Mergers & Acquisitions Analyst – Healthcare Transitions

About the role

Cain Watters & Associates is hiring a Mergers & Acquisitions Analyst in Frisco, Texas, reporting to the Director of Transaction Success at 7 Pillars. The analyst supports healthcare and healthcare-adjacent businesses seeking a transition by reviewing financial statements, tax returns and operational data to assess performance, estimate value and project outcomes for private practice sales, PE partnerships, DSO affiliations and other deals. After the engagement letter is signed, the analyst joins the client with the Deal Team and supports the analysis, letter of intent and diligence phases.

Key responsibilities

• Gather financial information from clients and their representatives and analyze it for trends and anomalies
• Analyze financials, tax returns and operational data of dental practices to estimate value and price
• Answer questions from potential partners about valuation assumptions and operational data
• Support the director in guiding clients through partner diligence, including quality of earnings reviews and legal documentation
• Prepare targeted questions for clients and give buyers information to speed up due diligence
• Develop financial recommendations with the team and respond to client inquiries promptly

Required profile

• Bachelor's degree in Accounting, Finance or a related field
• 2 years of valuation, analysis or relevant experience preferred
• CPA or CPA candidate preferred; advisory experience (litigation, valuation, consulting) highly desired
• Healthcare or dental experience is a plus but not required
• Detail-oriented, organized and analytical, with strong communication and problem-solving skills
• Ability to work in a fast-paced environment, manage multiple projects and meet deadlines
• Hybrid arrangement: 2-3 days in the office, with extra presence for training and meetings; no travel expected

Required skills

• Advanced Microsoft Office, with emphasis on Excel and use of Co-Pilot
• Financial analysis and valuation

What we offer

• Pay of $70,000 to $90,000 plus quarterly performance incentives
• Heavily subsidized medical insurance, generous HSA contributions and unlimited PTO
• Disability, accident, life and telehealth insurance, dental and vision plans
• Safe Harbor 401(k), paid professional dues, continuing education and family planning assistance