About us

At Baysora, we partner with boutique tax and accounting firms to protect what makes them unique while fueling their next chapter. Backed by patient family capital, we take a long-term approach that prioritizes people, culture, and client service. Joining our team means being part of a network that values autonomy, invests in growth, and creates clear pathways for future leaders.

Role Summary 

The Investing Associate will support Baysora’s investment and corporate development activities across the full deal lifecycle—sourcing, diligence, valuation, investment committee materials, and closing—plus post-close analytics and special projects. This is a highly analytical, execution-oriented role with meaningful exposure to senior leadership and OpCo partners. 

What’s in it for you:

·         Flexible work environment (Hybrid)

·         Medical, Dental, and Vision benefits package

·         401(k) with employer match

·         Unlimited PTO

·         A supportive culture to allow you to live a fulfilling, happy, and impactful life

Key Responsibilities: 

Deal Execution & Diligence 

• Evaluate potential acquisitions and partnership opportunities for Baysora and its OpCos. 

• Build and maintain financial models (3-statement, cash flow, acquisition / LBO-style, scenario and sensitivity analyses). 

• Lead workstreams during diligence: financial and customer analysis, quality of earnings, working capital, flow of funds, etc. 

• Coordinate with external advisors (legal, accounting, QoE providers, lenders, insurance) and internal stakeholders. 

• Draft and present investment materials: teasers, investment memos, IC decks, and diligence summaries. 

Valuation, Structuring & Negotiation Support 

• Support deal structuring (purchase agreement economics, earnouts, rollover equity, working capital mechanisms) in partnership with leadership and counsel. 

• Assist with financing processes as needed (debt sizing, lender materials, covenant sensitivity, capital structure analysis). 

Portfolio & Post-Close Support 

• Track portfolio KPIs and performance metrics (revenue mix, margin, utilization, realization, client retention, growth drivers). 

• Support post-close initiatives: synergy tracking, integration planning, performance improvement analysis, and board/partner reporting. 

• Create dashboards and recurring reporting packages for leadership. 

Strategic & Operational Projects 

• Support market mapping, theses, and research across target geographies and service lines. 

• Participate in deal sourcing efforts (researching new targets, initial outreach and meetings, etc.) 

• Analyze build vs. buy opportunities, cross-sell opportunities, and organic growth investments. 

• Contribute to process improvement and documentation for repeatable deal execution. 

Qualifications: 

Required: 

• 3-4 years of total professional experience in investment banking, management consulting, and/or private equity (or closely related investing/corporate development role). 

• Strong financial modeling, Excel, and analytical skills; comfort building models from scratch. 

• Excellent written and verbal communication skills; able to synthesize complex information into clear recommendations. 

• High ownership mindset: organized, proactive, and comfortable driving workstreams independently. 

• Strong judgment, integrity, and ability to handle sensitive/confidential information. 

• Bachelor’s degree required. 

Preferred / Nice-to-Have: 

• Experience evaluating or supporting acquisitions of professional services firms (accounting, tax, legal, IT services, etc.). 

• Familiarity with accounting concepts (accrual accounting, working capital, revenue recognition basics) and QoE processes. 

• PowerPoint proficiency with strong “storytelling” ability. 

• Exposure to post-merger integration, portfolio operations, or KPI reporting.