The Senior Analyst supports the full M&A lifecycle, including target identification, financial modeling, and transaction execution. They also coordinate due diligence workstreams and track post-close performance against underwriting assumptions.
About The Job
The Corporate Development Senior Analyst is responsible for supporting Integra’s full M&A lifecycle, including target identification, pipeline development, underwriting, diligence, transaction execution, and post-close performance tracking. Reporting to the Senior Vice President of Corporate Development, this role will work closely with senior leadership and cross-functional partners to help execute Integra’s growth strategy through acquisitions and greenfield expansion.
Integra is a national provider of commercial HVAC testing, adjusting and balancing (TAB) services and controlled-environment certification and validation services.
What You Will Be Doing
Maintain and prioritize Integra’s acquisition pipeline, including researching potential targets, screening opportunities against investment criteria, and maintaining accurate CRM and deal-tracker information.
Support acquisition origination through market research, target identification, outreach preparation, and tracking conversations with prospective owners and intermediaries.
Build and maintain financial models for potential acquisitions, including valuation, return analysis, synergy opportunities, and pro forma financial analysis.
Prepare investment memos, target overviews, underwriting materials, diligence findings, and presentations for senior leadership and the Board.
Coordinate financial, accounting, operational, legal, tax, and people-related diligence workstreams; maintain diligence trackers, data rooms, and third-party advisor request lists.
Support LOI, purchase agreement, signing, and closing processes in partnership with internal stakeholders and external advisors.
Work with the Chief Integration Officer and functional leaders to track acquired-company performance against underwriting assumptions following close.
Conduct market, geographic, and end-market analyses to support greenfield expansion and broader growth initiatives.
Build productive relationships with business owners, advisors, internal leadership, and functional partners across the organization.
What We Are Looking For
3–5 years of relevant experience in investment banking, corporate development, private equity, transaction advisory, financial due diligence, or a related transaction-focused role.
Direct experience supporting M&A transactions from early-stage target identification and underwriting through diligence, LOI, closing, or post-close analysis.
Strong financial modeling and Excel skills, including the ability to build valuation, returns, and pro forma models.
Working knowledge of financial statements, quality of earnings concepts, EBITDA adjustments, and transaction diligence.
Experience managing multiple priorities and workstreams in a fast-paced, deadline-driven environment.
Bachelor’s degree in finance, accounting, economics, business, or a related discipline.
Ability and willingness to travel regularly for acquisition-related meetings, diligence, and site visits.
What You Will Need for Success
Strong analytical judgment, attention to detail, and intellectual honesty.
Ability to distinguish facts from assumptions, identify risks early, and communicate findings clearly.
Excellent written and verbal communication skills, including the ability to prepare decision-ready materials for senior leadership.
Comfort working directly with founder- and family-owned business owners in a relationship-driven acquisition environment.
A proactive, self-starting approach and willingness to own both strategic analysis and the detailed process work required to advance transactions.
Strong organization and time-management skills, with the ability to maintain accuracy across multiple active deals.
Proficiency in Excel and PowerPoint; experience with CRM, deal-tracking, data-room, or project-management tools is preferred.
Experience with multi-site, field-service, commercial-service, industrial-service, healthcare-service, or other people-intensive businesses is preferred but not required.
Progress toward a CPA or CFA is a plus, but not required.
Ability to travel 30%-50%.
If you feel you do not have every qualification listed above, but believe your experience and capabilities align with this opportunity, we encourage you to apply for consideration or share this opportunity with someone who may be a strong fit.
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