Mergers and Acquisitions AnalystRedwood Services • Memphis, TN, United States

Mergers and Acquisitions Analyst

Redwood Services • Memphis, TN, United States

1 day ago

Job type

Full-time

Job description

COMPANY OVERVIEW

Founded in 2020, Memphis-based Redwood Services is building a family of people-focused essential home service companies, actively investing in the HVAC, plumbing, and electrical trades throughout the United States. Redwood is now one the largest, fastest growing investors in the space - operating multiple brands across the country and continuing to build out a national network of premier home services companies.

POSITION SUMMARY

The M&A Analyst will support all aspects of the M&A lifecycle, including top-of-funnel deal evaluation, initial diligence, investment memos, and deal execution. In addition, the role will assist with corporate strategy and financial analysis at the Redwood HoldCo level.

This is a highly visible position that will work closely with the broader senior leadership team and the Board of Directors. The ideal candidate will be intellectually curious, detail-oriented, and collaborative, with a “roll up the sleeves” mentality.

KEY RESPONSIBILITIES

Deal Evaluation

Gather, analyze and evaluate accounting, financial and operational data and other key business metrics to evaluate potential Partners / Tuck-ins – including preparation of deal datapacks and other key evaluation tools
Form initial opinions on the potential fit as a Redwood Partner / Tuck-in Opportunity

Initial Diligence

Maintain and update diligence status, sharing with target companies as needed

Partner with cross-functional teams to ensure timely information flow

Quality-check, analyze, and summarize operational and financial diligence data

Draft preliminary term sheets / LOIs

Investment Memos

Analyze business trends in revenue and margin, including analysis of raw data sets

Assist in industry-specific analyses focused on post-close synergies and value creation

Develop pro forma financials and projections

Identify trends in the target’s competitive environment

Summarize and present findings and investment recommendations to senior management and the Board of Directors

Deal Execution

Work with internal stakeholders to support integration planning across multiple functions within the organization

Aid in the deal structuring and negotiation process

Work closely with key deal vendors including outside accounting and law firms

Corporate Strategy / Financial Analysis

Contribute to Redwood HoldCo financial / strategic modeling (long-term cash flow, KPI / covenant analysis, valuation metrics, etc.)

Track key HoldCo metrics (IRR, MOIC, entry multiples, exit multiples)

Prepare materials for quarterly lender packages, Board meetings, investor presentations, and other stakeholders

QUALIFICATIONS

Bachelor's degree with a concentration in accounting, business, or finance

1-3 years of relevant work experience in FP&A, consulting, corporate development, investment management, finance, or similar roles

Ability to organize ideas, synthesize information, and articulate key arguments and findings in oral, written, and presentation form

Advanced proficiency in Excel and PowerPoint; comfort working with financial models and large datasets

Prior M&A exposure is preferred but not required

PERSONAL ATTRIBUTES

“Go-getter” : Self-starter willing to put in the time and effort to put together quality work in order to meet deadlines

Results-Oriented : Links decisions to overall business objectives; a competitive drive for results

Decisive : Track record of making and implementing sound strategic decisions based on a mixture of analysis, experience and judgment

Detail-Oriented Multitasker : Excels at handling competing demands while keeping accuracy top of mind

“Roll-up-the-sleeves” attitude : Doing more with less; finding new approaches to meet organizational needs; ability to work at both the granular and strategic levels

Financial Acumen : Ability to connect strategies to financial outcomes and understand the business drivers behind the numbers

Data-Driven : Collect, analyze, and interpret data when making important decisions

People-Focused : Ability to embrace, support and practice a collaborative style that goes beyond relationship building; achieve results with and through others

TRAVEL

Ability to travel occasionally to support transaction efforts as needed

LOCATION

Memphis, TN (In-Office)

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Acquisition Analyst • Memphis, TN, United States

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