WHAT DOES A CORPORATE DEVELOPMENT ANALYST DO?

Published: August 23, 2024 - The Corporate Development Analyst conducts market and target research to inform strategic business decisions and supports due diligence efforts for key transactions. Provides critical analysis and guidance in the development of strategic plans across segments and business units, ensuring alignment with the company’s goals. Prepares detailed presentations on transaction opportunities and valuation, contributing to the enterprise-wide strategic planning process presented to the Board of Directors.

A Review of Professional Skills and Functions for Corporate Development Analyst

1. Corporate Development Analyst Duties

  • Financial Modeling: Prepare and maintain underwriting models for potential acquisition targets
  • Financial Analysis: Analyze unit-level and consolidated financial statements for acquisition targets
  • Financial Integrity Assessment: Assess financial statement integrity of target companies
  • Due Diligence Coordination: Assist in due diligence efforts between accounting, finance, human resources, IT, and purchasing departments for all acquisitions
  • Capital Structure Analysis: Conduct capital structure scenario and returns analyses
  • Forecasting & Valuation: Develop and maintain complex forecast and valuation models for FRG, as well as its business acquisition targets and lenders
  • Operational Analysis: Perform in-depth analyses on critical aspects of restaurant operations, and present results in a way that is actionable for a variety of audiences
  • Presentation Development: Prepare presentation materials for the Board of Directors, lenders, and equity investors
  • Contract Negotiation & Deal Management: Support contract negotiations for business acquisitions
  • Acquisition Integration: Assist in coordinating all aspects of acquisition integration

2. Corporate Development (M&A) Analyst Details

  • M&A Support: Support the Corporate Development team in the pursuit of M&A and strategic decision-making that will impact the future growth and positioning of the Company
  • Opportunity Origination: Support origination of acquisition opportunities based on commercial, financial, and strategic merit
  • Flexible Collaboration: Effectively operate and deliver within a flexible working environment with colleagues in multiple locations globally, expecting a blend of in-person and remote working
  • Financial Modeling: Work closely with investment banks and internal finance teams to build financial models and to evaluate, challenge, and stress-test these models with robust scenarios and sensitivities
  • Pipeline Management: Maintain a dynamic M&A pipeline that requires active dialogue with internal and external stakeholders and regular updates to the team
  • Market Monitoring: Track key developments in capital markets and target industries to understand how they impact business units and relay that information internally
  • Transaction Database Management: Maintain a database of recent transactions and key metrics that are relevant to strategy
  • Financial Analysis: Perform financial analysis of peer companies and precedent transactions across relevant sub-sectors and geographies within strategic focus areas
  • Relationship Tracking: Support the Corporate Development team in maintaining a strategic relationships tracker including with corporates, founders, PE funds, advisors, and consultants
  • Marketing Material Development: Develop targeted marketing materials to clearly articulate TT’s offering to target companies and partners, and prepare bid documentation in M&A processes
  • Investment Recommendation Preparation: Assist the Corporate Development team in preparing investment recommendation papers for executive management board approvals and ultimately approval by TT’s Board of Directors

3. Corporate Development Analyst Responsibilities

  • Valuation & Investment: Build financial valuation and investment recommendations for prospective acquisition targets
  • Deal Structuring: Participate in all aspects of deal structuring
  • Process Oversight: Oversee deal timeline and communication touchpoints at all stages of the active deal process
  • Legal Document Management: Oversee all active deal legal documents, working with legal advisors, HR, and internal teams
  • Reorganization & Tax Structuring: Participate in deal structuring, including any reorganizations, working with tax advisors to ensure an efficient corporate structure
  • Relationship Management: Communicate effectively and build strong relationships with vendors, internal teams, and external advisors
  • Due Diligence Management: Manage deal due diligence, working with Operations, Transitions, and Business Development departments to ensure satisfactory completion of due diligence
  • Budget Development: Build the acquired clinic budget, working with Operations and FP&A teams to ensure transparency and alignment in budget assumptions
  • Onboarding & Operations Understanding: Gain an extensive understanding of the onboarding and operational activities related to all steps of the clinic acquisition

4. Corporate Development Analyst Accountabilities

  • Fundraising Strategy: Participate in fundraising strategy preparation from scratch to execution
  • Investor & Board Communication: Prepare both internal and external recurrent and ad-hoc materials for investors/shareholders, management, and board of directors
  • Data Structuring & Analysis: Structure and analyze data, working closely with finance and data delivery teams
  • Financial Modeling: Participate in designing the company’s financial model for strategic and ad-hoc decision-making
  • Market Research: Support with continuous analytical market research
  • Process Improvement: Improve and create processes to be more robust, accurate, and efficient
  • Opportunity Evaluation: Assist in the evaluation of potential opportunities, including robust idea generation and screening processes that bring quality acquisition and investment ideas to the executive team
  • Deal Process Support: Support all aspects of the deal process, including sourcing, qualification, initial rationale/pitch, financial modeling, due diligence, and closing & integration activities
  • Project Management: Develop a project plan and coordinate cross-functional deal teams
  • Analytical Support: Conduct and/or lead key qualitative and quantitative analyses in support of deals/deliverables
  • Competitive Analysis: Deliver an in-depth understanding of the competitive landscape and new market opportunities
  • Management Reporting: Develop management reports and board presentations

5. IWG Corporate Development Analyst Functions

  • Strategic Analysis: Work closely with Senior Management and assist with the analysis of potential strategic options, M&A opportunities, and organic growth opportunities
  • Financial Modeling: Prepare operating and valuation models for potential acquisitions and investments, including pro-forma P&L, balance sheet, and cash flow statements
  • Due Diligence Support: Support the Chief Investment Officer (CIO) and Senior VP (SVP) of Corporate Development in managing the due diligence process
  • M&A Best Practices: Support the CIO and SVP of Corporate Development in the implementation of M&A best practices across the Group
  • Training Support: Assist in internal training of key due diligence team members
  • Investment Proposal Preparation: Assist in preparing investment proposals and company and market analysis when appropriate
  • Business Integration & Project Management: Assist in business integration and project management
  • M&A Pipeline Review: Support the internal business development teams in their review of the M&A pipeline
  • Opportunity Screening: Screen and evaluate all M&A opportunities

6. IWG Corporate Development Analyst Job Description

  • Global Liaison: Liaise with country management teams around the world
  • Investment Case Preparation: Prepare and update Investment Cases and formulate recommendations for the Investment Committee
  • Data Analysis: Create databases and analyze data that supports growth ambitions and investment decisions
  • Financial Modeling: Prepare financial models to analyze the projected returns of investment decisions
  • Financial Support: Provide financial information that will support IWG in negotiations with landlords/partners
  • Performance Comparison: Compare actual returns versus forecasts
  • Pipeline Tracking: Create and update pipeline trackers and other regular reports
  • Benchmarking: Benchmark IWG performance against competitors

7. Corporate Development Analyst Overview

  • M&A Strategy Development: Support the development of M&A strategy across the Company for both domestic and international operations
  • Market & Competitor Analysis: Conduct market and competitor assessments to understand business dynamics/trends and test the viability of potential investment opportunities
  • Deal Evaluation: Support the process to proactively scan, cultivate, evaluate, and prioritize potential M&A deals
  • Financial Modeling: Build financial models to analyze and forecast target company financials as well as to define their relative value
  • Due Diligence: Perform due diligence (strategic, operational, and financial) on potential M&A targets
  • Business Case Development: Work with business/functions to build the business case and recommendation on the go/no-go decision for potential investments/acquisitions
  • Executive Presentation: Prepare and deliver executive presentations on company evaluations and recommendations to facilitate internal decision-making
  • Deal Execution Support: Facilitate and support the execution of M&A deals
  • Post-Merger Integration Evaluation: Support the evaluation of post-merger integration

8. Corporate Development Analyst Details and Accountabilities

  • Diligence & Integration Support: Provide support for diligence tracking and integration efforts on all Corporate Development transactions
  • Pipeline Tracking: Support the internal corporate development pipeline tracking process, including reporting along with market research and recently announced transactions
  • Global Strategy & Project Support: Assist the Corporate Development team on global strategies (e.g., flavor, DTC, etc.), corporate initiatives, and special projects, including performing analysis and preparing presentations
  • Template & Material Maintenance: Maintain Corporate Development due diligence and integration templates and materials
  • Financial Analysis: Perform financial modeling, due diligence, projections, and deal evaluation
  • M&A Sourcing & Execution: Source new M&A transactions and execute through closing with leadership
  • Executive Interaction: Comfortable interacting with executive leadership and working with Private Equity firms
  • Technology Understanding: Understanding of the Technology space
  • Industry Research: Research different industry-specific trends to base inorganic growth strategy 
  • C-Suite Interface: Interface with C-Suite regarding organic growth initiatives, integration strategy, and M&A targets

9. Corporate Development (M&A) Analyst Tasks

  • Valuation Modeling: Conduct valuation modeling to support decision-making around M&A activity, including market comparable and precedent transaction analysis
  • Market & Target Research: Provide market and target research, including business and product profiles and industry trends
  • Due Diligence Support: Support due diligence data gathering and data room maintenance for selected transactions
  • Strategic Planning Support: Provide analysis and guidance to support the development of strategic plans for segments, business units, and functions
  • Presentation Preparation: Prepare presentations on transaction opportunities, structures, and valuations
  • Strategic Plan Development: Support the development of enterprise-wide strategic plans and other materials presented to the Board of Directors
  • Data Analysis: Conduct data analysis to support key initiatives based on the needs and strategic direction of Oshkosh businesses
  • Template & Instruction Maintenance: Develop and maintain Corporate Business Development templates, standard work instructions, and training materials
  • Process Improvement Participation: Participate in continuous improvement activities and events related to business development processes
  • Feedback & Mentoring: Actively participate in Corporate Business Development continuous feedback and mentoring sessions

10. Corporate Development Analyst Roles

  • Opportunity Analysis & Presentation: Analyze and present acquisition opportunities to the Strategic Marketing Director and subsequently, the CEO
  • Market Monitoring: Monitor market developments for acquisition opportunities including corporate acquisitions, disposals, and significant strategic updates
  • Commercial Due Diligence Support: Support the Commercial Due Diligence of prospective acquisitions, including analysis of the target market, competitive landscape, customer base, revenue and cost synergy opportunities, and strategic fit to CleverCards
  • External Partner Liaison: Liaise with external due diligence partners, including for large acquisition opportunities
  • Report & Presentation Preparation: Prepare high-quality reports and presentations for both internal and external purposes, including the submission of Executive, Board, and Investor reports related to Corporate Development and Strategy
  • Stakeholder Engagement: Work with, influence, and constructively challenge people at all levels and across the company
  • M&A Due Diligence & Integration: Responsible for M&A due diligence, valuation, and business integration for potential deals
  • Financial Analysis: Conduct financial analysis including DCF, LBO, and sensitivity analysis, among other analyses
  • Valuation Presentation: Present valuations and analysis to Senior Management
  • Deal Coordination: Coordinate with internal and external clients to evaluate and complete deals
  • Market Evaluation & Growth Solutions: Assist with market evaluation and provide solutions for growth opportunities
  • Industry Research: Perform research on industries and trends to provide insights for strategy development