M&A Advisor - Freelance

Hypeak • Contract • United States • $20 / hour • 2d ago

About Us

We are a consulting firm dedicated to supporting entrepreneurs and business owners in acquiring small and mid-sized businesses with operations in North America and Europe. Our focus is on deals under $10 million. We deliver comprehensive advisory services, designed to streamline the acquisition process and provide clients with the clarity and confidence needed to achieve their strategic goals

Job Overview

As an M&A Advisor, you will oversee the entire acquisition process for our clients, acting as a strategic advisor and facilitator. From deal sourcing to closing, you will collaborate with key stakeholders including the Financial Analyst, lawyers, CPAs, lenders, and investors to ensure a smooth and successful transaction. This role demands a proactive and detail-oriented professional who can manage the complexities of M&A transactions while delivering exceptional client experiences.

Key Responsibilities

Client Advisory: Serve as the main advisor for clients, offering strategic guidance throughout the acquisition process. Attend calls with sellers to represent clients and build trust.
Valuation: Perform business valuations, analyzing financial statements, market trends, and industry data. Refine insights with input from the Financial Analyst.
Deal Structuring: Propose tailored acquisition strategies, including deal structures such as earn-outs, seller financing, or SBA loans.
Negotiation: Lead discussions with sellers and brokers to secure favorable terms for clients. Address roadblocks to move deals forward.
Due Diligence: Coordinate with lawyers and CPAs to review financial, operational, and legal aspects. Provide input on risks and opportunities for clients.
Financing Support: Work with lenders and investors to secure funding, prepare pitch decks, and assist in presenting the business case.
Data Room Management: Organize transaction documents, ensuring all required materials are accessible and accurate. Collaborate with the Financial Analyst for document preparation.
Closing Support: Oversee final preparations for deal closings, ensuring smooth execution and addressing any last-minute concerns.

Qualifications

Bachelor’s degree in Business, Finance, or a related field (MBA preferred).
2+ years of experience in M&A, business brokerage, or financial advisory.
Expertise in valuations, deal structuring, and transaction management.
Strong communication and interpersonal skills, with experience in seller and stakeholder negotiations.
Ability to manage multiple deals in a fast-paced environment.
Familiarity with SBA financing and asset sale transactions is a plus.

What We Offer