Lead due diligence, build advanced Excel financial models and valuations, support acquisition sourcing and deal execution, structure and negotiate transactions, and manage post-acquisition integration and portfolio monitoring.
Intro description:
Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.
Core Responsibilities:
- Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
- Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
- Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
- Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
- Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
- Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
- Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
- 6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
- Track record in buy-side M&A with experience in roll-up strategies, consolidation plays, or multi-site acquisitions a plus
- Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
- Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
- Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
- Thrives in a fast-paced, entrepreneurial environment
Top Skills
Excel
Similar Jobs
Computer Vision • Healthtech • Information Technology • Logistics • Machine Learning • Software • Manufacturing
The Senior Mechatronics Engineer will develop the mechatronic systems for manufacturing prosthetics, focusing on system architecture, rapid prototyping, and integration with various engineering teams.
Top Skills:
Solidworks
Computer Vision • Healthtech • Information Technology • Logistics • Machine Learning • Software • Manufacturing
Lead a full stack engineering team, drive execution and delivery of systems, mentor engineers, and contribute to software development. Collaborate with cross-functional teams to achieve strategic goals.
Top Skills:
GraphQLPythonReactTypescript
Cloud • Fintech • Food • Information Technology • Software • Hospitality
As a Senior Product Designer, you'll lead design strategy for customer support platforms, ensuring user-friendly and visually appealing experiences while mentoring junior designers.
Top Skills:
Ai Prototyping Tools (V0Claude Code)FigmaMagic PatternsMiro
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
