Mergers & Acquisitions Analyst - 7 Pillars

Summary/Objective

Reporting to the Director of Transaction Success of 7 Pillars, the Mergers & Acquisitions Analyst assists with initial underwriting and financial analysis for healthcare and healthcare-adjacent businesses pursuing a transition. The analyst reviews financial statements, tax returns, and operational data to support assessments of financial performance, estimates of value, and projections across a variety of transaction types, including private practice sales, private equity (PE) partnerships, Dental Support Organization (DSO) affiliations, and other business transition opportunities. Once an engagement letter is in place, the Mergers & Acquisitions Analyst is introduced to clients alongside the dedicated Deal Team and works closely with team members to support the Analysis, Letter of Intent, and Diligence phases of the transaction. Throughout the diligence process, the analyst also collaborates with clients, their representatives, and third-party financial firms to help ensure the accuracy and completeness of required financial documentation.

Essential Functions