M&A Analyst / Deal Coordinator

MGL Business Solutions LLC · Cincinnati, Ohio

FULL TIME

Job Description

Position Overview

Bachelor’s degree in Accounting, Finance/Economics, Project Management, along with business or marketing background a plus. (Associate’s degree plus relevant experience considered).
Sales aptitude and desire to become certified as a Certified Business Intermediary/ CEPA in the future.
Highly organized and the ability to multi-task on several deals and the self-discipline to do it remotely.
Comfortable reading P&L, balance sheet and tax return, along with models in Excel.
Knowledge of CRM systems. (GoHighLevel is our platform) and other business platforms.
Strong communication and advanced customer service/ networking skills.

Essential Job Functions
Data Collection, Deal Modeling and Financial Analyst for small to middle market businesses.
Completing CIM/CBR/ Business Valuations for all Sellers which requires accounting and finance background to complete financial reports for the business.
Posting all new listings to marketplace websites (BizBuySell, MGL, BusinessBroker.net)
Controlling the Buyer pipeline: NDA signed, Buyer qualification for the deal; Letter of Intent to closing on the business for sale.
Work directly with Brokers and Marketing Coordinator towards exceeding goal attainment.
Managing Seller Lead Generation (Business Exit Readiness, telemarketing, SMS, email, etc.)
Maintain and management of CRM System, GoHighLevel with customer databases.
Support sponsorships for golf outings and other social functions for lead generation.