Job Description

Benchmark International is looking for an experienced and driven Senior Associate to add to our growing Middle Market Team (MMT) M&A team in Tampa, Florida. MMT is Benchmark International’s premier services team structured to work across industries on sell-side M&A transactions ranging from $100M – $500M TEV. The Associate will collect, analyze, summarize, and discuss our clients’ most sensitive data and assist in preparing our clients to enter the mergers & acquisitions market. Pulling key attributes from financial statements, contracts, and other corporate documents; the Associate will identify risks, value businesses, and set or adjust client expectations. The Associate will also help with various related activities such as deal analysis, working capital analysis, and other tasks needed to serve our clients.

Job Responsibilities

Your experience throughout the years will be a great resource for the Benchmark team, however as an Associate, you will act under the instruction of and be trained by Benchmark Internationals experienced leadership team. 

Your responsibilities will include:

  • Support senior bankers in all aspects of M&A deal execution. This includes but is not limited to data gathering and analysis, marketing materials preparation, buyer list development, buyer outreach, data room management, and supporting all stages of diligence and transaction closing.
  • From time to time, support senior bankers in origination activities including pitch presentation preparation, industry analysis, buyer research, and company strategic positioning analysis.
  • Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
  • Gather comprehensive information about client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.
  • Prepare and routinely update marketing materials, financial statements and business intelligence reports focusing on the company’s strengths and opportunities.
  • Analyze client’s financial situation, including historical, current and expected future performance and prepare financial statements.
  • Develop relationships with the investment community which include private equity funds, family offices and corporate acquirors and update marketing materials with current information.
  • Ensure the CRM system is up to date with information about each client.
  • Provide consultative guidance on accounting, financial and valuation matters.
  • Participate in proactive team efforts to achieve departmental and company goals.
  • Provide leadership to others through example and sharing of knowledge/skill.
  • Comply with all policies, practices and procedures and perform other duties as assigned.

Job Requirements

As a Senior Associate, you must be highly energetic and passionate individual with a positive and highly motivated ‘can do’ attitude. You must have a strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an Associate that you possess excellent verbal and written communication, analytic, mathematical, and interpersonal skills as well as presentation abilities.

The Senior Associate is a client-facing role that must be able to convey bad news and deal with clients’ unique sensitivities while keeping each client moving through the company sales process at a steady pace.

  • Experience: Minimum 3-5 years of middle market investment banking experience (e.g. likely have completed your analyst years, a full analyst training program, and could be a first year associate). Preferably from the M&A or leverage finance product team or experience on an industry coverage team such as industrials, business services, consumer, or tech.
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Proficient personal computer skills include electronic e-mail, recordkeeping, routine database activity, word processing, spreadsheet, graphics, etc.
  • Ability to handle multiple tasks simultaneously.
  • Ability to handle a rigorous schedule of deadlines.
  • Experienced in professional business writing preferred; including writing business plans and information memorandums.
  • Prioritization and organization skills.
  • Proficient in financial-modeling, financial-analysis in Excel; exceptional power point presentation skills.
  • Proficiency using modern AI tools (e.g. Claude, ChatGPT, etc.)
  • Commercial understanding and awareness of business and operations in various industries.
  • Possess valid and current driver license.
  • No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
  • Bachelor’s degree with a concentration or advanced degree Finance, Marketing, or Accounting or an unrelated degree with significant work experience in one or more of these fields.
  • Ability to obtain a Florida real-estate sales associate license within 90 days of employment (For employment in our Florida office).
  • Availability for occasional travel.
  • Must be able to work full-time in the office as this is not a remote or hybrid position.
  • Professional dress attire is required.

 

Salary

This position will receive an annual salary of $115,000 to $150,000 base (commensurate with experience and performance through the interview process), a deal commission bonus of 1.00% of deal fees closed, and an additional end-of-year bonus of up to 10% of base salary if the team’s target is achieved for an on target earnings (OTE) of $337,500.

Benefits

All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.

Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers—whether local or international—through a combination of proprietary databases, deep market insight, and strategic outreach.

We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story.

Join us and be part of the next generation of leaders redefining M&A excellence.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunities include, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Benchmark International cannot sponsor work visas for candidates.