The Role
Lead and execute financial due diligence for small-business acquisitions, build pro forma financial models, perform quality-of-earnings and working capital analysis, collaborate with legal/tax/operations, prepare reports and LOIs, present findings to the investment team, review peers' work, and translate diligence insights into product/technology improvements.
Summary Generated by Built In
What is Teamshares?
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Part holdco, part fintech, Teamshares programmatically acquires companies with $0.5 to $5 million of EBITDA from retiring owners, integrates them with the Teamshares platform, and helps employees earn company stock. Founded in 2019, Teamshares operates subsidiaries with consolidated revenue of over $400 million across over 40 industries and 30 states.
The Role
As a member of the Transaction team, you will lead and execute financial due diligence for potential acquisitions aligned with Teamshares’ core investment thesis. You will play a critical role in evaluating small businesses, developing financial insights, and supporting investment decision-making from initial diligence through transaction execution.
What you will do:
- Lead and execute financial due diligence reviews for potential acquisitions of small businesses based on our core investment thesis, ensuring thorough analysis of financial statements and historical performance.
- Develop financial analyses and other pro forma financial models (including income statement, balance sheet, free cash flows, and sensitivity analyses, as needed).
- Develop and present financial and operational insights into each opportunity based on financial data provided, accounting processes, and strategic fit with the investment thesis.
- Perform quality-of-revenue and quality-of-earnings analysis and develop working capital metrics.
- Work closely with legal, tax, and operational teams to gather relevant information and ensure a holistic approach to due diligence.
- Communicate findings effectively and provide guidance to team members throughout the due diligence process.
- Prepare detailed reports and workbooks outlining key findings, risks, and opportunities and present findings to the investment team in a clear and concise manner.
- Assist in preparing indications of interest offers, LOIs and provide technical input to purchase agreements.
- Review the work of peers and other team members, ensuring accuracy and quality of deliverables.
- Maintain a keen attention to detail to ensure all work is free of mistakes and meets the highest standards of quality.
- Collaborate with the technology team to translate due diligence learnings and key insights into actionable software improvements and capabilities.
- Ensure seamless integration of technology solutions to enhance the efficiency of the due diligence process.
What you bring:
- 3+ years of accounting and buy-side transaction experience in an accounting advisory, private equity or broad transaction advisory setting with exposure to both financial and tax (reporting) accounting.
- CPA, CA, or CFA certification preferred.
- Experience working for a mid-market accounting firm is strongly preferred.
- Demonstrated capabilities in evaluating small to medium-sized businesses.
- Strong interest in and passion for empowering employee ownership in small businesses.Entrepreneurial, self-starter mentality, excelling in both team-based and self-directed environments.
Who you are:
- Highly motivated and able to manage multiple projects simultaneously.
- Have exceptional verbal, written and interpersonal communication skills.
- Strong analytical, organizational and leadership skills.
- Proficiency in Microsoft Excel and other presentation tools.
- Have the ability to take initiative and ownership of workstreams and work independently.
Why you should join us:
We believe in supporting every team member with a competitive salary and a generous benefits package, including equity for all employees, exceptional medical/dental/vision benefits plans for employees and their families, and paid parental leave. We value time off and actually take our vacations, and we have a healthy work-life balance culture that checks egos at the door and truly unplugs at the end of the day. We embody a growth mindset and provide the support you need to grow in your career.
Skills Required
- 3+ years accounting and buy-side transaction experience (accounting advisory, private equity, transaction advisory)
- Exposure to financial and tax (reporting) accounting
- CPA, CA, or CFA certification
- Experience at a mid-market accounting firm
- Demonstrated capability evaluating small to medium-sized businesses
- Strong interest in and passion for employee ownership
- Entrepreneurial, self-starter mentality; works well independently and in teams
- Ability to manage multiple projects simultaneously
- Exceptional verbal, written, and interpersonal communication skills
- Strong analytical, organizational, and leadership skills
- Proficiency in Microsoft Excel
- Proficiency with presentation tools
- Ability to take initiative and own workstreams
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The Company
What We Do
Teamshares helps small businesses become employee-owned through education, good governance and digital products that make financials and operations simpler.
