About the Role
This role is an exciting opportunity to become a key contributor to a lean, high-energy, high-volume M&A team. The Associate will take on critical functions within the deal origination, diligence, and transaction processes, with a measurable impact on the organization. The experience will be unique and rewarding, exposing the Associate to new industries, business models, valuation methods, research techniques, and C-level executives.
Responsibilities
- Collaborate with Banyan’s M&A and the executive team to source and evaluate acquisitions.
- Lead conversations with owners, advisors, and bankers with the highest level of professionalism and integrity.
- Prepare and analyze financial and non-financial information, valuation, and operational models.
- Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for board approval; and crafting integration strategy.
- Manage diligence processes and engage with internal/external legal, technology, HR, and tax.
- Assist in the finance, operations, and integration of newly acquired businesses.
Requirements
- Strong academic record from a competitive institution with a degree in Business or Finance
- Minimum 4 years of M&A experience, working in private equity, investment banking, transaction advisory, corporate development or a software-specific industry.
- Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
- Advanced written and verbal communication skills with the ability to converse with senior executives.
- Ambitious career goals with the ability to work flexible hours to grow within a fast-growing organization.
- A strong understanding of technology and a passion for the software industry.
Skills
- Financial modeling
- Financial analysis
- Valuation
- Operational modeling
- M&A process management
- Diligence management
- Written communication
- Verbal communication
- Technology understanding
- Software industry passion
Location
- Atlanta
Work Type
- Full-time
Experience Level
- Minimum 4 years of M&A experience
Education Level
- Degree in Business or Finance
Salary/Compensations
- CAD $100,000 - $140,000 excluding annual bonus and equity (when applicable)
About the Company
- Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers.
- We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline.
- The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.
- Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500.
- Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.
Equal Opportunity
- Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve.
- As a collective, our goal is to impact lasting change through our actions.
- Together, we unite for equality and equity.
- Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability.
- We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
