M&A Analyst & Associate

About Us

Calex is a leading M&A advisory firm headquartered in New York City. We provide objective, strategic advice to market-leading healthcare services companies and financial sponsors in the behavioral health and retail healthcare sectors.

We are an independent firm with a foundation of client service, excellence, and integrity. We are free of any potential conflicts and fully aligned with our clients to advance their strategic and financial success.

We deliver a unique value proposition to our clients of deep, sector-focused industry expertise combined with rigorous preparation, process execution, and client focus. We have advised on more than $3 billion of transactions since 2016 and have served as the trusted partner of market-leading healthcare services companies and financial sponsors.

Responsibilities

Calex's entrepreneurial culture enables Associates the opportunity to play a critical role in the execution of our M&A transactions and in the overall success of the firm. Associates have a diverse range of responsibilities, including:

• Manage and mentor Analysts
• Prepare, analyze, and articulate historical and projected financial information
• Coordinate and perform business due diligence and execute M&A transactions
• Prepare confidential information presentations, management presentations, and marketing pitches
• Perform valuation and financial analyses
• Assist in the marketing and execution of existing engagements
• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
• Supervise and mentor junior staff members

Qualifications

• 2-4 years of investment banking or transaction advisory services (QoE) experience with a proven ability to manage M&A transactions
• Advanced financial, valuation, and analytical skills coupled with strong attention to detail
• Excellent verbal / written communication and the ability to form effective working relationships
• Ability to proactively manage multiple projects in an organized and efficient manner
• Strong work ethic and interest in healthcare services