Mergers & Acquisitions Analyst - 7 Pillars

Summary/Objective

Reporting to the Director of Transaction Success of 7 Pillars, the Mergers & Acquisitions Analyst assists with initial underwriting and financial analysis for healthcare and healthcare-adjacent businesses pursuing a transition. The analyst reviews financial statements, tax returns, and operational data to support assessments of financial performance, estimates of value, and projections across a variety of transaction types, including private practice sales, private equity (PE) partnerships, Dental Support Organization (DSO) affiliations, and other business transition opportunities. Once an engagement letter is in place, the Mergers & Acquisitions Analyst is introduced to clients alongside the dedicated Deal Team and works closely with team members to support the Analysis, Letter of Intent, and Diligence phases of the transaction. Throughout the diligence process, the analyst also collaborates with clients, their representatives, and third-party financial firms to help ensure the accuracy and completeness of required financial documentation.

Essential Functions

1. Utilize existing skill set and financial acumen to learn and improve our firm’s analysis techniques and processes while continuing to provide our clients with the utmost level of service.

1. Complete diligence documentation gathering through requests and interactions with client and clients’ representatives.

1. Analyze financials, tax returns and other operational data of dental practice to perform financial analysis and estimates of value/price

1. Respond to questions from interested potential partners about financial and operational data and assumptions related to practice valuation

1. Support Director of Transaction Success in providing guidance to clients during partner diligence process including Quality of Earnings review and legal documentation of transaction.

Responsibilities and Duties

1. Communicate with clients to gather the appropriate financial information

1. Analyze financial data for trends and anomalies

1. Conduct financial and operational analyses related to client transition opportunities, including private practice transactions, PE/DSO partnerships, and other ownership transition strategies, providing insights and recommendations to support client decision-making

1. Assess the economic performance of the client’s practice

1. Develop innovative approaches to produce deliverables that address client questions and objectives

1. Work with the team to develop financial recommendations based on analysis performed.

1. Respond to client inquiries and questions in a professional and timely manner.

1. Provide information to interested buyers on behalf of clients to facilitate the due diligence process.

1. Develop and prepare insightful, targeted questions for clients based on thorough analysis of valuation data, ensuring alignment with client objectives and addressing key areas of interest or concern.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• 2 years valuation, analysis, or relevant experience preferred

• Bachelor's degree in Accounting, Finance, or related field required

• A CPA or CPA candidate is preferred

• Experience in an advisory setting (i.e. litigation, valuation, and/or consulting) is highly desired

• Experience in the healthcare or dental field would be a positive, but not required

• Must be detail oriented with strong organizational and analytical skills

• Advanced knowledge of Microsoft Office (emphasis on Excel) and use of Co-Pilot

• Proven experience building trusted relationships with clients

• Strong initiative and ability to manage multiple projects as well as strong follow through skills

• Excellent verbal and written communication required

• Keen intuition and ability to professionally problem solve and present recommendations or practical suggestions to clients

• Ability to complete projects timely and accurately critical

• Self-starter, able to initiate projects as well as successful follow through on projects

• Above average level of organizational and prioritizing skills

• Ability to work well with others in fast paced, dynamic environment

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. 

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary. 

Position Type and Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m but given the client service nature of the business, extend hours are sometimes required. This role offers a hybrid work arrangement; 2-3 days in-office presence is required.  Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate. 

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Minimum: $70,000.00 - Maximum: $90,000.00 USD

Quarterly performance incentives

Benefits

Heavily subsidized medical insurance options

Generous employer HSA contributions

100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health

Dental and Vision plans

Unlimited PTO

Organization-paid holidays, including an extended Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, licenses, and renewals

Continuing Education resources

Family Planning Assistance Program and Paid Parental Leave

Subsidized fitness programs

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.