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About the Role
As Senior Associate, M&A, you will own the analytical engine behind Windsor Path's acquisitions and the financial reporting that keeps our investors, lenders, and leadership informed. You will build the valuation, support deal structuring, and lead diligence through closing. Beyond live transactions, you will own investor reporting and track the financial performance of our member firms after they join the platform. This role offers more ownership and direct exposure to leadership, investors, and firm owners than a traditional fund, with more operational exposure and ability to drive real impact.
Responsibilities
- Build and maintain valuation models for prospective member firms, including normalized/adjusted EBITDA, pro forma projections, and returns analysis.
- Model deal structures that include cash at close, rollover equity, and deferred consideration, and assess the impact on platform-level returns.
- Analyze preliminary financials received from the origination team and identify key value drivers, risks, and questions for sellers.
- Prepare materials that support LOI and proposal development.
- Maintain and update the platform-level acquisition model as new deals close.
- Lead post-LOI financial diligence on prospective member firms, including revenue quality, client concentration, WIP and AR, realization rates, partner compensation, staff utilization, and revenue and client retention.
- Coordinate and manage third-party advisors (QoE, legal, tax, IT, HR) and keep the diligence process on schedule.
- Maintain diligence request lists, data rooms, and issue tracking.
- Summarize findings and recommendations for investment decisions, including owning the investment memo that accompanies our investment into each member firm.
- Support purchase agreement review and closing mechanics, including funds flow.
- Prepare quarterly investor updates, board materials, and ad hoc analyses for Windsor Path's capital partners.
- Respond to occasional investor information requests.
- Build and maintain financial dashboards tracking member firm performance against budget and acquisition case.
- Flag performance issues early and support leadership in addressing them with member firm partners.
- Help develop standardized reporting processes as the portfolio grows.
Requirements
- 3-6+ years of experience in investment banking, private equity, transaction advisory/QoE, or corporate development.
- Advanced financial modeling skills, including three-statement, LBO/returns, and valuation analysis.
- Hands-on experience running or supporting financial due diligence on acquisitions.
- Strong accounting foundation and the ability to read, normalize, and pressure-test small business financial statements.
- Excellent organizational skills and the ability to manage multiple deal and reporting workstreams at once.
- Clear, concise written communication skills.
- Experience with professional services M&A, particularly accounting, tax, or advisory firms (preferred).
- Experience at a PE-backed platform or roll-up executing add-on acquisitions (preferred).
Skills
- Financial Modeling
- Valuation Analysis
- Deal Structuring
- Financial Due Diligence
- Accounting
- Organizational Skills
- Written Communication
Location
- Remote (U.S.)
Work Type
- Remote
- Full-time
Experience Level
- Senior Associate
Salary/Compensations
- Competitive base salary with performance-based bonus
Benefits
- Equity incentive units in Windsor Path
- Full benefits (health insurance, etc.)
- Exposure to the full deal lifecycle
- Direct access to leadership and investors
About the Company
- Windsor Path is a family office-backed professional services platform building a top 50 tax and advisory firm in the U.S.
- We partner with growth-minded accounting and tax firms, bringing them capital, infrastructure, and operational support while preserving what makes each firm distinct.
- We’re building something durable.
- Our member firms are well-established, partner-led businesses with strong client bases and deep market presence.
- Windsor Path brings the platform: capital, technology, talent infrastructure, and a committed team of operators who help each firm reach its next stage.
Equal Opportunity
- Applicants must be authorized to work for any employer in the U.S.
- This policy applies equally to applicants regardless of national origin.