Support our M&A and valuation partners' engagements. Review, input and analyze financial data of private lower middle market companies, produce forecasts, conduct valuation analysis, prepare offering materials and pitch decks, conduct industry research and build target buyer lists, support company marketing initiatives. This is an entry to mid-level position. Use a diverse set of skills in a fast paced small firm environment. Financial degree or MBA preferred. Competitive pay and benefits. In-person, Sonoma County CA.
May 03, 2024