Mergers & Acquisitions (M&A) Analyst

Company: Professional Datasolutions, Inc.
Location: Alpharetta
Posted on: September 12, 2020

Job Description:

PDI is the global leader of enterprise management software for the convenience retail, petroleum wholesale and logistics industries. We help over 1,500 customers in 50 countries operating and serving more than 200,000 locations thrive in a digital economy and drive operational efficiencies. Whether they are a single site, multi-site, dealer or a franchise operator, the worlds leading brands trust PDI to optimize their operation. PDI’s enterprise software, wholesale and logistics management software solutions and retail back office systems have been designed around the evolving needs of customers for more than 35 years.

We reimagine enterprise management to help our customers transform their business and deliver exceptional experiences. Backed by the investment of Insight, TA Associates, and Genstar, PDI is embarking upon an aggressive expansion strategy through internal investment in development as well as intensive M&A activity. The result will be a broader, more powerful, international company that serves customers across the entire supply chain, from wholesalers, to retailers, and every stop between.

Position Description

The Mergers & Acquisitions (M&A) Specialist will assist the Senior Vice President of Corporate Development with all aspects of the M&A process, including target identification, research & analysis, and coordinating internal & external participants. This position will also assist in due diligence, purchase agreement negotiation, and construction of financial models and as well as both internal and external presentations. While not directly responsible for integration, this position may also assist with integration planning as well as the handoff to internal integration teams.

This position requires a candidate with outstanding interpersonal skills and strong technical aptitude who is comfortable communicating with C-Level executives. Enthusiastic, disciplined, organized, and self-motivated, the ideal candidate is a team player who is comfortable in a fast-paced environment. This position reports directly to the Senior Vice President of Corporate Development.

Skills & Experience

Technical

REQUIRED 2-5 years of investment banking experience

Expert Microsoft Excel and financial modeling skills, as well as strong command of the full Microsoft Office Suite

Basic accounting and understanding of three statement financials

Experience with at least one closed transaction

Generic

Software industry experience preferred, although position only requires a strong interest in the software industry

Clear, quick, and concise communication, both verbal and written

Job Functions

Identify, research, prioritize, and manage PDI’s pipeline of potential M&A targets, including monitoring of industry news and relevant transactions

Quarterback due diligence, including ownership of data rooms as well as coordinating due diligence requests between the Seller and PDI’s Senior Leadership Team (SLT)

Financial modeling and business case development in close collaboration with PDI’s CFO organization

Construction of concise, informative target presentations to both internal and external constituents

Planning and handoff of preliminary integration strategy and related activities

Next Steps

REQUIRED Brief, one paragraph cover letter describing your investment banking experience as well as your reasons for pursuing a Corporate Development position

PDI’s employee-oriented culture provides a supportive and dynamic work environment for high achievers. PDI seeks individuals who value continuous learning, hold high ethical standards, and are top performers in their respective fields. We offer competitive wages, professional development, superb culture, and a highly competitive benefits package. For more information about PDI, please visit our website at https://www.pdisoftware.com. PDI is an Equal Opportunity Employer. We verify employment eligibility for all new hires using e-Verify.

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Keywords: Professional Datasolutions, Inc., Alpharetta , Mergers & Acquisitions (M&A) Analyst, Other , Alpharetta, Georgia