M&A Analyst Job Description

Haig Partners, a Mergers & Acquisitions Advisory firm specializing in the sale of automotive, heavy truck, and RV businesses, is currently seeking an Analyst to become a valued member of its team. This is a unique opportunity to join an industry-leading M&A firm in which team members benefit from high deal flow and immediate, hands-on experience. The team at Haig Partners has a passion for helping owners of auto, truck and RV dealerships maximize the value of their businesses and prides itself on its firm culture, offering its junior bankers access to accelerated growth opportunities and competitive compensation.

Haig Partners is seeking a qualified and motivated Analyst for its Fort Lauderdale, FL office. You will work in a highly collaborative team of automotive retail industry experts including our Analysts, Associates, Vice President, Managing Directors and the President / Founder. This role will have a wide variety of responsibilities in support of business development and transaction execution activities.

Key Analyst Responsibilities Include:

Prepare, analyze, and explain client/potential client financial statements and key business metrics
Develop detailed financial projections for client/potential clients
Prepare valuations using multiple valuation methodologies
Support the development of offering materials (also known as CIMs), pitchbooks and presentations through PowerPoint to support the sale of a client’s business or help the firm win new engagements
Support senior bankers by developing lists of potential buyers for our engagements
Assist with the transaction due diligence process by working closely with clients and 3rd party advisors to maintain meticulous records
Support senior teammates in pitching business and executing transactions as needed, including traveling to assist with client closing activities at the end of a transaction
Conduct macroeconomic, industry-specific, and company-level research in the support of the Haig Report, the firm’s quarterly reports that tracks trends within the auto retail industry
Work with senior bankers to manage weekly deal pipeline report in the firm’s Hubspot CRM
Travel to sites around the country for closing activities, client meetings and events. Applicants should expect to travel 4-10 times a year, and some of this travel occurs on weekends

Basic Qualifications:

1-2 years of full-time professional experience in a similar work capacity, working heavily with Microsoft 365 tools and interfacing with teammates and clients
Results-driven individual with a desire to work hard and contribute to the growth of self and the firm
A self-starter with a desire to work in a challenging but rewarding small company environment
Outstanding collaborator
Exceptional written and verbal communication skills
Expert in Excel, PowerPoint, and Word
Strong research, quantitative and analytical skills
Ability to work autonomously in a fast-paced, team-based environment
B.A. or B.S. in Finance, Accounting, or Business with demonstrated academic excellence
Fundamental understanding of accounting, valuation theory, and methodologies
Ability to work in the firm’s Ft. Lauderdale office

Preferred Qualifications:

Experience in investment banking, accounting, finance, or related field (auto-retail industry experience is a plus!)
Interest in the transportation/auto dealership industry
Experience with CRM database software

What Haig Partners Offers You:

Direct access to senior team members
Involvement and contribution to significant, high-profile client projects
Opportunities to travel and interface with clients
Accelerated career growth
Opportunity for flexible/hybrid work dependent upon experience and considered after time spent learning alongside team
Base salary of ~$100,000 depending on education and prior work experience
Target bonus of 50% of base salary

Haig Partners is a leading buy-sell advisory firm that helps owners of higher-value auto, truck, RV and powersports dealerships maximize the value of their businesses when they are ready to sell. The team at Haig Partners has advised on the purchase or sale of more than 450 dealerships with a total value of over $10 billion. It has represented 28 dealership groups that qualify for the Top 150 Dealership Groups list published by Automotive News, more than any other firm. Clients of Haig Partners benefit from the group's collective experience as previous executives with leading companies such as Ally Financial, AutoNation, Bank of America, Credit Suisse, Deloitte, FORVIS, J.P. Morgan, the Sewell Automotive Companies and Toyota Financial Services. Leveraging its unmatched expertise and extensive relationships, Haig Partners guides clients to successful outcomes through a confidential and customized sales process. The firm authors The Haig Report®, the leading industry quarterly report that tracks trends in auto retail and their impact on dealership values, and co-authors NADA’s Guide, “Buying and Selling a Dealership.” Haig Partners team members are frequent speakers at industry conferences and are regularly quoted in reputable media outlets, including Reuters, Forbes, The Wall Street Journal, The New York Times, CNBC, BBC, Automotive News, Wards, CarDealershipGuy and CBT News. For more information, visit https://www.haigpartners.com.

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