Modus Logo

Modus

M&A

Posted 20 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
150K-300K Annually
Mid level
In-Office
New York, NY, USA
150K-300K Annually
Mid level
Responsible for managing the M&A deal lifecycle, building acquisition pipelines, conducting market analyses, leading due diligence, and overseeing post-close integration.
The summary above was generated by AI

About Modus

We’re building the future of audit.

Modus Audit is a strategic acquirer of CPA firms with a mission to transform the audit industry through technology and capital. Backed by Lightspeed Venture Partners, Modus aims to acquire, integrate and scale high-quality audit practices using advanced AI and operational playbooks.

What you’ll do

  • Run the full deal lifecycle from initial outreach through LOI, diligence, closing, and early integration

  • Build and manage a high-quality pipeline of acquisition targets, including direct outreach to firm owners, brokers, and advisors

  • Develop investment theses, conduct market mapping, and prioritize targets aligned with Modus’ strategy

  • Lead cross-functional diligence across financial, operational, legal, regulatory, and technology workstreams

  • Own valuation and underwriting, including building financial models, scenario analyses, and return frameworks

  • Partner with operations and finance on post-close integration planning and early performance tracking

What we look for

  • 3+ years of experience in investment banking, private equity, corporate development, transaction advisory, or strategy consulting

  • Demonstrated experience executing transactions across the full lifecycle, with increasing ownership

  • Strong financial modeling and analytical skills; ability to independently build and pressure-test operating and deal models

  • Comfort managing multiple workstreams simultaneously in a fast-paced environment

  • Clear and concise communicator with strong judgment and decision-making discipline

  • High ownership mindset with strong attention to detail and execution rigor

  • Bonus: experience with professional services M&A

Compensation

  • Competitive base salary ($150K–$300K+ depending on experience)

  • Meaningful early-stage equity

  • Full healthcare benefits

  • In-person office in NYC

Similar Jobs

10 Days Ago
Hybrid
New York, NY, USA
185K-300K Annually
Senior level
185K-300K Annually
Senior level
Fintech • Financial Services
The Vice President will lead client relationships in investment banking, focusing on M&A and capital markets, while mentoring peers and managing complex initiatives.
Top Skills: Capital MarketsFinra Series 63Finra Series 79Investment BankingM&ASecurities Industry Essentials (Sie)
5 Days Ago
Hybrid
New York, NY, USA
99K-266K Annually
Mid level
99K-266K Annually
Mid level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
The role involves advising on tax aspects of M&A transactions, managing client accounts, mentoring junior staff, and ensuring project success. Candidates analyze international tax laws and enhance tax efficiency for cross-border transactions.
Top Skills: AccountingCross-Border TaxationInternational Tax
5 Days Ago
Hybrid
New York, NY, USA
124K-335K Annually
Senior level
124K-335K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead and develop impactful tax strategies for mergers and acquisitions. Guide large projects, maintain operational excellence, and engage clients at senior levels while fostering team collaboration and innovation.
Top Skills: Digitization ToolsU.S. Federal Income Tax Law

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account