Mergers & Acquisitions (M&A) Analyst / Manager

Job Description

Mergers & Acquisitions (M&A) Analyst / Manager | FirstCall Group

The Tone:
This is a full-time role at FirstCall Group, located in Austin, TX. FirstCall Group is a leading provider of commercial and industrial HVAC, building controls, electrical, and plumbing services, serving a wide array of facility and customer types across Ohio, New York, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Florida, and Texas with approximately 700 employees. This role is crucial for executing the company’s nationwide expansion strategy and partnering with organizations that share its dedication to quality and customer satisfaction. The company also emphasizes employee growth and development, aiming to be a career destination for talented team members.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Austin, TX
• Team: Reports to the Head of M&A
• Mission: Execute the best-in-class end-to-end acquisitions process to build durable partnerships.
• Tech Stack: Microsoft Office (Excel, PowerPoint)

What You’ll Actually Do
• Outreach & Sourcing: Coordinate and execute outreach to potential sellers and M&A intermediaries.
• Due Diligence: Perform due diligence, including reviewing financial statements, managing data rooms, and assessing M&A deliverables for fit and value drivers.
• Transaction Support: Support the execution of M&A transactions by coordinating with internal teams, accounting advisors, legal advisors, and other stakeholders.
• Reporting & Strategy: Assist in creating internal and external M&A reporting and monitor industry developments to inform strategic planning.
• Growth Initiatives: Assist in executing special project growth initiatives such as operations analytics, dashboarding, big data, and process improvement.

The Must-Haves
• Background: Bachelor’s degree in a relevant field, with a career level as an M&A professional at the Analyst through Manager level. Core domain knowledge in transaction advisory accounting, financial due diligence, investment banking, private equity, or mergers & acquisitions is required.
• Experience: 3+ years of experience in transaction advisory accounting, financial due diligence, investment banking, private equity, or mergers & acquisitions. Experience with Microsoft Office, specifically Excel and PowerPoint, is also required.
• Skills: Strong financial analysis, project and people management, organizational skills, ability to manage multiple projects simultaneously, attention to detail, ability to maintain confidentiality, and a strong aptitude for meeting deadlines.
• Bonus: A self-starter with a proactive attitude, the ability to work independently and as part of a team, integrity, honesty, responsibility, and a desire to contribute to a team.