M&A Analyst

Upperline Health - Nashville, TN

Full-time - Entry Level

Nashville, TN

Ambulatory Health Care Services

About the position

Upperline Health is seeking a motivated M&A Analyst to support the company's growth through strategic acquisitions. This role is integral to the Business Development Department, reporting directly to the Chief Development Officer (CDO). The M&A Analyst will be responsible for conducting research, managing pipelines, and participating in deal pitches, while also supporting financial modeling and administrative tasks.

Responsibilities

• Conduct research on acquisition targets and prepare customized databases.
• Build financial models that factor in deal-specific nuances.
• Support ad hoc analysis and reporting requests from the executive leadership team.
• Initiate contact with prospective acquisition targets and arrange appointments with the CDO.
• Participate in pitches to present Upperline and gain context on specific deals.
• Set priorities and follow up on progress to ensure efficient outbound call center operations.
• Provide strategic guidance to maximize the effectiveness of the cold calling process.
• Execute higher-touch cold calling to major practices to generate deal flow.
• Manage mailers and follow-ups to generate deal flow.
• Attend industry conferences and organize events in partnership with the CDO.
• Organize and manage the pipeline to ensure timely follow-up and refresh data periodically.
• Prepare and maintain internal presentations on all deals under LOI.
• Maintain close contact with various internal teams to ensure smooth execution from signed LOI to closed deal.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field.
• 1-3+ years of experience in M&A, Corporate Development, or Investment Banking.
• Proficiency in financial modeling and familiarity with LOI drafting.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite and relevant CRM tools.

Nice-to-haves

• Experience in healthcare or related industries.
• Familiarity with data analysis tools and techniques.

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance