Sr. Analyst M&A Solutions

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Senior Analyst for LPL’s M&A Deal Support team plays an instrumental role throughout the lifecycle of an M&A transaction. This role is responsible for helping to deliver seamless M&A transaction support for LPL’s advisors, institutions, and internal partners that results in successful deal execution.

Responsibilities:

• Manage task assignments and targeted completion dates throughout the M&A transaction
• Leverage internal teams and resources proactively to ensure key milestones are completed and advisor expectations are consistently met
• Provide valuation and modeling support for Comprehensive Deal Support Engagements
• Prepare for and participate in advisor calls
• Manage the M&A deal financing process
• Become a subject matter expert in small business mergers and acquisitions, both in analytical deal-making deliverables and the operational processes of due diligence and integration
• Lead in developing, continuously improving, and streamlining processes and scalable solutions for advisor M&A deal execution
• Provide deal deliverables and analysis, including cash flow analysis, license comparisons, advisory billing recaps, purchase agreement drafts, deal decks and the closing packet
• Identify and escalate deal risks to the Deal Consultant
• Manage the deal team’s key metrics and deal statistics 

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in finance, business, economics, or a related discipline
• 2-5 years’ experience in relationship management, corporate finance, or related roles requiring strong follow-up and analytical skills
• 2+ years’ experience in financial services, with an understanding of M&A, valuation, lending and deal term options to guide advisors to make educated decisions
• 2+ years’ experience working in Excel and PowerPoint

Core Competencies:

• Effective communication, presentation and writing skills to present complex topics in an engaging way
• Ability to synthesize complex processes and communicate into digestible messages
• Strong execution, efficient project management and key deliverable tracking skills
• Can manage multiple deals/projects and prioritize as needed
• Excellent problem-solving skills

Preferences:

• Experience with CRM tools such as Salesforce

 

Pay Range:

$81,267.00 - $135,445.00

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thr