Agenda Health
Primary Objectives:
Agenda Health is seeking a proactive, polished, and highly organized Associate to oversee the full lifecycle of our M&A transactions. This role is central to ensuring a efficient and successful experience for both sellers and buyers throughout the market process.
Key Responsibilities: Lead and manage the valuation process for clients. Maintain a weekly review cadence with your analyst to assess all deals under management. Hold consistent weekly touchpoints with sellers and triweekly touchpoints with buyers to maintain momentum and alignment. Facilitate all interactions between sellers and buyers during the market and due diligence stages. Serve as the primary driver of transaction outcomes, leveraging internal resources and cross-team support as needed to ensure successful closings. Why Work With Us? Agenda Health is a leading healthcare M&A advisory firm with over 15 years of proven success. We specialize in connecting high-intent sellers with qualified buyers across a wide range of healthcare service lines. Our team combines deep industry expertise with a people-first approach, making us trusted advisors in the healthcare M&A space. What Were Looking For: Experience: Demonstrated deal experience is
required
in M&A advisory, investment banking, private equity, or a related transaction-oriented role. Applications without clear deal experience will not be considered. Education: Bachelors degree required; preferred fields include finance, business, or economics. Location: Ability to commute to our Austin, TX office Monday through Friday. Technology: Proficiency with HubSpot and Excel systems preferred. Certification: Series 63 required or willingness to obtain within the first 6 months of employment (company will provide support). Skills & Traits: High-level understanding of Key Accounting Principles is a differentiator Highly organized, detail-oriented, and capable of managing multiple transactions at once Exceptional communication and interpersonal skills Preferred understanding of accounting and financial statement fundamentals Proactive, vigilant, and solutions-oriented mindset Compensation: Base salary range: $75,000
$150,000, commensurate with experience. Bonus: Annual bonus based on firm and individual performance
Benefits: Comprehensive medical, vision, and dental coverage. Paid Time Off, including accrued PTO day and 10+ company holidays. Social Impact: Every completed transaction at Agenda Health contributes to charitable giving. Employees have the opportunity to nominate a charity to receive these contributions.
How to Apply: Please submit your resume to apply on LinkedIn. Additionally, feel free to email rosemary.mccarty@agendahealth.com a cover letter outlining your deal experience and relevant accomplishments. Applications without clear M&A or transaction experience will not be considered. We look forward to reviewing your background and exploring how you can help grow Agenda Healths buyer network and impact in the healthcare M&A space.
Key Responsibilities: Lead and manage the valuation process for clients. Maintain a weekly review cadence with your analyst to assess all deals under management. Hold consistent weekly touchpoints with sellers and triweekly touchpoints with buyers to maintain momentum and alignment. Facilitate all interactions between sellers and buyers during the market and due diligence stages. Serve as the primary driver of transaction outcomes, leveraging internal resources and cross-team support as needed to ensure successful closings. Why Work With Us? Agenda Health is a leading healthcare M&A advisory firm with over 15 years of proven success. We specialize in connecting high-intent sellers with qualified buyers across a wide range of healthcare service lines. Our team combines deep industry expertise with a people-first approach, making us trusted advisors in the healthcare M&A space. What Were Looking For: Experience: Demonstrated deal experience is
required
in M&A advisory, investment banking, private equity, or a related transaction-oriented role. Applications without clear deal experience will not be considered. Education: Bachelors degree required; preferred fields include finance, business, or economics. Location: Ability to commute to our Austin, TX office Monday through Friday. Technology: Proficiency with HubSpot and Excel systems preferred. Certification: Series 63 required or willingness to obtain within the first 6 months of employment (company will provide support). Skills & Traits: High-level understanding of Key Accounting Principles is a differentiator Highly organized, detail-oriented, and capable of managing multiple transactions at once Exceptional communication and interpersonal skills Preferred understanding of accounting and financial statement fundamentals Proactive, vigilant, and solutions-oriented mindset Compensation: Base salary range: $75,000
$150,000, commensurate with experience. Bonus: Annual bonus based on firm and individual performance
Benefits: Comprehensive medical, vision, and dental coverage. Paid Time Off, including accrued PTO day and 10+ company holidays. Social Impact: Every completed transaction at Agenda Health contributes to charitable giving. Employees have the opportunity to nominate a charity to receive these contributions.
How to Apply: Please submit your resume to apply on LinkedIn. Additionally, feel free to email rosemary.mccarty@agendahealth.com a cover letter outlining your deal experience and relevant accomplishments. Applications without clear M&A or transaction experience will not be considered. We look forward to reviewing your background and exploring how you can help grow Agenda Healths buyer network and impact in the healthcare M&A space.