Transaction Support Analyst

Job Description

Benchmark International is a global leader in sell-side mergers and acquisitions (M&A), known for
delivering exceptional outcomes for business owners across a wide range of industries. Our Tampa
office is one of the company’s flagship locations, home to a dynamic team of dealmakers, analysts, and
professionals who are passionate about helping clients achieve life-changing results. We operate in a
fast-paced, collaborative environment where excellence is expected, growth is encouraged, and every
team member plays a meaningful role in the success of our clients.

Benchmark International is looking for a highly analytical, detail-oriented sell-side M&A Transaction
Support (TS) Analyst to add to our growing team. The TS Analyst will collect, analyze, summarize, and
discuss clients’ most sensitive data, preparing clients for potential sale. Pulling key attributes from
financial statements, contracts, and other corporate documents, the TS Analyst will identify risks and
opportunities related to a sale. The Analyst will also help with various financial activities related such as
deal analysis, working capital analysis, and other tasks needed to serve our clients. This role is ideal for
someone who thrives in a dynamic environment, enjoys solving complex financial and operational
challenges, and wants to play a meaningful part in high-impact transactions. As a key contributor to our
deal team, you will help prepare businesses for market, support the execution of M&A processes, and
ensure buyers receive accurate, compelling information throughout the lifecycle that positions our clients
for successful outcomes.

Job Responsibilities

In this position, you will work across financial analysis, data management, due diligence coordination, and
the development of marketing materials that highlight the value of our client’s business. This is an
excellent opportunity to build deep experience in M&A while working alongside seasoned professionals
who are committed to developing your skills and accelerating your career.

Your specific duties will include:

• Develop and maintain client relationships by communicating effectively to ensure expectations of
  both buyer and seller are met.
• Gather comprehensive information about the client’s business through multiple sources to ensure
  a thorough and accurate analysis for client promotion.
• Prepare and routinely update client marketing materials (e.g., Confidential Information
  Memorandums (CIMs) and teasers), financial statements, and business intelligence reports
  focusing on the company’s strengths and opportunities.
• Analyze client’s financial situation, including historical, current and expected future performance,
  and prepare financial statements.
• Organize and maintain the virtual data rooms (VDR) to ensure accuracy and completeness.
• Ensure the CRM system is up to date with information about each client.
• Provide consultative guidance on accounting, financial, and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Comply with all policies, practices, and procedures.
• Perform other duties as assigned.

Job Requirements

As a TS Analyst, you must be a highly energetic and passionate individual with a positive and highly
motivated ‘can-do’ attitude. You must have a strong desire and ambition to succeed in this rewarding
industry. It is also vital for your role as an Analyst that you possess excellent verbal and written
communication, analytical, mathematical, and interpersonal skills as well as presentation abilities.

The TS Analyst is a client-facing role that must be able to communicate difficult information with
professionalism, manage each client’s unique sensitivities, and keep each engagement progressing
smoothly through the company’s process.

Specific qualifications include

• Bachelor’s degree with a concentration or advanced degree in Finance, Economics, or Accounting.
• 1-3 years of experience in investment banking, transaction advisory, corporate finance, or a
  similar analytical role.
• Ability to read, analyze, and interpret general business periodicals, professional journals, and
  industry reports.
• Ability to write reports and business correspondences, and effectively present information and
  respond to questions from internal and external stakeholders.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Proficient in reviewing and interpreting financial statements (income statements, balance sheets,
  cash flow statements), internal financial reports, and tax filings to assess business performance
  and financial health.
• Advanced proficiency in Microsoft Excel; strong computer skills across email, word processing,
  databases, recordkeeping, and presentation software.
• Ability to handle multiple client assignments simultaneously.
• Ability to handle multiple workstreams with a rigorous schedule of deadlines.
• Experienced in professional business writing preferred, including writing business plans and CIMS
  and teasers.
• Prioritization and organization skills.
• Salesforce experience a plus.
• General understanding and awareness of business and operations in various industries.
• No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any
  state securities regulatory bodies.
• Ability to obtain a Tennessee real-estate sales associate license within 90 days of employment.
• Must be available to work on-site Monday through Friday. This is a full-time, in-office position and
  is not remote or hybrid.
• Professional business attire is required.

Salary

This position offers a base salary of $55,000 per year, with the opportunity to earn an additional end-
of-year bonus based on team performance.

Benefits

All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and
community service days. Employees are eligible for highly competitive company-subsidized medical,
dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings
accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The
company participates in significant charitable giving opportunities throughout the year. Many of the
recipient charities have been identified by our individual employees because of their personal passion
for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per
year to provide their labor and skills to the community.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative,
value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as
the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named
Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are
known for our award-winning process and world-class service.

Specializing in the transaction of mid-market companies, our teams operate from offices across the
globe, representing clients in a wide variety of industries. Our unique, technology-driven approach
connects sellers with the right acquirers—whether local or international—through a combination of
proprietary databases, deep market insight, and strategic outreach.

We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is
rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and
are actively looking for ambitious professionals ready to shape the next chapter of our success story.

Join us and be part of the next generation of leaders redefining M&A excellence.

Benchmark International provides equal employment opportunities to all qualified individuals without
regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin,
physical or mental disability, military or veteran status, genetic information, or any other protected
classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion,
demotion, transfer, leaves of absence, and termination. The company takes allegations of
discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Benchmark International cannot sponsor work visas for candidates.