Investment Associate

About the job

Emergence is looking for an M&A / Investment Professional to support the investment diligence cycle from start to close, including target evaluation, Emergence thesis alignment, and post-investment integration planning.

Role Overview

• Perform comprehensive financial and operational due diligence to identify risks and opportunities

• Develop and present retention analyses to understand the health of existing customers and potential deal pipeline

• Analyze unit economics, key SaaS KPIs, and operating leverage of target opportunities

• Facilitate quality of earnings analyses to assess the financial health and sustainability of potential acquisitions

• Understand the net working capital bridge and indebtedness definitions to ensure accurate valuation adjustments

• Ability to synthesize & assess the outcomes of negotiations on complex majority buyout transaction terms and structures

• Collaborate with cross-functional teams, including finance, legal, and operations, to ensure seamless deal execution

• Prepare detailed financial models and valuation reports to support decision-making

• Prepare holistic Investment Committee Memos outlining critical diligence findings

• Provide strategic recommendations to senior management based on in-depth analysis of potential deals

Ideal Background and Experience

• 3+ years of deal-related experience in private equity, corporate development, and investment banking or management consulting, ideally with focus on enterprise software / B2B SaaS

• Highly analytical and organized with strong written / verbal communication skills

• Passionate about investing, with a strong understanding of fundamental business analysis, and an outstanding academic and professional record

• Embodies our core values: hunger, humility, and high standards

Opportunity and Growth Potential

• Join a high-growth company in and play a significant role in shaping the company’s strategic direction. You will have built a new investment platform and will participate meaningfully in its upside

• Exposure to meaningful deal rep volume, as part of organization targeting 3-4 investments per quarter

• Develop experience leading dealmaking end-to-end, including deal negotiation & complex structuring

• The role is designed to be a career-accelerating experience for candidates willing to put in the work

• Highly flexible remote-first opportunity, with setting of your own work schedule, location, and live-mandate capacity

• Compensation will be competitive and higher than what you are making in your current role, with the benefit of better work life balance & selection of your own hours