Mergers & Acquisitions (M&A VA)

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Industry: Recruiting, Investment Banking, Financial Services, Private Equity




Job Summary

We are seeking a highly skilled and detail-oriented Mergers & Acquisitions Virtual Assistant (M&A VA) to support our firm in executing M&A transactions, conducting market research, and managing critical deal documentation. The ideal candidate has a strong background in M&A, particularly in recruiting, investment banking, private equity, or other financial services sectors. They will assist in deal sourcing, financial modeling, due diligence, and overall transaction execution.




Key Responsibilities

1. M&A Transaction Support

Assist in deal origination, evaluation, and execution in collaboration with senior executives.
Conduct preliminary research on potential M&A targets and provide structured reports.
Support in due diligence by gathering financial, legal, and operational data.
Assist in the preparation of Confidential Information Memorandums (CIMs), NDAs, LOIs, and other transaction-related documents.

2. Financial & Market Analysis

Conduct financial modeling, valuation analysis (DCF, multiples, precedent transactions, etc.), and sensitivity analysis.
Perform industry and market research to identify M&A trends and competitive insights.
Analyze financial statements and business performance metrics of target companies.
Compile reports on market trends, comparable deals, and competitor analysis.

3. Deal Flow & Pipeline Management

Track and update deal pipelines using CRM tools (e.g., Salesforce, Zoho, or HubSpot).
Maintain an organized database of M&A prospects, investors, and key contacts.
Assist in scheduling meetings, investor calls, and due diligence sessions.
Ensure all M&A documentation and communication are stored systematically.

4. Administrative & Communication Support

Manage??email correspondence, calendars, and follow-ups related to M&A transactions.
Prepare investment presentations, pitch decks, and executive summaries.
Coordinate with legal, financial, and operational teams to ensure smooth transaction flow.
Assist in drafting and proofreading contracts, agreements, and reports.

5. Compliance & Reporting

Ensure all M&A transactions follow legal and regulatory compliance standards.
Maintain accurate records of deal terms, key documents, and communication logs.
Generate reports for leadership on deal progress, financial insights, and industry updates.




Required Skills & Qualifications

Must-Have:

5+ years of experience in Mergers & Acquisitions, Investment Banking, Private Equity, or Corporate Finance.
Strong understanding of M&A deal structures, financial modeling, and due diligence processes.
Excellent research, financial analysis, and data interpretation skills.
Experience with CRM tools (e.g., Salesforce, Zoho, HubSpot) and data management.
Strong proficiency in Excel, PowerPoint, Google Sheets, and financial modeling software.
Exceptional written and verbal communication skills.
Highly organized with the ability to manage multiple deals simultaneously.
Strong knowledge of recruiting and staffing industry M&A trends (preferred but not required).
Ability to work independently, meet deadlines, and thrive in a fast-paced environment.




Nice-to-Have:

Experience with legal documentation review (NDAs, LOIs, SPAs, etc.).
Knowledge of financial due diligence tools (PitchBook, Capital IQ, Bloomberg, etc.).
Background in business development, deal origination, or investor relations.
Experience supporting C-suite executives, investment bankers, or M&A advisors.