Baysora Accounting Partners · 1 day ago
Mergers and Acquisitions Associate
Lehi, UT
Full-time
Hybrid
Mid Level
$150K/yr - $175K/yr
3+ years expBaysora Accounting Partners is a firm that partners with boutique tax and accounting firms to support their growth. The Mergers and Acquisitions Associate will be responsible for supporting investment and corporate development activities, including deal execution, financial modeling, and post-close support, while collaborating closely with senior leadership and external advisors.
AccountingBusiness DevelopmentConsultingEnterprise SoftwareFinancial ServicesHuman ResourcesManagement ConsultingProfessional ServicesStaffing Agency
Hiring Manager
Taylor Sims
Responsibilities
Evaluate potential acquisitions and partnership opportunities for Baysora and its OpCos
Build and maintain financial models (3-statement, cash flow, acquisition / LBO-style, scenario and sensitivity analyses)
Lead workstreams during diligence: financial and customer analysis, quality of earnings, working capital, flow of funds, etc
Coordinate with external advisors (legal, accounting, QoE providers, lenders, insurance) and internal stakeholders
Draft and present investment materials: teasers, investment memos, IC decks, and diligence summaries
Support deal structuring (purchase agreement economics, earnouts, rollover equity, working capital mechanisms) in partnership with leadership and counsel
Assist with financing processes as needed (debt sizing, lender materials, covenant sensitivity, capital structure analysis)
Track portfolio KPIs and performance metrics (revenue mix, margin, utilization, realization, client retention, growth drivers)
Support post-close initiatives: synergy tracking, integration planning, performance improvement analysis, and board/partner reporting
Create dashboards and recurring reporting packages for leadership
Support market mapping, theses, and research across target geographies and service lines
Participate in deal sourcing efforts (researching new targets, initial outreach and meetings, etc.)
Analyze build vs. buy opportunities, cross-sell opportunities, and organic growth investments
Contribute to process improvement and documentation for repeatable deal execution
Qualification
Required
3-4 years of total professional experience in investment banking, management consulting, and/or private equity (or closely related investing/corporate development role)
Strong financial modeling, Excel, and analytical skills; comfort building models from scratch
Excellent written and verbal communication skills; able to synthesize complex information into clear recommendations
High ownership mindset: organized, proactive, and comfortable driving workstreams independently
Strong judgment, integrity, and ability to handle sensitive/confidential information
Bachelor's degree required
Preferred
Experience evaluating or supporting acquisitions of professional services firms (accounting, tax, legal, IT services, etc.)
Familiarity with accounting concepts (accrual accounting, working capital, revenue recognition basics) and QoE processes
PowerPoint proficiency with strong 'storytelling' ability
Exposure to post-merger integration, portfolio operations, or KPI reporting
Benefits
Flexible work environment (Hybrid)
Medical, Dental, and Vision benefits package
401(k) with employer match
Unlimited PTO
A supportive culture to allow you to live a fulfilling, happy, and impactful life
Company
Baysora Accounting Partners
Baysora is a long-term holding company that partners with boutique tax and accounting firms to preserve their legacy and unlock growth.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase