Mergers and Acquisitions Analyst

Company Overview

Summit Financial LLC is a registered investment advisory firm managing more than $26 billion in assets. For over four decades, it has delivered financial planning and wealth management services to high-net-worth clients. The firm is regularly recognized by Barron’s and Forbes, ranks among the top 50 RIAs, and is one of the fastest expanding advisory firms in the country, supported by more than 160 advisors across 30 states. Its headquarters are in Parsippany, New Jersey.

Role Overview

The M&A Analyst will support merger, acquisition, and sale transactions by preparing financial models, conducting valuations, carrying out due diligence, and building presentation materials. The role focuses on evaluating the strategic and financial impact of potential deals, assessing business fit, and helping senior stakeholders and clients make informed decisions. It requires strong analytical ability, quantitative thinking, and clear communication, along with the capacity to handle demanding workloads in a fast-paced environment.

Key Responsibilities

• Develop detailed financial models to project future performance and estimate business value.
• Perform valuation work using methods such as discounted cash flow and comparable company analysis.
• Prepare pitch books, client decks, summaries, and other presentation materials for internal and external stakeholders.
• Review financial, operational, and related business information to identify risks and opportunities during due diligence.
• Research industries, markets, competitors, and strategic trends to support transaction decisions.
• Build and apply models such as DCF and LBO for potential acquisition targets.
• Analyze target companies and market conditions to identify strategic fit and growth opportunities.
• Coordinate with legal, tax, and other advisors to help move transactions through the execution process.
• Communicate professionally with clients, senior bankers, and third parties involved in the deal process.
• Support the preparation of investment memorandums and transaction-related materials.

Requirements

• Solid grounding in accounting, finance, and quantitative analysis.
• Hands-on experience or strong capability in financial modeling and valuation.
• Strong written and verbal communication skills.
• Ability to manage competing priorities and perform effectively under pressure.
• Working knowledge of merger and acquisition transaction workflows.

Equal Opportunity Statement

All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other protected characteristic under applicable law. The company is committed to building an inclusive workplace where people are respected, supported, and empowered.