Job summary
Job post source
This job is directly from Generational Group
Job overview
The Evaluation Analyst supports Valuation Managers and Senior Associates by conducting business valuation and consulting tasks to aid M&A activities in middle market companies.
Responsibilities and impact
The analyst performs company, industry, and market research, inputs financial and operational data into spreadsheets, updates CRM systems, and assists with client deliverables to support valuation engagements.
Experience and skills
A bachelor's degree in Finance, Accounting, Business Administration, or related field is required, along with strong organizational, analytical, and communication skills, advanced Microsoft Office proficiency, and the ability to manage multiple projects with attention to detail.
Company information
Generational Equity is a Dallas-based Mergers & Acquisitions firm specializing in middle market business sales and M&A opportunities.
Job location and travel
The position is based in Texas, and only Texas residents will be considered for the role.
Application process
Candidates are instructed to apply online at www.generational.com.
Company overview
Generational Group is a Dallas-based investment banking firm specializing in mergers and acquisitions, business valuation, and exit planning services for privately held, middle-market companies across North America. The company generates revenue by providing advisory services and facilitating the sale or acquisition of businesses, earning fees and commissions from successful transactions. Founded in 2004, Generational Group has built a reputation for guiding business owners through complex transitions, leveraging a large network of buyers and investors. Notably, the firm has received industry recognition for its deal volume and client service, positioning itself as a leader in the lower middle market advisory space. Candidates should be aware of the company’s focus on long-term client relationships and its consultative approach to business growth and succession planning.
How to land this job
Position your resume to highlight your strong analytical skills, attention to detail, and experience with financial data entry and market research, as these are key for the Evaluation Analyst role at Generational Group.
Emphasize your proficiency in Microsoft Office, especially Excel and Word, along with your ability to manage multiple projects and maintain accurate, timely deliverables.
Apply through multiple channels such as Generational Group's corporate website and LinkedIn to maximize your chances of being noticed for this position.
Connect with current employees in the valuation or M&A divisions at Generational Group on LinkedIn; start conversations by referencing their recent company projects or asking about the team’s approach to market analysis to break the ice.
Optimize your resume for ATS by incorporating keywords from the job description like 'financial data entry,' 'market research,' 'CRM updating,' and 'project management' to ensure it passes initial screenings.
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