Associate Transaction Services

Primary Objectives:

Agenda Health is seeking a proactive, polished, and highly organized Associate to oversee the full lifecycle of our M&A transactions, from pre-listing valuations through closing. This role is central to ensuring a smooth, efficient, and professional experience for both sellers and buyers throughout the Go-To-Market process.

Key Responsibilities:

• Lead and manage the valuation process for clients.
• Maintain a weekly review cadence with your analyst to assess all deals under management.
• Hold consistent weekly touchpoints with sellers and triweekly touchpoints with buyers to maintain momentum and alignment.
• Facilitate all interactions between sellers and buyers during the Go-To-Market and due diligence phases.
• Serve as the primary driver of transaction outcomes, leveraging internal resources and cross-team support as needed to ensure successful closings.

Why Work With Us?

Agenda Health is a leading healthcare M&A advisory firm with over 15 years of proven success. We specialize in connecting high-intent sellers with qualified buyers across a wide range of healthcare service lines. Our team combines deep industry expertise with a people-first approach, making us trusted advisors in the healthcare M&A space.

What We're Looking For:

• Experience:
  Demonstrated deal experience is
  required
  — in M&A advisory, investment banking, private equity, or a related transaction-oriented role. Applications without clear deal experience will not be considered.
• Education:
  Bachelor's degree required; preferred fields include finance, business, or economics.
• Location:
  Ability to commute to our Austin, TX office Monday through Friday.
• Technology:
  Access to a personal laptop and phone; proficiency with CRM systems preferred.
• Licensing:
  Series 63 required or willingness to obtain within the first 6 months of employment (company will provide support).

Skills & Traits:

• High-level accounting knowledge is an important differentiator
• Highly organized, detail-oriented, and capable of managing multiple transactions at once
• Exceptional communication and interpersonal skills
• Preferred understanding of accounting and financial statement fundamentals
• Proactive, vigilant, and solutions-oriented mindset

Compensation:

Base salary range:
$75,000 – $150,000
, commensurate with experience.

Benefits:

• Comprehensive medical, vision, and dental coverage.
• Paid time off, including 10 accrued PTO days and 10 paid holidays.
• Social Impact: Every completed transaction at Agenda Health contributes to charitable giving. Employees have the opportunity to nominate a charity to receive these contributions.

How to Apply:

Please submit your resume apply on LinkedIn additionally, feel free to email
a cover letter outlining your deal experience and relevant accomplishments. Applications without clear M&A or transaction experience will not be considered. We look forward to reviewing your background and exploring how you can help grow Agenda Health's buyer network and impact in the healthcare M&A space.