Transactions Analyst

Requirements

• - 2 to 4 years of finance or accounting experience in an investment banking, transaction advisory, private equity, venture capital, or accounting advisory setting, with exposure to buy-side deal processes and financial statement analysis.
• - Demonstrated experience or strong interest in evaluating SMBs, including conducting calls with sellers and brokers.
• - Experience supporting and owning projects or workstreams in fast-paced or high-growth environments.
• - Strong analytical, organizational, and operational skills.
• - Excellent written, verbal, and interpersonal communication skills.
• - Ability to prioritize effectively and manage multiple deals or initiatives simultaneously.
• - Comfort operating with guidance while also taking ownership of discrete workstreams independently.
• - Familiarity with small businesses, multi-site operations, or decentralized organizations.
• - Experience building or improving scalable processes and systems.
• - Experience with CRM and sales-engagement or outreach tools (e.g., Affinity), including list segmentation, sequencing, and activity tracking.
• - Strong writing skills for marketing or thought-leadership content, such as newsletters, LinkedIn posts, and webinar materials.

Additional Information

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. We are seeking a Transaction Associate to join the Transactions team at Teamshares. This person will sit at the top of our deal funnel, conducting active, ongoing outreach and discovery calls with sellers and M&A advisors, performing deal qualification, and completing historical financial underwriting on opportunities. Beyond evaluating inbound deals, this person will help grow Teamshares' deal pipeline directly-developing and maintaining relationships with lower middle market bankers, business brokers, and professional advisors who originate our acquisition opportunities, and running structured outreach so that Teamshares stays top of mind when a qualifying business comes to market. They will work closely with senior transaction team members who will take the lead on advancing deals toward LOI and closing. The ideal candidate has a background in investment banking, transaction advisory, private equity, or accounting and brings strong communication skills, sharp analytical instincts, and genuine curiosity about the SMB space. This is a high-output, high-learning role with direct exposure to deal flow and the SMB acquisition process from day one.

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