M&A analyst with 2 years of experience at a middle-market investment bank covering business services and healthcare. Supported 6 closed transactions worth $940M, owning models, buyer lists and data rooms. Strong in three-statement modeling, valuation and fast, accurate turnaround under deal deadlines.
Experience
M&A Analyst, Crestline Merchant Partners (Chicago, IL)
Jul 2024 – Present
Supported 6 closed sell-side and buy-side transactions totaling $940M in business services and healthcare
Built three-statement, DCF and LBO models used in management presentations and bid evaluations
Compiled buyer lists of 120 strategic and sponsor targets and tracked outreach for 4 processes
Managed virtual data rooms with 2,500 documents and coordinated 300 diligence requests
Valuation Intern, Lakeshore Valuation Group (Chicago, IL)
Jun 2023 – Aug 2023
Prepared comparable company analyses for 5 fairness opinion and 409A engagements
Built a precedent transaction database of 200 healthcare deals
Wrote industry summaries on 3 healthcare services subsectors
Sector Analyst, Healthcare, Ross Investment Club (Ann Arbor, MI)
Sep 2021 – May 2024
Pitched 3 healthcare stocks with DCF and comparable company models
Led weekly market update meetings for 30 members
Education
B.B.A., Concentration in Finance, University of Michigan, Ross School of Business (Sep 2020 – May 2024)
Tools: Excel, PowerPoint, Capital IQ, PitchBook, Datasite
Certifications: SIE, FINRA Series 79
How to write a M&A Analyst resume
A strong M&A Analyst resume shows the strategic questions you owned, the recommendations you made, and the results once they were implemented. Put your most relevant recent role first and make every bullet show a result, not a duty.
Sections, in order
Summary
Experience
Education
Skills
Length: One page for most candidates; move to two only if every line is relevant.
Summary: Write two or three lines: your role, your strongest skills, and one result that proves them.
Skills to feature
Strategic planning
Market analysis
Financial modeling
Business case development
Stakeholder alignment
Program management
Competitive intelligence
OKRs and KPIs
Executive communication
Partnership development
Example bullet points
Led the market-entry case for Germany and France, launching in 7 months and reaching $5M revenue in year one
Built the company OKR process across 9 departments, aligning 120 goals to three annual priorities
Identified $3.1M in procurement savings through a spend analysis of 1,400 vendors
Tips from recruiters
Use the situation, action and result structure in each bullet, with the result first when it is strong.
Name the audience you influenced (CEO, board, regional leads) to show seniority.
Keep consulting engagements anonymous where needed, but keep the industry and the scale.
Recommended templates
Executive (ATS-friendly): Centered executive layout with serif headings
Classic (ATS-friendly): Jake's-style LaTeX classic: small caps and hairline rules
Ivy (ATS-friendly): Harvard-style Times layout with centered headings
M&A Analyst resume FAQ
What should a M&A Analyst resume include?
A M&A Analyst resume should show the strategic questions you owned, the recommendations you made, and the results once they were implemented. Use these sections in this order: Summary, Experience, Education and Skills. Put your most relevant recent role first and make every bullet show a result, not a duty.
What is the best resume template for a M&A Analyst?
Executive, Classic and Ivy work well for M&A Analyst roles. They are single-column with standard headings, so applicant tracking systems (ATS) parse them reliably.
How long should a M&A Analyst resume be?
One page for most candidates; move to two only if every line is relevant.
Which skills should a M&A Analyst put on a resume?
Prioritize the skills named in the job posting. Common ones for M&A Analyst roles are Strategic planning, Market analysis, Financial modeling, Business case development, Stakeholder alignment and Program management.
How do I write strong M&A Analyst resume bullet points?
Start with an action verb, say what you did, and end with a measurable result such as revenue growth, margin and market share. For example: "Led the market-entry case for Germany and France, launching in 7 months and reaching $5M revenue in year one."