Deal Transaction Outreach Analyst, Middle Market Team

My client is looking for business professionals to fill the role of Deal Transaction Analyst on its sell-side Middle Market mergers and acquisitions team based in Tampa, Florida. Analysts begin learning negotiation skills, valuation metrics, and the entire M&A process from their first day on the job. They engage clients and potential acquirers daily; generating buyer interest in clients, negotiating the terms of non-disclosure agreements, and initiating the response to the buyer’s inquiries into their team’s portfolio of businesses for sale.Job Responsibilities:Analysts will work together as part of a team, under the direct supervision of a senior team member. The role of Senior Analyst or Associate serves as the next logical step in the analyst’s advancement and they will thus have clear visibility into future potential career opportunities.Your specific duties as a Deal Transaction Analyst will include:Developing and building relationships with clients (business owners pursuing the sale of their business) and pool of potential acquirers for those businesses. This is a front-line role involving frequent communication with seller-clients and buyers, primarily via phone and email.Managing early stages of each acquirer-seller relationship from introduction to preliminary negotiations.Performing research to uncover potential companies and individuals interested in acquiring businesses owned by clients.Reaching out to potential acquirers via phone and email.Managing client’s profiles on third party and proprietary online portals and responding to inquiries on such portals.Negotiating nondisclosure agreements (NDAs) with potential acquirers.Preparing executed NDAs and acquirer profiles for clients.Obtaining clients’ approval of NDA’s and potential acquirers’ access to client’s marketing materials which contain sensitive business data.Fielding approved potential acquirers’ additional questions about clients, replying where possible and seeking additional data from clients where required.Arranging meetings and conference calls between clients and acquirers, occasionally moderating such calls.Following up on conference calls and onsite visits.Driving approved potential acquirers to submit offers for clients’ businesses.Developing relationships with private equity funds, venture capital funds, family offices, and active trade buyers.Assisting team members in preparation and revision of clients’ marketing materials, primarily through requesting additional information from clients and assembling lists of potential acquirers.Communicating effectively with clients by phone and electronic means to obtain client information and convey results of analysis.Researching industries and M&A market segments.Preparing reports of findings, illustrating data graphically, and translating complex findings into written text.Job Requirements:As an analyst, you must be a highly energetic and passionate individual with a positive and highly motivated can-do attitude. You must have a strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an analyst that you possess excellent verbal and written communication, analytical, mathematical, and interpersonal skills, as well as presentation abilities.Analysts deal only with existing clients. As a client-facing role, each analyst must be able to convey bad news and deal with clients' unique sensitivities while keeping each client moving through the company sales process at a steady pace.Specific qualifications for the Deal Analyst include:Bachelor’s DegreeMinimum two years or relevant work experience. M&A experience preferred.Ability to effectively present information and respond to questions from clients, buyers, managers, and others.Prioritization and organization skills.Proficiency in Word, Outlook, and Excel.Communication skills: written and verbal; delivering information in an empathetic, yet persuasive manner.Proficiency with online research including proprietary sources such as Hoovers, IBISWorld, DealNexus, PrivCo, Corpfin, Pitchbook, OneSource, and First Research.Commercial understanding and awareness of the M&A business and process.Availability and willingness to work outside normal business hours at times, whether early or late, as required by client schedules and expectations.Availability and willingness to travel for occasional overnight trips on short notice (rarely, if ever, no longer than two days).Ability to obtain a Florida real estate salesperson license within 3 months of employment (company covered expense)Have no unfavorable history with FINRA, the SEC, or any state regulatory agency.Must be able to work in the office, Monday-Friday, as this is not a remote or hybrid position.Professional dress attire is required.