SBI Partners has been engaged on a search for a Senior M&A Analyst to join a newly formed, private equity-backed platform headquartered in Chicago. This is a unique ground-floor opportunity to join a growing organization at an early stage and work directly with senior leadership as the company executes an acquisition-driven growth strategy. The role will have significant exposure across M&A, finance, operations, and strategy. Approximately 50% of the position will focus on M&A, 25% on building out FP&A capabilities, and 25% "other".
Key Responsibilities:
  • Evaluate acquisition opportunities and help manage the M&A pipeline
  • Build financial models, valuations, and investment analysis
  • Prepare investment packages and materials to support acquisition decisions
  • Coordinate financial and operational diligence
  • Assist with proposals, LOIs, purchase agreements, and other transaction-related documents
  • Support the development of FP&A processes, reporting, forecasting, and analysis
  • Partner across finance, operations, business development, and strategy
  • Take on additional strategic projects as the platform continues to scale
Qualifications:
  • 3+ years of relevant experience in investment banking, private equity, or corporate development.
  • Strong financial modeling, analytical, and problem-solving skills
  • Advanced Excel and PowerPoint capabilities
  • Comfortable leveraging AI and other technology tools to improve efficiency and analysis
  • Bachelor's degree required; advanced degree a plus
Why This Opportunity This is not a traditional analyst seat within a large corporate environment. The person joining will have an opportunity to get involved at the ground level of a newly formed platform, work closely with senior leadership, and gain hands-on exposure to both acquisitions and the financial infrastructure required to scale the business. The role offers a combination of transaction experience, FP&A, and broader strategic exposure that is difficult to find in a typical M&A or finance position.
Location: Chicago, IL
Schedule: 4 days onsite / 1 day remote
Travel: Limited

Also on the board Same function, level within a rung

Level

Senior

Location

Chicago, IL

Occupation

Financial and Investment Analysts

Industry

Corporate, Subsidiary, and Regional Managing Offices

Posted

today

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