Mergers & Acquisitions Analyst
Industries: M&A, Private Equity, Financial Services, Financial Sales, Technical Sales
Location: Newport Beach, CA
Education Level: Bachelor’s Degree
Who We Are
Founded in 1998, Harvey & Company is a buyside acquisition search and principal investment firm. We are a unique company in that we have advised the buyer on every one of our 1,000+ transactions. We proactively reach out directly to business owners and companies that align with specific investment and acquisition strategies that we are leading. Our core team is comprised of 100+ professionals dedicated to specific sectors within industrial manufacturing and services, distribution, healthcare, business and financial services, technology, consumer, and energy. For more information, visit our website at www.harveyllc.com
Mergers & Acquisitions Analyst Job Overview
As a part of a world-class, hard-working and energetic team, you will have a ground floor opportunity to engage with leaders of private equity funds, family offices, private equity backed companies, and privately-held corporations and be a part of a fast-paced, professional environment that thrives in making deals. You will be working with an established Associate to support the management of a pipeline of acquisition strategies, work collaboratively with an industry “deal team” and gain significant exposure to high-profile clients and business leaders early on in the job.
A few highlights of your day-to-day responsibilities*
- Identify attractive companies through primary strategic research.
- Manage a proprietary database of researched companies.
- Communicate professionally with business owners & key executives over the phone and through other outreach, using a consultative business sales approach.
- Write professional correspondence (letters and emails) to key executives.
- Develop marketing materials to pitch various clients and strategies.
*Please note that there is no financial modeling in the role and only minor financial statement analysis.
The successful candidate will be:
- Entrepreneurial, a go-getter, smart, eager to learn, hard-working, organized, detail-oriented, tenacious, charismatic, intrinsically motivated, adaptable, a quick thinker, energetic, curious, self-directed, able to multi-task well, bounce back from rejection with resiliency… and be a bit competitive!
- Able to relate to diverse businesspeople – from sophisticated bankers and PE firm leaders to street-smart company founders and entrepreneurs.
- A polished communicator – both verbal and written. Someone with a background or naturally wired for sales and deal-making.
- Willing to roll up sleeves, provide hands-on support to Associates in pursuing new deals with a driven work ethic and an intuitive knack for engaging with people and work collaboratively with the “deal team.”
- Excited about getting a practical, on the job “mini-MBA” education without the expense of graduate school.
We do have a few requirements:
- BS/ BA degree from an accredited four-year university. All majors are encouraged to apply.
- After graduation, 1-3+ years of experience in any field. Finance, sales, and/or professional internship experience is a plus.
- Proficiency with Microsoft Office, strong attention to details and highly organized.
- A self-starter and able to effectively contribute within a team environment.
- Closely align with the characteristics of a successful candidate (above).
What we bring to the table for you:
- The opportunity to get involved in the private equity industry early in your career and work towards becoming an established deal maker down the road (This is an industry hard to get into and often requires years of experience and an MBA from prestigious university).
- The potential to earn more money than other professions, with a company that provides the formula to succeed and eventually the possibility to earn equity in closed business deals.
- Comradery with a great group of driven, smart, creative and “can-do” professionals.
- A culture that inspires learning, encourages autonomous work, fosters team collaboration, rewards hard work and results, and offers a sustainable work/life balance with the opportunity for a long-term career path.
- 401(k) plan with profit sharing after a standard waiting period.
- Compensation: An M&A Analyst will start at $72,000 base salary and will earn bonuses on closed transactions. As an Analyst grows in the company (Analyst II, Sr. Analyst, Associate, Sr. Associate) they can expect for their bonuses to significantly grow.
- Comprehensive benefits package (medical, dental, vision) after a standard waiting period.
Harvey & Company LLC is an Equal Opportunity Employer who is committed to maintaining an inclusive work environment. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, veteran status, gender identity, pregnancy, or any other legally protected status based on federal, state or local law, including national origin or citizenship.
Harvey & Company LLC is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact sbennett@harveyllc.com for assistance.