourcing and relationship building, evaluating targets, financial modeling, business diligence, managing third party diligence workstreams, and transaction execution activities;
- Build relationships with leadership at M&A targets, industry brokers and investment banks, and third-party diligence providers;
- Work directly with business owners and leaders to assess cultural and strategic fit;
- Own key aspects of diligence, including internal financial and business diligence, and managing third party diligence workstreams;
- Prepare acquisition proposals, IOIs and LOIs;
- Maintain diligence request lists and data rooms for live deals;
- Support transaction execution including purchase agreement review, working with our lenders for debt financing, and building and maintaining funds flow documents;
- Develop materials for Prosperity executive leadership and board of directors;
- Continuously improve your work, contribute to enhancing firm operations and culture, and uphold Prosperity’s core values.
Qualifications:
- Bachelor’s or Master’s degree;
- 2 to 6 years of experience working in transaction advisory, financial due diligence, investment banking, private equity, or corporate development;
- Understanding of financial statements and due diligence analyses;
- Eagerness and desire for continuous learning and improvement;
- Flexibility and adaptability in driving M&A processes forward independently;
- Strong organizational and time management skills, able to handle multiple workstreams and projects simultaneously;
- Excellent social, verbal, and written communication skills;
- Track-record of quality work and meeting deadlines;
- Ability to balance a keen attention to detail while understanding big picture goals;
- Availability to work in Prosperity’s Chicago office at least 3 days per week;
- Preferred: advanced Microsoft Excel skills (pivot tables, VLOOKUP, financial formulas, etc.);
- Preferred: experience with PE-backed platform acquisitions.
Prosperity Partners is a people-focused professional services business with a strong culture, talented professionals, and exceptional clients. We offer a dynamic environment, significant growth opportunities, equity participation, competitive compensation, and comprehensive benefits. We are seeking a leader who combines financial rigor with strong interpersonal skills and who is excited to help shape the future of a rapidly growing national company.