M&A Associate

Role Overview

We are hiring an M&A Associate to support the President and Sr. Associate of M&A in rapidly scaling Oakline via acquisitions. This is a high-rep role for a deal athlete who wants significant exposure to underwriting, diligence, and transaction execution in a high-volume environment, while building an operator’s mindset.

This role is designed for rapid growth:

2 months: Fully onboarded; understands Oakline’s M&A process, tools, and modeling standards. Owning core underwriting and diligence deliverables for an active deal.
6 months: Running key diligence workstreams and producing IC-ready models/materials across multiple concurrent deals.
12 months: Trusted execution partner on deals; can quarterback the analytical and process cadence from IOI/LOI through close with minimal oversight.
18–24 months: Expanded ownership—supporting higher deal volume, mentoring more junior support, and taking on broader responsibility in the deal process.

Key Responsibilities

Deal Execution & Underwriting:
Build and own detailed financial models (operating build, transaction mechanics, sensitivities, returns with multiple cases) with clear documentation and auditability
Develop and own concise, decision-ready analyses and materials for internal stakeholders (e.g., IC / Board prep support)
Drive key diligence workstreams post-LOI, including data requests, analysis, and risk tracking
Process & Cross-Functional Coordination:
Maintain trackers and timelines to keep deals moving quickly from LOI to close
Coordinate with Sourcing, Integration, and functional leaders to ensure a clean handoff from diligence into operations
Solicit feedback from integration and functional leaders to continuously improve diligence and underwriting quality
Coordinate with Sourcing, Integration and functional leaders to ensure smooth transition from due diligence to operations:
Support management calls and seller-facing workstreams with high EQ, responsiveness, and professionalism
Work effectively with external advisors (legal, accounting, QoE) to keep diligence efficient and thorough

Candidate Requirements

2–4 years of experience in investment banking, corporate M&A / corporate development, consulting or a similarly high-intensity / analytical transaction roles
Very strong financial modeling skills (Excel-based operating / transaction / LBO modeling; experience analyzing data sets, comfort with sensitivities and returns)
High IQ / High EQ with strong ownership, communication, speed, and attention to detail
Experience supporting live deal processes preferred; high-velocity M&A exposure a plus