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 neededPartner with cross-functional teams to ensure timely information flowQuality-check, analyze, and summarize operational and financial diligence dataDraft preliminary term sheets / LOIsInvestment Memos
Analyze business trends in revenue and margin, including analysis of raw data setsAssist in industry-specific analyses focused on post-close synergies and value creationDevelop pro forma financials and projectionsIdentify trends in the target’s competitive environmentSummarize and present findings and investment recommendations to senior management and the Board of DirectorsDeal Execution
Work with internal stakeholders to support integration planning across multiple functions within the organizationAid in the deal structuring and negotiation processWork closely with key deal vendors including outside accounting and law firmsCorporate 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 stakeholdersQUALIFICATIONS
Bachelor's degree with a concentration in accounting, business, or finance1-3 years of relevant work experience in FP&A, consulting, corporate development, investment management, finance, or similar rolesAbility to organize ideas, synthesize information, and articulate key arguments and findings in oral, written, and presentation formAdvanced proficiency in Excel and PowerPoint; comfort working with financial models and large datasetsPrior M&A exposure is preferred but not requiredPERSONAL ATTRIBUTES
“Go-getter” : Self-starter willing to put in the time and effort to put together quality work in order to meet deadlinesResults-Oriented : Links decisions to overall business objectives; a competitive drive for resultsDecisive : Track record of making and implementing sound strategic decisions based on a mixture of analysis, experience and judgmentDetail-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 levelsFinancial Acumen : Ability to connect strategies to financial outcomes and understand the business drivers behind the numbersData-Driven : Collect, analyze, and interpret data when making important decisionsPeople-Focused : Ability to embrace, support and practice a collaborative style that goes beyond relationship building; achieve results with and through othersTRAVEL
Ability to travel occasionally to support transaction efforts as neededLOCATION
Memphis, TN (In-Office)