Corporate Development Senior Analyst

Summary

Integra Testing Services, LLC is a national provider of commercial HVAC testing, adjusting and balancing services and controlled-environment certification and validation services. The Corporate Development Senior Analyst supports the full M&A lifecycle, including target identification, financial modeling, diligence, transaction execution, and post-close performance tracking, while helping advance acquisition and greenfield expansion strategies.

Responsibilities

• Maintain and prioritize Integra’s acquisition pipeline, including researching potential targets, screening opportunities against investment criteria, and maintaining accurate CRM and deal-tracker information
• Support acquisition origination through market research, target identification, outreach preparation, and tracking conversations with prospective owners and intermediaries
• Build and maintain financial models for potential acquisitions, including valuation, return analysis, synergy opportunities, and pro forma financial analysis
• Prepare investment memos, target overviews, underwriting materials, diligence findings, and presentations for senior leadership and the Board
• Coordinate financial, accounting, operational, legal, tax, and people-related diligence workstreams; maintain diligence trackers, data rooms, and third-party advisor request lists
• Support LOI, purchase agreement, signing, and closing processes in partnership with internal stakeholders and external advisors
• Work with the Chief Integration Officer and functional leaders to track acquired-company performance against underwriting assumptions following close
• Conduct market, geographic, and end-market analyses to support greenfield expansion and broader growth initiatives
• Build productive relationships with business owners, advisors, internal leadership, and functional partners across the organization

Skills

• * 3–5 years of relevant experience in investment banking, corporate development, private equity, transaction advisory, financial due diligence, or a related transaction-focused role
• * Direct experience supporting M&A transactions from early-stage target identification and underwriting through diligence, LOI, closing, or post-close analysis
• * Strong financial modeling and Excel skills, including the ability to build valuation, returns, and pro forma models
• * Working knowledge of financial statements, quality of earnings concepts, EBITDA adjustments, and transaction diligence
• * Experience managing multiple priorities and workstreams in a fast-paced, deadline-driven environment
• * Bachelor's degree in finance, accounting, economics, business, or a related discipline
• * Ability and willingness to travel regularly for acquisition-related meetings, diligence, and site visits
• * Strong analytical judgment, attention to detail, and intellectual honesty
• * Ability to distinguish facts from assumptions, identify risks early, and communicate findings clearly
• * Excellent written and verbal communication skills, including the ability to prepare decision-ready materials for senior leadership
• * Comfort working directly with founder- and family-owned business owners in a relationship-driven acquisition environment
• * A proactive, self-starting approach and willingness to own both strategic analysis and the detailed process work required to advance transactions
• * Strong organization and time-management skills, with the ability to maintain accuracy across multiple active deals
• * Proficiency in Excel and PowerPoint; experience with CRM, deal-tracking, data-room, or project-management tools is preferred
• * Ability to travel 30%-50%
• * Progress toward a CPA or CFA is a plus, but not required
• * Experience with multi-site, field-service, commercial-service, industrial-service, healthcare-service, or other people-intensive businesses is preferred but not required

Qualifications

Must Haves

• * 3–5 years of relevant experience in investment banking, corporate development, private equity, transaction advisory, financial due diligence, or a related transaction-focused role
• * Direct experience supporting M&A transactions from early-stage target identification and underwriting through diligence, LOI, closing, or post-close analysis
• * Strong financial modeling and Excel skills, including the ability to build valuation, returns, and pro forma models
• * Working knowledge of financial statements, quality of earnings concepts, EBITDA adjustments, and transaction diligence
• * Experience managing multiple priorities and workstreams in a fast-paced, deadline-driven environment
• * Bachelor's degree in finance, accounting, economics, business, or a related discipline
• * Ability and willingness to travel regularly for acquisition-related meetings, diligence, and site visits
• * Strong analytical judgment, attention to detail, and intellectual honesty
• * Ability to distinguish facts from assumptions, identify risks early, and communicate findings clearly
• * Excellent written and verbal communication skills, including the ability to prepare decision-ready materials for senior leadership
• * Comfort working directly with founder- and family-owned business owners in a relationship-driven acquisition environment
• * A proactive, self-starting approach and willingness to own both strategic analysis and the detailed process work required to advance transactions
• * Strong organization and time-management skills, with the ability to maintain accuracy across multiple active deals
• * Proficiency in Excel and PowerPoint; experience with CRM, deal-tracking, data-room, or project-management tools is preferred
• * Ability to travel 30%-50%

Nice to Haves

• * Progress toward a CPA or CFA is a plus, but not required
• * Experience with multi-site, field-service, commercial-service, industrial-service, healthcare-service, or other people-intensive businesses is preferred but not required

Benefits

• Bonus
• Remote work