Job Details

Mergers and Acquisitions Associate

  2026-04-15     Phipps Cameron     San Francisco,CA  
Description:

About the Role

Role Overview:

The Corporate Development team partners closely with senior leadership to drive the company's most critical strategic initiatives. The team leads all aspects of the M&A lifecycle, including mergers, acquisitions, divestitures, joint ventures, and strategic investments, and also supports broader corporate strategy efforts such as long-range planning, capital allocation, and cross-functional value creation.

Our client is seeking an Associate/Senior Associate to support a range of strategic and analytical workstreams. This role offers regular exposure to senior leadership and business unit executives, as well as close collaboration with cross-functional teams including Finance, Product, Operations, and Legal.

You will contribute to evaluating strategic opportunities, supporting transaction processes, and developing financial models, valuation analyses, and analytical frameworks to inform key strategic and capital allocation decisions.

About the Company:

The company is a large, private equity-backed enterprise software platform operating globally. It supports a broad customer base and is focused on delivering mission-critical technology solutions across multiple end markets. The business is highly acquisitive and continues to invest in growth, innovation, and operational scale.

Responsibilities:

The Associate will contribute to a range of strategic and transaction-related initiatives, including:

  • Strategic Analysis: Develop financial and operational analyses to support key decision-making. Build financial models and analytical frameworks to evaluate acquisitions, partnerships, and internal initiatives
  • Transaction Execution: Support the evaluation and execution of M&A transactions, strategic investments, and partnerships. Contribute to valuation analysis, financial due diligence, and coordination of cross-functional diligence workstreams
  • Executive Materials: Prepare investment memoranda, transaction summaries, and presentation materials for senior leadership to support strategic and capital allocation decisions
  • Pipeline Development: Help maintain the deal pipeline by identifying, screening, and evaluating potential acquisition targets. Conduct market research and competitive analysis to assess opportunities

Qualifications:

  • Education: Bachelor's or Master's degree in Finance, Economics, Accounting, Business, or a related field
  • Experience: 2–5 years in a relevant analytical role
  • Typical backgrounds include investment banking, private equity, venture capital, consulting, transaction advisory, valuation, or corporate finance / FP&A
  • Skills: Strong financial modelling and analytical capabilities, experience with valuation analysis, ability to synthesize complex information, strong attention to detail, and ability to manage multiple workstreams in a fast-paced, cross-functional environment

Compensation & Benefits:

The role offers a competitive base salary, bonus potential, and additional incentives where applicable, including meaningful equity participation, along with a comprehensive benefits package.


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search