M&A Analyst CV Example
An M&A analyst CV should highlight your expertise in financial analysis, deal execution, and market research to support mergers, acquisitions, and divestitures from origination to completion.
Recommended template: MinimalPro
Key Skills to Include
Quick Tips
- Reference specific transactions you have worked on, including sector and deal value ranges.
- Demonstrate your valuation skills across multiple methodologies.
- Highlight your ability to manage data rooms and coordinate due diligence processes.
- Include any CFA progress or relevant financial qualifications.
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Upgrade to ProHow to Write Your M&A Analyst CV
An M&A analyst CV must demonstrate analytical precision, deal experience, and the ability to work under pressure on complex transactions. Hiring managers at advisory firms and investment banks look for candidates who can build robust financial models, produce high-quality deal materials, and manage multiple workstreams simultaneously. Your CV should showcase both your technical capabilities and your contribution to completed transactions.
CV Structure
Use a reverse-chronological format with a concise profile highlighting your deal experience, qualification status, and sector focus. For each role, describe the firm, transaction types, and deal value ranges. List core responsibilities followed by specific deal achievements. Consider including a brief deal list if you have significant transaction experience. One to two pages is appropriate depending on career stage.
CV Format
Choose a clean, conservative template suitable for a professional advisory environment. Avoid creative designs — M&A hiring managers expect a polished, text-focused document. Use consistent formatting and ensure your qualification and deal metrics are immediately visible. Save as PDF to preserve formatting.
CV Profile Examples
Experienced M&A Analyst
CFA Level II candidate with three years of M&A advisory experience within a mid-market corporate finance boutique, supporting sell-side and buy-side transactions across healthcare, technology, and business services sectors. Skilled in DCF, comparable company, and precedent transaction analysis with a strong track record of producing accurate valuations and compelling deal materials. Contributed to fifteen completed transactions with combined enterprise values exceeding £350M.
Senior M&A Analyst
Analytically rigorous M&A analyst with five years of deal execution experience at a top-tier advisory firm, specialising in cross-border transactions and private equity-backed mandates. Proficient in building complex financial models, managing multi-party due diligence processes, and preparing board-ready information memoranda. Known for meticulous attention to detail and the ability to manage competing deadlines across multiple live transactions.
M&A Analyst — Audit Background
ACA-qualified professional transitioning from external audit into M&A advisory, bringing three years of financial due diligence experience across mid-market manufacturing and consumer goods clients. Strong analytical foundation in financial statement analysis, earnings quality assessment, and working capital normalisation. Combines technical rigour with commercial awareness gained through close collaboration with deal teams on transaction support engagements.
State your qualification status, years of M&A experience, and the types of transactions you work on. Mention sector focus and aggregate deal values to immediately communicate your experience level. Keep the profile concise — two to three sentences maximum.
Key Skills for Your M&A Analyst CV
Deal Analysis & Execution
Supporting M&A transactions from initial assessment through to completion, managing analytical workstreams and deal documentation.
Financial Modelling
Building detailed valuation and transaction models in Excel to support pricing, structuring, and negotiation decisions.
Valuation (DCF, Precedent, Comparable)
Applying multiple valuation methodologies to determine enterprise and equity values for M&A target companies.
Due Diligence
Conducting and coordinating financial due diligence to identify risks, adjustments, and key issues in target businesses.
Industry Research
Performing market analysis and competitive benchmarking to inform deal strategy and support client advisory.
Information Memorandum Preparation
Drafting compelling sell-side documents that present the investment case and key financial metrics to prospective buyers.
Data Room Management
Organising and managing virtual data rooms to facilitate efficient due diligence during live transaction processes.
Excel & PowerPoint
Using advanced Excel for financial modelling and PowerPoint for creating professional deal materials and client presentations.
Work Experience Examples
For each role, describe the firm's market position, the types of mandates you support, and your specific analytical responsibilities. Quantify deal contributions with transaction values, number of completions, and notable individual transactions. Include examples of specific models built, materials prepared, and due diligence findings that influenced deal outcomes.
M&A Analyst
Clearwater Advisory Partners
Supported sell-side and buy-side M&A mandates for mid-market UK businesses with enterprise values ranging from £10M to £120M across healthcare, technology, and professional services.
Responsibilities
- Built and maintained financial models using DCF, comparable company, and precedent transaction methodologies to support client valuations.
- Prepared information memoranda, management presentations, and teaser documents for sell-side marketing processes.
- Managed virtual data rooms, coordinating the upload and organisation of due diligence materials for multiple interested parties.
- Conducted industry research and competitive benchmarking to inform deal positioning and buyer identification strategies.
- Assisted with due diligence coordination, collating information requests and tracking completion across financial, legal, and commercial workstreams.
Achievements
- Contributed to the completion of eight transactions over two years with combined deal values of £185M.
- Built the valuation model for a £45M healthcare sector sale that the lead partner described as the most comprehensive analysis the firm had produced.
- Developed a standardised data room structure adopted across the firm, reducing set-up time by approximately 50% on new mandates.
Transaction Support Analyst
Mazars LLP
Provided financial due diligence support for M&A transactions, assisting private equity firms and corporate acquirers in evaluating mid-market target companies.
Responsibilities
- Analysed target company financial statements, identifying quality of earnings adjustments and working capital normalisation items.
- Prepared financial due diligence reports covering historical trading performance, cash flow trends, and key accounting policies.
- Reviewed management information and accounting records to assess the reliability and consistency of financial reporting.
- Assisted with vendor due diligence engagements, preparing draft reports for client review and comment.
Achievements
- Identified a £1.2M earnings overstatement in a target company's financials during buy-side due diligence, resulting in a purchase price renegotiation.
- Completed due diligence reports for six transactions in twelve months, consistently meeting tight deal timetables.
Education & Qualifications
Lead with your CFA progress or ACA/ACCA qualification. Follow with your degree, noting the institution and classification. Include any financial modelling certifications or M&A-specific training courses. For analyst roles, strong A-level results remain relevant.
CFA (Level I–III)
Chartered Financial Analyst programme demonstrating rigorous valuation, analysis, and ethics competence for M&A professionals.
ACA (ICAEW)
Chartered accountancy qualification providing the financial analysis foundation valued in transaction advisory.
Financial Modelling Certification
Specialist training validating proficiency in building transaction-grade financial models.
MSc Finance / Corporate Finance
Postgraduate qualification demonstrating advanced knowledge of M&A theory and practice.
Frequently Asked Questions
How do I present deal experience on an M&A analyst CV?
What valuation skills should I highlight?
How important is sector knowledge for M&A analyst roles?
Should I include due diligence experience on my M&A CV?
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