Senior Corporate Development Analyst

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Assist Integra throughout the entire M&A lifecycle, which encompasses target identification, pipeline development, underwriting, due diligence, transaction execution, and tracking post-close performance.

• Manage and prioritize the acquisition pipeline, conduct research on potential targets, evaluate opportunities, and maintain CRM and deal-tracking records.

• Facilitate acquisition origination by performing market research, identifying targets, preparing outreach, and tracking discussions with prospective owners and intermediaries.

• Develop and sustain financial models for potential acquisitions, including valuation assessments, return analyses, synergy evaluations, and pro forma financial analyses.

• Create investment memos, target summaries, underwriting documents, diligence reports, and presentations for senior leadership and the Board.

• Coordinate financial, accounting, operational, legal, tax, and people-related diligence workstreams; manage diligence trackers, data rooms, and requests from third-party advisors.

• Assist with LOI, purchase agreements, signing, and closing processes in collaboration with internal stakeholders and external advisors.

• Monitor the performance of acquired companies against underwriting assumptions after the close.

• Conduct market, geographic, and end-market analyses to support greenfield expansion and broader growth initiatives.

• Cultivate productive relationships with business owners, advisors, internal leadership, and functional partners.

⛳️ Requirements

• 3–5 years of pertinent experience in investment banking, corporate development, private equity, transaction advisory, financial due diligence, or a similar transaction-focused position.

• Direct involvement in supporting M&A transactions from early-stage target identification and underwriting through to diligence, LOI, closing, or post-close assessments.

• Proficient financial modeling and Excel capabilities, including the ability to create valuation, returns, and pro forma models.

• Familiarity with financial statements, quality of earnings concepts, EBITDA adjustments, and transaction diligence processes.

• Experience managing various priorities and workstreams in a fast-paced, deadline-oriented environment.

• Bachelor's degree in finance, accounting, economics, business, or a related field.

• Strong analytical judgment, meticulous attention to detail, and integrity.

• Ability to differentiate between facts and assumptions, recognize risks early, and clearly communicate findings.

• Exceptional written and verbal communication skills, including the ability to prepare decision-ready materials for senior leadership.

• Comfort working directly with founder- and family-owned business owners in a relationship-centric acquisition environment.

• A proactive, self-starting mindset and readiness to handle both strategic analysis and detailed transaction process tasks.

• Excellent organizational and time-management skills, with the ability to maintain accuracy across multiple active deals.

• Proficiency in Excel and PowerPoint.

• Willingness to travel 30%–50%.

• Familiarity with CRM, deal-tracking, data-room, or project-management tools is preferred.

• Experience with multi-site, field-service, commercial-service, industrial-service, healthcare-service, or other people-intensive businesses is preferred, but not mandatory.

• Progress toward a CPA or CFA designation is a plus, though not required.

🏝️ Benefits

• Bonus

• Ability and willingness to travel regularly for acquisition-related meetings, diligence, and site visits