M&A Associate

We help Americans unlock wealth and free themselves from the corporate day-to-day grind through acquisitions. We're a rapidly growing firm, and we're looking for sharp, adaptable, and highly organized individuals to join our lean, remote team.

If you are a highly organized, proactive, and detail-oriented M&A Associate looking to support the full lifecycle of client transactions — from deal sourcing to closing — this role is for you. This individual will serve as a right hand to the Deal Maker, ensuring accountability across teams, providing oversight on key workflows, and stepping in where necessary to move deals forward. 

What You’ll Do

• Support full-cycle deal execution:

  Help keep transactions organized and moving from sourcing through closing with clear communication and consistent follow-through.

• Monitor deal flow and momentum:

  Track workflows across teams, spot where progress is slowing, and flag risks or blockers early so deals stay on pace.

• Own quality control on deliverables:

  Review valuations, presentations, and client-facing outputs to ensure accuracy, clarity, and professionalism.

• Manage key communication channels:

  Triage escalated client questions in Slack and email, route items to the right owners, and ensure timely, thoughtful responses.

• Step into delegated approvals:

  Assist with sign-offs on models, documents, and other deliverables to prevent delays and keep work moving.

• Support LOI and valuation stages:

  Help review and approve valuations as deals enter LOI and coordinate next steps with the Deal, LOI, and Closing teams.

• Coordinate diligence and closing:

  Maintain checklists, confirm deliverables, align stakeholders, and help manage pre- and post-LOI processes through to close.

• Act as a deal “firefighter”:

  Jump in where needed to troubleshoot issues, unblock stakeholders, and keep deals on track.

Ideal Experience

• Background in finance, M&A, private equity, or investment banking, or experience in a similar analytical and transaction-focused role.
• Strong ability to manage multiple complex workstreams at once while staying organized and focused on priorities.
• Comfort working with financial and valuation models and reviewing analytical outputs.
• Clear and confident communication skills when working with executives, clients, investors, and internal teams.
• High attention to detail paired with sound judgment in fast-moving situations.
• A proactive, resourceful approach to problem solving in dynamic deal environments.

You Should Have

• Experience supporting transactions, deal execution, or project-based financial work in a professional setting.
• Proven ability to manage documentation, track tasks, and maintain quality control across deliverables.
• Exposure to deal environments such as investment banking, consulting, Big 4, or transaction advisory is an asset.
• A self-starter mindset with initiative to anticipate needs, take ownership, and improve how work gets done.

What We Offer

• A chance to sit close to live deals and work directly alongside the lead Deal Maker.
• Hands-on involvement across sourcing, diligence, LOI execution, and closing.
• Real opportunities for growth as the firm scales and responsibilities expand.
• Fully remote work so you can contribute from anywhere.
• A collaborative team environment where your contributions have clear visibility.

Ref: ADM001