Investment Associate - M&A Due Diligence

About the role

Partner One, an investment group with a 30-year history of acquiring and growing software companies, is looking for an Investment Associate to join its Mergers and Acquisitions team. The associate supports due diligence and the execution of acquisitions.

Key responsibilities

• Analyze commercial and financial data of acquisition targets and assess their initial fit
• Conduct market research to understand industry trends and spot new acquisition opportunities
• Identify software businesses meeting the group's acquisition criteria and move opportunities through the deal cycle
• Support the M&A team with ad hoc tasks related to closing live deals
• Coordinate with cross-functional teams on data requests, information sharing, project meetings and deal execution

Required profile

• 3 to 7 years of experience in transaction advisory, buy-side financial due diligence, public accounting for tech companies, corporate development, FP&A, revenue or controllership accounting, or business operations at software or SaaS companies
• Strong experience analyzing and evaluating software and SaaS companies
• Degree in Finance, Accounting or a related field; CPA or CFA track is a significant plus
• Ability to interact effectively with C-level executives and availability to work half of each day in line with the North American office hours
• Strong academic performance at a top-tier institution

Required skills

• Working knowledge of US GAAP and IFRS
• Microsoft Suite and strong analytical skills
• Strong written and spoken English, self-starter with good communication skills