Teamshares
New
$1 – $5/yr

M&A Diligence Lead

RemoteRemotesenior
OtherLeadAssociate
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Quick Summary

Overview

What is Teamshares? Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Part holdco, part fintech,

Technical Tools
OtherLeadAssociate
What is Teamshares?
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Part holdco, part fintech, Teamshares programmatically acquires companies with $0.5 to $5 million of EBITDA from retiring owners, integrates them with the Teamshares platform, and helps employees earn company stock. Founded in 2019, Teamshares operates subsidiaries with consolidated revenue of over $400 million across over 40 industries and 30 states.
 
The Role
The Diligence Lead is a manager-level member of our Transaction team. You will lead and execute financial due diligence for potential acquisitions aligned with Teamshares’ core investment thesis. You will play a critical role in evaluating small businesses, developing financial insights, and supporting investment decision-making from initial diligence through transaction execution.
  • Lead and execute financial due diligence reviews for potential acquisitions of small businesses based on our core investment thesis, ensuring thorough analysis of financial statements and historical performance.
  • Develop financial analyses and other pro forma financial models (including income statement, balance sheet, free cash flows, and sensitivity analyses, as needed).
  • Develop and present financial and operational insights into each opportunity based on financial data provided, accounting processes, and strategic fit with the investment thesis.
  • Perform quality-of-revenue and quality-of-earnings analysis and develop working capital metrics.
  • Work closely with legal, tax, and operational teams to gather relevant information and ensure a holistic approach to due diligence.
  • Communicate findings effectively and provide guidance to team members throughout the due diligence process.
  • Prepare detailed reports and workbooks outlining key findings, risks, and opportunities and present findings to the investment team in a clear and concise manner.
  • Assist in preparing indications of interest offers, LOIs and provide technical input to purchase agreements.
  • Review the work of peers and other team members, ensuring accuracy and quality of deliverables.
  • Maintain a keen attention to detail to ensure all work is free of mistakes and meets the highest standards of quality.
  • Collaborate with the technology team to translate due diligence learnings and key insights into actionable software improvements and capabilities.
  • Ensure seamless integration of technology solutions to enhance the efficiency of the due diligence process.
  • 3+ years of accounting and buy-side transaction experience in an accounting advisory, private equity or broad transaction advisory setting with exposure to both financial and tax (reporting) accounting.
  • CPA, CA, or CFA certification preferred.
  • Experience working for a premier or Big-4 accounting firm is strongly preferred.
  • Demonstrated capabilities in evaluating small to medium-sized businesses.
  • Strong interest in and passion for empowering employee ownership in small businesses.Entrepreneurial, self-starter mentality, excelling in both team-based and self-directed environments.
  • Highly motivated and able to manage multiple projects simultaneously.
  • Have exceptional verbal, written and interpersonal communication skills.
  • Strong analytical, organizational and leadership skills.
  • Proficiency in Microsoft Excel and other presentation tools.
  • Have the ability to take initiative and ownership of workstreams and work independently.
  • Why you should join us:
    We believe in supporting every team member with a competitive salary and a generous benefits package, including equity for all employees, exceptional medical/dental/vision benefits plans for employees and their families, and paid parental leave. We value time off and actually take our vacations, and we have a healthy work-life balance culture that checks egos at the door and truly unplugs at the end of the day. We embody a growth mindset and provide the support you need to grow in your career.

    Location & Eligibility

    Where is the job
    Worldwide
    Fully remote, anywhere in the world
    Who can apply
    Same as job location

    Listing Details

    Posted
    July 14, 2026
    First seen
    July 14, 2026
    Last seen
    July 16, 2026

    Posting Health

    Days active
    0
    Repost count
    0
    Trust Level
    68%
    Scored at
    July 14, 2026

    Signal breakdown

    freshnesssource trustcontent trustemployer trust
    Teamshares

    Teamshares is a leader in transitioning small businesses to employee ownership, offering a sustainable model that supports communities and empowers workers.

    Employees
    125
    Founded
    2019
    View company profile
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    TeamsharesM&A Diligence Lead$0k–$0k