We value our employees, their contributions and strongly believe in employee development. Everything we do is tied to our CARE values, being: Courageous, Authentic, Resourceful and Excellent. Performance at ThrivePass is measured by embodiment of our CARE values and the accomplishment of quarterly Big 3 goals.
• Prepare and manage the data room for prospective investors, ensuring all documentation is accurate, organized, and up to date.
• Collaborate with executive management to prepare ThrivePass for additional funding with a private equity firms, including creating detailed financial analyses, presentations, and materials.
• Support the preparation and delivery of PowerPoint presentations for executive management and external stakeholders, and potential investors.
• Oversee aspects of post-acquisition integration to ensure smooth transitions and alignment with ThrivePass’s strategic objectives.
• Conduct market research and assess competitive landscapes to support M&A strategy development.
• Manage end-to-end transaction processes, including due diligence, financial assessments, and integration planning.
• Work cross-functionally with teams, including legal, finance, sales, relationship management and operations, to support transaction execution and integration.
• Assist in identifying and evaluating potential acquisition targets and conducting financial modeling and valuation analysis.
• Serve as a point of contact for external advisors, including investment bankers, consultants, and auditors.
• Develop findings and recommendations that are clearly able to be communicated to diverse audiences, including executive teams and board members.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field; MBA or CFA certification is a plus.
• 3-5 years of relevant experience in investment banking, private equity, or corporate development.
• Proficiency in financial modeling, valuation techniques, and M&A analysis.
• Exceptional organizational skills and attention to detail, particularly in managing data rooms and documentation.
• Strong PowerPoint skills and experience creating presentations for executive and investor audiences.
• Excellent communication and interpersonal skills, with the ability to work collaboratively with senior leadership and cross-functional teams.
• A strategic mindset with the ability to balance immediate project demands with long-term goals.
