Senior Analyst, Mergers and Acquisitions

SBI Partners has been engaged on a search for a Senior M&A Analyst to join a newly formed, private equity-backed platform headquartered in Chicago.

This is a unique ground-floor opportunity to join a growing organization at an early stage and work directly with senior leadership as the company executes an acquisition-driven growth strategy.

The role will have significant exposure across M&A, finance, operations, and strategy. Approximately 50% of the position will focus on M&A, 25% on building out FP&A capabilities, and 25% "other".

Key Responsibilities

• Evaluate acquisition opportunities and help manage the M&A pipeline

• Build financial models, valuations, and investment analysis

• Prepare investment packages and materials to support acquisition decisions

• Coordinate financial and operational diligence

• Assist with proposals, LOIs, purchase agreements, and other transaction-related documents

• Support the development of FP&A processes, reporting, forecasting, and analysis

• Partner across finance, operations, business development, and strategy

• Take on additional strategic projects as the platform continues to scale

Qualifications

• 3+ years of relevant experience in investment banking, private equity, or corporate development.

• Strong financial modeling, analytical, and problem-solving skills

• Advanced Excel and PowerPoint capabilities

• Comfortable leveraging AI and other technology tools to improve efficiency and analysis

• Bachelor's degree required; advanced degree a plus

Why This Opportunity

This is not a traditional analyst seat within a large corporate environment. The person joining will have an opportunity to get involved at the ground level of a newly formed platform, work closely with senior leadership, and gain hands-on exposure to both acquisitions and the financial infrastructure required to scale the business.

The role offers a combination of transaction experience, FP&A, and broader strategic exposure that is difficult to find in a typical M&A or finance position.

Location: Chicago, IL

Schedule: 4 days onsite / 1 day remote

Travel: Limited