Strategy Analyst

About Bespoke Partners | Who are we?

Bespoke Partners is the leading firm focused exclusively on executive recruiting and leadership advisory services for private equity-backed software firms.

More than 90% of the most active private equity software investors in the US have relied on Bespoke for leadership recruiting and advisory. Bespoke transformed leadership at portfolio companies achieving buyout transactions totaling more than $25 billion in 2021 alone. Bespoke's unique, data-driven services complete searches in typically half the industry average time with a 99% placement success rate.

The firm partners with more than 70 top tier private equity firms, providing human capital services that accelerate execution on value creation plans, cut the risk of mis-hiring, and empower leadership to achieve the investment thesis.

Bespoke Partners has 85+ employees across four offices in San Diego, Austin, Philadelphia, and San Francisco.

Who Are you?

Drive. Instinct. Grit. Smarts.

Just like our search process, you are collaborative, thorough, accelerated and therefore effective. You are determined, solution-oriented and energized by exceeding your own potential. No matter your title, you lead and mentor with passion and purpose being memorable in every client and employee interaction you experience. Motivated by transparency, you thrive in a feed forward, team-first environment and continue to be laser focused on data driven and effective results. If this sounds like you, please read on!

Duties & Responsibilities:

• Support the executive leadership team in the formulation and execution of strategies and growth initiatives.
• Provide financial & analytical modeling, detailed due diligence, and strategic support for evaluating potential M&A candidates, joint venture partners, and business development growth initiatives.
• Perform and assist financial modeling and analysis for potential transactions using valuation techniques.
• Perform due diligence, prepare presentations for senior management, and coordinate with senior executives to support and execute transactions.
• Conduct comprehensive market research and analysis to meet business development & commercial needs, including but not limited to identifying potential business opportunities (e.g., mergers, acquisitions, joint ventures, partnerships) & producing trends & market data to support engagement & communication with clients (e.g., competitive intelligence, industry trends)
• Develop business cases and presentations to support deal recommendations and present findings to senior management.
• Monitor and analyze industry trends, competitive landscape, and market dynamics to identify emerging opportunities or threats.
• Build a market landscape analysis factoring in market factors, competition, and technology.
• Participate in strategic planning processes to align corporate development initiatives with overall business goals.
• Respond to requests for trend and market data to support engagement and communication with clients.
• Support marketing initiatives, which include assisting with content creation and market research to support thought leadership, as well as providing publication data support.
• Provide regular and ad-hoc reports to the executive leadership team.
• Perform in depth research to identify and analyze new business opportunities.
• Manage multiple projects from end-to-end independently; communicate recommendations and drive outcomes with various stakeholders.
• Assist in post-merger integration via a PMO role.
• Conduct ad-hoc analysis at the request of senior executives.
  
  

Requirements + Experience:

• 3+ years of experience in a strategic services role (investment bank, strategy consulting, venture capital, corporate strategy, Big Four accounting).
• Strong financial analysis and modeling skills, with a solid understanding of valuation techniques and financial statements.
• In-depth knowledge of M&A and corporate finance principles, including due diligence, integration planning, and post-merger integration.
• Bachelor's degree in a related field or equivalent experience.
• Excellent and advanced analytical and critical thinking skills combined with a practical, quantifiable, and structured approach to problem solving.
• Exceptional communication and presentation skills, with the ability to convey complex ideas and analysis to both technical and non-technical stakeholders.
• Superior attention to detail and problem-solving skills. 
• Ability to work collaboratively on a team and on a stand-alone basis.
• Ability to develop collaborative rapport with divisional executives and teams.
• Advanced MS Office Suite (Word, Excel, Outlook, Power Point, and Visio) computer skills as well as working knowledge of database management (Microsoft Access)