As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues to guide clients through a variety of transaction-related projects focused on preparing companies for sale and supporting them throughout the deal process. You will:

Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support the development of an equity story and other go-to-market materials

Utilize both Excel and Business Intelligence tools (PowerBI, Power Query, and Power Pivot) to develop a variety of granular financial, operational, and business segment analyses

Analyze, quantify, and validate deal-related assumptions including synergies, add-backs, and pro-forma financials

Manage and / or support the development and population of an investor-ready data room

Work with CFOs and their teams, respond to due diligence and other deal-related questions from either financial (private equity) or strategic (corporate) buyers

Travel to client site as needed

The following representative engagement is emblematic of the type of work you’ll do as an Associate at Accordion: A PE-owned SaaS company requires sale preparation and related transaction support. Accordion has been engaged to take a leadership role alongside the CFO in the sell-side process. The deliverables include historical financial reporting, financial and operational KPIs, a 5-year financial projection model, and identification of value creation initiatives (realized and yet to be realized) to maximize the exit valuation. The Accordion team will serve as an extension of the CFO’s office to support a sale by responding to requests from investment banks, the executive team, and the sponsor during the preparation process, and to potential buyers during the sale process.

Associate, Exit Planning and Transaction Support

Responsibilities

Qualification

Required

Benefits

Company

Accordion

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