Position: M&A Advisor
- Are smart, honest and motivated to make a difference
- Have owned a company or had P&L responsibility in a corporate setting
- Have a business (MBA preferred) or finance degree and strong financial acumen
The skills of a successful California business intermediary (a.k.a. M&A broker, Business Broker, Investment Banker, or Deal Maker) include sales, accounting, finance, research, marketing, Excel modeling, negotiation, mediating, writing, educating, coaching, problem solving, computers, and project management. Intermediaries prospect for clients, educate buyers and sellers, perform financial and valuation analyses, conduct research, write offering memorandums, make presentations, maintain detailed confidential records, recruit and screen buyers, build relationships, manage due diligence, and work in concert with accountants, attorneys and others to achieve M&A transaction closings. Successful intermediaries do it all.
Not scared off yet? M&A brokers earn fees when they sell businesses, which is a 9-month process on average. To enter this field, you must have a year of personal financial reserves. When you begin closing deals, your efforts should be well rewarded.
Exit Strategies requires that you obtain a California BRE salesperson license and at least one professional M&A accreditation. Valuation professionals looking to add M&A advisory services are encouraged to apply.
Position: Business Valuation Analyst / Appraiser
Position: Intern Analyst
- Conduct market and industry research supporting M&A projects
- Perform individual company research, financial analysis and modeling
- Research potential buyers and conduct outreach for current and future M&A brokerage engagements
- Create, manage and update company and engagement databases and marketing materials
- Coordinate company marketing initiatives
To be considered for any of the above positions, submit your resume.