Job Description

Description:

We are dedicated to surrounding ourselves with a full team of great people who see what we see, believe what we believe, and proudly embody our values.

Role Objectives

We're a boutique, entrepreneurially driven M&A Advisory focused on the automotive retail and services ecosystem. Our team advises leading auto dealership groups, aftermarket service providers, and parts & distribution companies. We work closely with founders, private equity firms, and strategics on M&A, recapitalizations, value creation, and growth capital transactions. Whether it's a multi-store dealer group planning succession, a service chain scaling nationwide, or a regional body shop group -- we're in the room, helping guide critical decisions.


We're looking for a self-starter with strong financial skills and a passion for the auto industry to join our team as an Analyst. You'll be involved in all aspects of deal execution and client service--building models, creating presentations, and conducting industry analysis--while working closely with senior advisors and decision-makers. This is a great opportunity to build expertise in a high-demand vertical and help real businesses grow, scale, and exit. Our unique model and partnership with Accrual Equity Partners offers exposure to a wide range of sell-side advisory and private equity direct investing opportunities. This distinctive program provides diverse deal flow and operating company experience to create comprehensive skill development that can be transferred across a variety of career opportunities in areas including investment banking, private equity, or operating companies.

Key Responsibilities

Financial Analysis and Modeling

Build detailed financial models and valuation analyses, including DCF, LBO, precedent transactions, and comparable company analyses. Develop accurate and insightful financial projections that support transaction execution. Create sensitivity analyses to test various scenarios and assumptions. Maintain and update financial models throughout the deal process to reflect new information and changing conditions.

Transaction Support and Execution

Assist with buy-side and sell-side M&A transactions, recapitalizations, and growth capital raises. Support the due diligence process by analyzing financial documents and operational data. Help coordinate with clients, lawyers, accountants, and other deal stakeholders throughout the transaction lifecycle. Maintain transaction trackers and assist in managing closing checklists and timelines.

Client Materials Development

Create high-quality marketing materials, pitch books, offering memoranda, and management presentations. Develop compelling investment theses and value propositions for client businesses. Prepare client-facing documents with meticulous attention to detail and accuracy. Assist in developing presentations that effectively communicate complex financial information to various audiences.

Market and Industry Research

Conduct comprehensive market and company research across dealership groups, parts distributors, and auto service businesses. Analyze financial statements and operational KPIs specific to the automotive sector (net to sales, net to gross, fixed absorption, hours per RO, absorption, gross profit per unit, etc.). Maintain industry databases, comps, and market intelligence on key trends shaping auto retail and services. Track industry news, market developments, and competitive landscape changes. Gather, clean, and analyze financial and market data while ensuring data integrity and accuracy.

Automotive Technology Expertise

Develop expertise in automotive dealership management systems (DMS) and related technology platforms. Analyze data from automotive CRM systems and extract insights from F&I platforms. Interpret data from automotive inventory management platforms and service management systems. Evaluate the integration potential of various automotive software systems to identify operational efficiencies and growth opportunities for clients.

Team Collaboration and Support

Work closely with Associates and senior advisors on all aspects of deal execution and client service. Participate in team meetings and contribute insights to transaction strategy and execution. Support senior team members with ad-hoc requests and special projects as needed. Demonstrate a willingness to learn and grow through mentorship from experienced advisors.

Process Improvement

Contribute to the ongoing refinement of analytical templates and research methodologies. Identify opportunities to improve efficiency in deal execution and client service. Help develop and maintain the firm's knowledge base of industry information and transaction precedents. Suggest and implement improvements to internal processes and workflows.

Accountability and Quality Control

Take ownership of work product quality and timeline adherence. Perform thorough quality checks before submitting deliverables to senior team members. Maintain organized files and documentation for all projects and analyses. Manage multiple concurrent workstreams effectively while maintaining attention to detail.

Personal & Professional Development

Actively develop technical and industry knowledge through formal and informal learning opportunities. Seek feedback and implement suggestions to continuously improve performance. Cultivate a deep understanding of the automotive sector and M&A best practices. Build professional networks within the firm and industry. Continuously develop and proactively practice new skills, knowledge, and wisdom - every day is a school day.


Other responsibilities, as needed.

Compensation and Benefits

Position based in Atlanta, Georgia Base salary: $80,000 - $100,000 (based on experience) + performance-based bonus Health, vision, and dental insurance Be part of the early foundation of a growing advisory platform with huge upside potential

Applicants must be authorized to work for ANY employer In the U.S. We are unable to sponsor or take over sponsorship of an employee Visa at this time.


Requirements:
Bachelor's degree in Finance, Accounting, Economics, or related field 1-2+ years of relevant experience (investment banking, M&A advisory, corporate development, accounting, or private equity) Strong financial modeling and Excel skills--able to build clean, efficient models Excellent written and verbal communication skills Strong analytical thinking and attention to detail A genuine interest in the automotive sector--especially dealerships, service operations, and B2B auto services Comfort working in a fast-paced, high-accountability environment SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment

Bonus Points for:

Prior experience working with or advising auto dealerships, dealership technology providers, body shop chains, or auto service chains Familiarity with dealership-specific metrics and technology including DMS CDK, Reynolds and Reynolds, and Tekion Specific experience in working with dealer financial statements * Exposure to private equity-backed businesses or family-owned/entrepreneur-run companies