Job Details

Financial Analyst

All applicants must complete a Culture Index Survey available in this link.


Financial Analyst role in Downtown Fort Worth, TX with a start date of July 1, 2018

Leadership and General Administration

  • Leads by example, establishes trust and respect of colleagues, direct reports, staff, investors and owners.

Deal Origination

  • Expert on all components of Coltala's deal acquisition flow process
    Assists in screening and evaluating acquisition prospects

  • Thoroughly conducts research in data bases (Cap IQ, Thompsons, Reuters) and develops "books" on industries, markets, competitors, including relevant analyses, as requested

  • Builds acquisition financial models and pre-models, an all supporting analytics, including valuations

  • Monitors industry trends in Coltala's three sectors: Healthcare, Manufacturing, Branded Products

  • Participates in and provides analytical support during the acquisition due diligence process

  • Participates in and supports post-closing documentation requirements

Investment Management

  • Participates in and supports the drafting of bank books, investment memorandums and investment presentations

  • Supports the Executive Vice President in the preparation of documents for annual investor meetings, quarterly board meetings and investment committee meetings

  • Attends investment committee meetings

Strategic Platforms

  • Provides analytics for strategic platform companies, as required

Required: Bachelor's degree in Finance or Accounting, MBA and/or CFA preferred

About Coltala

The Coltala Group is a diversified holding company with a unique and proven management system - The Coltala Enterprise System - that enables high-potential, small and mid-size companies to achieve optimal scale. With our deep bench of experienced industry professionals, and our more than 100 years of combined experience, Coltala is well-positioned to acquire and unlock the potential of family businesses and privately-held companies in the healthcare, manufacturing, and branded products and services industries. We are committed to being conscientious and honor-bound stewards of our company's legacy and taking it to the next level.

The highly experienced Coltala team is united by a common vision that is grounded in shared values and inspired by a unique purpose: to build businesses of significance by unlocking the potential in human and financial capital.

Fort Worth
Some Experience