M&A Analyst

Also known as: M&A Transaction Analyst (Freelance), Mergers and Acquisitions Analyst (Contract), Deal Analyst (Remote)

See 2 live M&A Analyst jobs

Role Overview

The Freelance Analyst (m/w) in M&A Advisory plays a pivotal role in the complex and dynamic world of mergers, acquisitions, and divestitures. This position is responsible for conducting in-depth research, financial modeling, and data analysis to support clients in strategic decision-making regarding corporate transactions. You'll be instrumental in evaluating potential targets or divestitures, assessing financial health, identifying synergies, and mitigating risks.

In today's competitive business landscape, strategic M&A activities are crucial for growth, market expansion, and portfolio optimization. As a freelance M&A Analyst, you offer specialized expertise on a project basis, providing flexibility and cost-effectiveness for companies. The demand for skilled M&A professionals, particularly those with analytical prowess and a strong understanding of financial markets, remains consistently high, with a growing trend towards flexible and remote work arrangements.

This role demands a sharp intellect, meticulous attention to detail, and the ability to synthesize vast amounts of information into actionable insights. You will work closely with senior advisors, clients, and other stakeholders, contributing directly to the success of high-stakes transactions. If you thrive in a fast-paced environment, enjoy problem-solving, and have a passion for corporate finance and strategic growth, this freelance opportunity offers significant potential for impact and professional development.

Key Responsibilities

  • Conduct comprehensive due diligence on potential acquisition targets or divestiture candidates, including financial, operational, and market analysis.
  • Develop and maintain detailed financial models (e.g., DCF, LBO, accretion/dilution models) to support valuation and transaction structuring.
  • Prepare insightful presentations and reports for clients and deal teams, summarizing key findings, risks, and recommendations.
  • Analyze market trends, industry dynamics, and competitor landscapes to identify strategic opportunities and threats.
  • Assist in the preparation of transaction-related documents, such as information memorandums, teasers, and management presentations.
  • Perform valuation analyses using various methodologies (e.g., comparable company analysis, precedent transactions).
  • Support the negotiation process by providing financial and strategic analysis for deal terms.
  • Coordinate with legal counsel, accountants, and other advisors to ensure seamless transaction execution.
  • Identify and quantify potential synergies and cost savings for proposed transactions.
  • Monitor post-transaction integration activities and provide analytical support as needed.

Required Skills

Technical Skills

Financial Modeling (DCF, LBO, Accretion/Dilution) Valuation Techniques (Comps, Precedents) Financial Statement Analysis Due Diligence Procedures Market Research and Analysis Data Analysis and Interpretation Microsoft Excel (Advanced) PowerPoint Presentation Development Understanding of Corporate Finance Principles Accounting Principles

Soft Skills

Analytical Thinking Problem-Solving Communication (Written & Verbal) Attention to Detail Time Management & Organization Adaptability & Flexibility

Tools & Technologies

Microsoft Excel Microsoft PowerPoint Bloomberg Terminal Refinitiv Eikon CapIQ (S&P Capital IQ) FactSet PitchBook Data Room Software (e.g., Intralinks, Virtual Data Room)

Seniority Levels

A Junior Freelance Analyst in M&A Advisory typically possesses 1-3 years of experience, often gained through internships or entry-level roles in investment banking, corporate development, or financial consulting. Your primary focus will be on supporting senior team members by conducting foundational research, building basic financial models under supervision, and gathering data for due diligence. You'll be expected to demonstrate a solid grasp of accounting principles and financial statement analysis, with a keen eye for detail in data compilation and presentation preparation.

Key responsibilities at this level include assisting with market research, preparing initial drafts of financial models, organizing data for due diligence, and contributing to the creation of client presentations. You'll learn extensively from experienced professionals, honing your analytical and modeling skills. While strategic input is limited, your ability to execute tasks accurately and efficiently is paramount.

Compensation for junior freelance M&A analysts can range from $50,000 to $80,000 annually, depending on the project's complexity, duration, and the analyst's demonstrated capabilities. This level offers a fantastic opportunity to build a robust M&A skill set and gain exposure to a variety of transaction types.

Frequently Asked Questions

What are the typical project durations for a freelance M&A Analyst?
Project durations can vary widely, from a few weeks for specific due diligence tasks to several months for end-to-end transaction support. Smaller transactions might conclude within 2-4 months, while larger, more complex deals can extend over 6-12 months or even longer. As a freelancer, you'll often engage on a project-by-project basis, with the possibility of ongoing work with successful clients.
What kind of clients can I expect to work with as a freelance M&A Analyst?
You can expect to work with a diverse range of clients, including private equity firms, venture capital firms, strategic corporate buyers, sellers looking to divest, and investment banks. The size of the client can range from small to medium-sized businesses (SMBs) to large multinational corporations, depending on the nature of the M&A advisory firm you're contracting with or the clients you directly source.
What are the essential software skills for a freelance M&A Analyst?
Strong proficiency in Microsoft Excel is non-negotiable, particularly for financial modeling and data analysis. You'll also need to be adept at Microsoft PowerPoint for creating client presentations. Familiarity with financial data terminals like Bloomberg, Refinitiv Eikon, or CapIQ is highly beneficial for market research and company data. Experience with virtual data room software is also advantageous.
How do I find freelance M&A Analyst opportunities?
Opportunities can be found through specialized freelance platforms, professional networking sites like LinkedIn (following M&A advisory firms and posting your availability), direct outreach to M&A advisory firms, and through your professional network. Building a strong portfolio of past projects and testimonials is crucial for attracting clients.
What is the difference between a freelance M&A Analyst and an in-house M&A Analyst?
The primary difference lies in employment structure. In-house analysts are full-time employees of a single company, focusing on that company's M&A activities. Freelance analysts work for multiple clients on a project basis, offering specialized skills and flexibility. Freelancers typically manage their own administrative tasks, taxes, and benefits, while in-house analysts receive these as part of their employment package.
What are the key qualifications for a freelance M&A Analyst?
A Bachelor's degree in Finance, Economics, Accounting, or a related field is typically required. An MBA or Master's degree in Finance is often preferred, especially for more senior roles. Relevant certifications like the CFA (Chartered Financial Analyst) can also be a significant advantage. Proven experience in financial modeling, valuation, and due diligence is paramount.

Salary Range

$50k - $150k /year

Based on global market data. Salaries vary significantly by location, experience, and company size.

Career Path

1
M&A Associate
2
Investment Banking Analyst/Associate
3
Corporate Development Manager
4
Financial Advisor/Consultant

Ready to apply?

We have 2 M&A Analyst positions open right now.

Find M&A Analyst Jobs