M&A Analyst

Carlsquare
San Francisco, US
On-site

Job Description

We are...

Carlsquare is a leading technology investment bank. With 12 offices in 8 countries, we enable tech innovators and investors around the globe to achieve their strategic objectives. Our core services include M&A, debt capital, growth equity and IPO advisory. We have successfully closed 600+ transactions. As entrepreneurs – our partner-led firm has greatly expanded in recent years – we understand how to support fellow entrepreneurs. We believe in building long-term partnerships, working together with both the management team and the investors to drive cross-border growth. In addition to our extensive transaction experience, we leverage our global network and deep industry knowledge to ensure the optimum outcome for all parties.

Carlsquare was founded in Hamburg at the turn of the millennium. Today Carlsquare has 180+ employees, with bases in key tech hubs including Berlin, Boston, Copenhagen, Frankfurt, Hamburg, London, Munich, Paris, San Francisco, Stockholm, Warsaw and Vancouver. For more information about Carlsquare, please visit www.carlsquare.com.

See our “about us” video or find us on Instagram for more info.

You will...

The successful candidate will join a dynamic and collaborative global team of seasoned investment banking professionals and will work closely with senior leaders on all stages of the deal process. They will combine their experience and/or knowledge of the M&A/ capital raising transaction process with their financial and accounting acumen and keen interest in the technology, software and services verticals in which we focus.

You will be working in direct contact with our clients and senior professionals, leading execution on complex corporate finance projects.

This pivotal hire will be a key part of our North American growth plans and is anticipated to start in-office as soon as possible. This role is primarily in-person.

Key responsibilities include:

  • Build pitches, teasers, and confidential investment memoranda (CIM)
  • Produce integrated financial models, financial analyses, and valuations (trading and transaction comparables, DCFs)
  • Produce sector, business, and capital market analyses as well as business profiles
  • Project management of due diligence (set-up of virtual data rooms, Q+A, etc)
  • Draft and participate in pitches
  • Identifying buyers, targets, and investors

We will...

  • Strong deal flow, exposure to interesting sectors and transactions, meaningful career development, and the opportunity to learn from industry leaders
  • Global travel plus summer/winter parties across office locations (our previous three company-wide Summer Events were hosted in the UK, Sweden, and Denmark)
  • The opportunity to participate in our global secondment programme at Carlsquare (typically offered after the second year)
  • Excellent career opportunities in an internationally active M&A advisory firm with a great culture and a flat hierarchy

We look for...

The Analyst must be eager to learn, comfortable taking on large amounts of responsibility quickly, adept at managing multiple projects, and capable of producing quality work with strong attention to detail on short timelines.

  • Demonstrable interest and understanding of the M&A and capital raising process.
  • 1-3 years of M&A, consulting, or transaction services experience
  • An undergraduate degree, with relevant financial credentials (CPA/ CFA) a plus.
  • Excellent communication skills and concise, professional business writing
  • Knowledge of the software market, business valuation, and financial reporting/analysis
  • Excellent analytical and communication skills
  • Some financial modelling experience is a plus.
  • Confident use of MS Office, particularly Excel and PowerPoint

Join our team!

Interview process

The interview process includes an initial video call, a case study, and a final in-person interview.

Due to the volume of applications we receive, only those selected for an interview will be contacted.

Inclusion is core to our values at Carlsquare, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, disability, marital status, or veteran status.

Skills & Requirements

Technical Skills

Financial modelingValuationDue diligencePitchingExcelPowerpointCommunicationProblem-solvingCpaCfaFinanceTechnology

Salary

$110,000+

year

Employment Type

FULL TIME

Level

junior

Posted

4/23/2026

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