M&A Associate

We help Americans unlock wealth and free themselves from the corporate day-to-day grind through acquisitions. We're a rapidly growing firm, and we're looking for sharp, adaptable, and highly organized individuals to join our lean, remote team.If you are a highly organized, proactive, and detail-oriented M&A Associate looking to support the full lifecycle of client transactions — from deal sourcing to closing — this role is for you. This individual will serve as a right hand to the Deal Maker, ensuring accountability across teams, providing oversight on key workflows, and stepping in where necessary to move deals forward. What You’ll DoSupport full-cycle deal execution: Help keep transactions organized and moving from sourcing through closing with clear communication and consistent follow-through.Monitor deal flow and momentum: Track workflows across teams, spot where progress is slowing, and flag risks or blockers early so deals stay on pace.Own quality control on deliverables: Review valuations, presentations, and client-facing outputs to ensure accuracy, clarity, and professionalism.Manage key communication channels: Triage escalated client questions in Slack and email, route items to the right owners, and ensure timely, thoughtful responses.Step into delegated approvals: Assist with sign-offs on models, documents, and other deliverables to prevent delays and keep work moving.Support LOI and valuation stages: Help review and approve valuations as deals enter LOI and coordinate next steps with the Deal, LOI, and Closing teams.Coordinate diligence and closing: Maintain checklists, confirm deliverables, align stakeholders, and help manage pre- and post-LOI processes through to close.Act as a deal “firefighter”: Jump in where needed to troubleshoot issues, unblock stakeholders, and keep deals on track.Ideal ExperienceBackground in finance, M&A, private equity, or investment banking, or experience in a similar analytical and transaction-focused role.Strong ability to manage multiple complex workstreams at once while staying organized and focused on priorities.Comfort working with financial and valuation models and reviewing analytical outputs.Clear and confident communication skills when working with executives, clients, investors, and internal teams.High attention to detail paired with sound judgment in fast-moving situations.A proactive, resourceful approach to problem solving in dynamic deal environments.You Should HaveExperience supporting transactions, deal execution, or project-based financial work in a professional setting.Proven ability to manage documentation, track tasks, and maintain quality control across deliverables.Exposure to deal environments such as investment banking, consulting, Big 4, or transaction advisory is an asset.A self-starter mindset with initiative to anticipate needs, take ownership, and improve how work gets done.What We OfferA chance to sit close to live deals and work directly alongside the lead Deal Maker.Hands-on involvement across sourcing, diligence, LOI execution, and closing.Real opportunities for growth as the firm scales and responsibilities expand.Fully remote work so you can contribute from anywhere.A collaborative team environment where your contributions have clear visibility.Ref: ADM001

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