The M&A Analyst is part of the Mergers and Acquisitions team and is responsible for researching the market, and presenting findings and suggestions for merger and acquisition prospects for the business. The M&A Analyst analyzes incoming mergers and acquisitions; he has diverse abilities that aid in various areas such as the identification and comprehension of transactions and competencies as well as the presentation of findings to senior M&A management.
Additionally, with the aim of enabling successful transaction execution and integration, these abilities aid in the initiation and implementation of action plans for due diligence as well as for the formulation of preferred routes of approach. The M&A Analyst constructs and actively communicates with cross-functional departments in support of the diligence and investigation of prospective opportunities.
Objectives and Responsibilities of the M&A Analyst
Research & Prospecting: The M&A Analyst is tasked with conducting research on prospective firms and preparing customized presentations for business executive teams to use in negotiation meetings. In this role the M&A Analyst collects large amounts of data on other business’s, companies, firms etc., and becomes highly knowledgeable on the competitive landscape within the geographically assigned area of consideration.
The M&A Analyst takes initiative to contact prospective mergers and acquisitions and prepares appointments for prospective businesses to meet with corporate leadership and senior management. He directly researches and approaches merger and acquisition targets through multiple channels inclusive of internet prospecting, employee referrals, networking, database searches, internet ads, and so forth.
Analytics: The M&A Analyst also has an analytical role where he is tasked with the formulation of financial reports based on shared private and public information, inclusive of the prospective business’s company revenue, staff resources assessments, and general due diligence. The M&A Analyst also conducts research and analysis on prospective business’s consumers as well as their industry sub-sectors and takes initiative to contribute to those businesses.
In this role, the M&A Analyst initiates the tracking of key metrics and ensures that the data he gathers is accurate and current after which he creates reports for senior merger and acquisition management for consideration.
Strategy: The M&A Analyst will play a strategic role where he enhances marketing materials and acquisition stories that position the business with potential targets. He develops detailed industry materials for various industry sub-sectors, plans, prioritizes, and delivers marketing enhancements. It is also his duty to maintain healthy consumer relations during the period of a merger or acquisition deal from formulation to execution.
The M&A Analyst empowers mergers and acquisitions efforts by designing suitable solutions that address business process needs and key infrastructures. The M&A Analyst is tasked with staying up to speed and aiding the business in translating the potential merger or acquisition targets into current prospects using the business’s language and methodologies in order to initiate the process of realising the potential business target.
Collaboration: The role of the M&A Analyst is a collaborative role and in this position, he works closely with senior M&A management on all prospecting activities. He also works collaboratively with this senior management in identifying merger and acquisition targets within the business’s market. The M&A Analyst also participates in systems implementation projects alongside senior M&A management, for example, test execution, or issue identification and resolution.
The M&A Analyst additionally works with internal and external technology teams in defining associated systems and business processes necessary to facilitate the merger or acquisition at hand. He also maintains close contact with various internal teams in the business in order to guarantee the smooth running of the execution process.
Other Duties: The M&A Analyst performs similar duties as he deems fit for the proper execution of his duties and duties as delegated by the M&A Associate, M&A Vice President, M&A Director, or the Chief Business Development Officer.
Required Qualifications of the M&A Analyst
Education: The M&A Analyst must have a bachelor’s degree in Business, Accounting, Finance, Economics, or any other related field. Equivalent practical experience of the same is also acceptable for the position.
Experience: A candidate for this position must demonstrate a capability to negotiate financial deals along with the ability to make wise decisions coupled with a keen eye for detail. The candidate must demonstrate substantial knowledge in the workings of electronic market forecasting and market trading software programs.
He will also have substantial knowledge and understanding of financial business law, be familiar with fundamental company acquisitions strategies, and be knowledgeable on merger processes. The M&A Analyst will also have had some experience in CRM and will demonstrate an understanding of broker practices and culture along with an ability to influence senior business management within a business setting. A suitable candidate for this position will also have experience in one or more business domains, for example, finance and human resources.
Communication Skills: Communication skills, both in written and verbal form are imperative for the M&A Analyst who will need these skills in his interactions with prospective business leadership. The quality and clarity of his communication with these prospective mergers and acquisitions may be the determinant of the success or failure of the transaction.
He will also need excellent communication skills in his interactions with senior M&A management and other collaborating personnel. He will also need to have exceptional communication skills in drafting analyses reports for senior M&A management, which must be clear, comprehensive, exhaustive, and easy-to-understand in order to facilitate appropriate decision-making in sensitive merger and acquisition matters.
Ms Office/Software: The candidate must also demonstrate proficiency in the use of Ms Word, Ms Excel, and PowerPoint, which will be necessary for the creation of both visually and verbally engaging reports and presentations for senior M&A management and collaborating personnel.
Research and Analytical Skills: The M&A Analyst will have a demonstrated passion for analytics and the insights realized from processing raw information and data. He will possess strong research, analytical modeling, and technical skills as well as strong skills in the use of relational database management systems such as Oracle, SQL Server, MySQL, and Sybase.
Interpersonal Skills: The candidate for the position must have exceptional research skills, have an enthusiasm for making connections with new people, be a good team player, be a self-starter with outstanding work ethic, and have a keen eye for detail. He must also work comfortably in a group/cross-functional setting, have excellent problem solving skills, and have an ability to remain calm in the face of uncertainty, inspiring the same in collaborating personnel and prospective mergers and acquisitions.
People Skills: As a representative of the business to prospective mergers and acquisitions, the M&A Analyst must be a confident but approachable and likable individual who portrays a similar image of the business, hence inspiring trust in prospective mergers and acquisitions and subsequently enabling the execution of the transaction.