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Principal Transactions and M&A Advisor
Principal Transactions and M&A AdvisorSurescripts • Chicago, IL, US
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Principal Transactions and M&A Advisor

Principal Transactions and M&A Advisor

Surescripts • Chicago, IL, US
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  • [job_card.full_time]
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Principal Transactions And M&A Advisor

Surescripts serves the nation through simpler, trusted health intelligence sharing, in order to increase patient safety, lower costs and ensure quality care. We deliver insights at critical points of care for better decisions from streamlining prior authorizations to delivering comprehensive medication histories to facilitating messages between providers.

The Principal Transactions and M&A Advisor will support the companys strategic growth through partnerships, mergers and acquisitions (M&A), other strategic transactions, by, among other things, conducting financial analysis, valuation modeling, market research, and due diligence on potential healthcare and healthcare technology acquisition targets or partners. The ideal candidate has a strong background in investment banking, private equity, and / or consulting within the healthcare sector.

The Principal Transactions and M&A Advisor will leverage their highly developed quantitative and qualitative analytical skills, knowledge of Surescripts market segments, and an understanding of how to run a buy-side M&A transaction and structure partnerships for a growing multi-sided network business to accelerate profitable growth.

A key aspect of this role is interacting and negotiating with prospective targets and partners (and their leadership) and collaborating with members of the Surescripts Executive Team and departments leaders across the enterprise, including but not limited to : Finance, Product Innovation, Data & Analytics, and Legal. The Principal Transactions and M&A Advisor is frequently requested to oversee or take part in special projects, including those requested by the Chief Growth Officer to those from the CEO. This role has high visibility with leadership across the company.

Responsibilities

Market Research and Opportunity Assessment :

  • Conduct comprehensive market analysis to identify industry trends, competitive landscape, and potential acquisition or partnerships targets.
  • In collaboration with Finance, build and maintain detailed financial models to evaluate potential growth opportunities.
  • In collaboration with Finance, perform company valuations using various methodologies (e.g., DCF, comparable company analysis, precedent transactions).
  • In collaboration with Finance, analyze financial statements to assess the financial health and viability of target companies.
  • Evaluate the strategic fit of potential partners and targets, including capability alignment and synergy potential.
  • Assist in developing the M&A and partnership pipeline by screening and prioritizing opportunities.

Based on market analysis, evaluate new markets and identify entry options, including how to engage strategic partners.

  • Develop quantitative models for scenarios based on price elasticity, network and competitor dynamics and other considerations.
  • Assist in the preparation of detailed business cases and investment memos for executive leadership and board presentations.

  • Collaborate with internal stakeholders to gather necessary information and insights.
  • Transaction Execution Support :

  • Coordinate and participate in cross-functional due diligence efforts, including financial, legal, operational, and technical assessments.
  • Prepare due diligence reports summarizing key findings, risks, and recommendations. Work closely with the Transactions team and external advisors to support deal negotiation and structuring.
  • Prepare presentation materials for meetings with internal committees, executives, and external parties.
  • Assist in developing integration or work plans to realize expected synergies and value from acquisitions or partnerships.
  • Partner with business unit leaders to understand capability needs and strategic priorities.
  • Collaborate with finance, legal, product, and other teams to ensure alignment and successful deal execution.
  • Qualifications : Basic Requirements :

  • Bachelors degree in a related business or healthcare field, or equivalent experience.
  • 8+ years of experience in related, progressive roles.
  • 4+ years of experience working on large complex projects.
  • 2+ years of experience of financial, economic, operational or market analysis at an investment bank, private equity, consulting, or venture capital firm.
  • Preferred Qualifications :

  • MBA or masters degree in a related business or healthcare field.
  • Corporate Development or Corporate Strategy / management consulting experience.
  • Experience in the healthcare industry.
  • Comfort in working on projects of varying scope and depth, from executing on urgent CEO requests to conducting long-term projects.
  • Surescripts embraces flexibility through its Flexible Hybrid Work model for most positions. This model allows employees to work virtually while still utilizing our offices as collaboration centers. With alignment and agreement from your leadership, you can come and go from the office as needed.

    To be considered for employment, applicants must have a valid U.S. work authorization allowing work without restrictions with Surescripts in the U.S. At this time, we are unable to provide support or provide sponsorship for immigration benefits such as work visas. Additionally, we do not participate in academic training programs or work-study programs through an academic institution that require employer endorsement of F-1 / CPT or F-1 / STEM.

    What Youre Like

    As a strategy-minded member of the Growth team, you enjoy cross-disciplinary problem solving. You are motivated by multifaceted challenges that require you to quickly identify the data points that matter and generate a hypothesis. You are relentless in your pursuit of continuous improvement with the chops to dive into analytics, then step back to see the forest for the trees. You provide market-focused expertise and industry understanding that builds trust and influences customer behavior.

    What Were Like

    Surescripts Growth is a team of both thinkers and doers. We pressure test our ideas and then move past thinking to put our plans into action. Were ambitious, yet realistic, with our goal in mind : to increase the value of the Surescripts Network Alliance.

    What the Work is Like

    We love a good framework, of course. But we also work to understand our ever-evolving role as a network business and how our solutions impact our customers and the patients and providers they serve. We take on some of the most pressing opportunities and problems facing our business. And we thrive in this fast-paced environment.

    Were a midsize company. This means youre not just another employee ID number. Here, you can build real relationships and feel supported by truly awesome people with diverse backgrounds and talents in an innovative and collaborative work culture. We strive to create an environment where you can be yourself, share your ideas and work your way. We offer opportunities for employee development, as well as competitive compensation packages and extensive benefits.

    At Surescripts, base pay is one part of our Total Rewards Package (which may also include bonus, benefits etc.) and is determined within a range. The base pay range for this position is $159,900 - $195,500 per year. Your base pay may vary within or outside of this range depending on a number of factors, including (but not limited to) your qualifications, skills, experience, and location.

    Benefits include, but are not limited to, comprehensive healthcare (including infertility coverage), generous paid time off including paid childbirth and parental leave and mental health days, pet insurance, and 401(k) with company match and immediate vesting.

    Physical and Mental Requirements :

    While performing duties of this job, an employee may be required to perform any, or all of the following : attend meetings in and out of the office, travel, communicate effectively (both orally and in writing), and be able to effectively use computers and other electronic and standard office equipment with, or without, a reasonable accommodation. Additionally, this job requires certain mental demands, including the ability to use judgement, withstand moderate amounts of stress and maintain attention to detail with, or without, a reasonable accommodation.

    Work Environment :

    Surescripts embraces flexibility through its Flexible Hybrid Work model for most positions. This model allows employees to work virtually while still utilizing our offices as collaboration centers. With alignment and agreement from your leadership, you can come and go from the office as needed.

    Surescripts is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate on the basis of race, color, religion, age, national origin, ancestry, disability, medical condition, marital status, pregnancy, genetic information, gender, sexual orientation, parental status, gender identity, gender expression, veteran status, or any other status protected under federal, state, or local law.

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