M&A Advisory Internship - Summer 2027

HCVT Pasadena, CA, USSummer 2027

What they're looking for

  • Support Advisory engagement teams on mergers and acquisitions, valuation, and strategic finance projects for middle-market and growth-oriented clients.
  • Assist in preparing client-ready deliverables such as financial analyses, valuation materials, presentations, and reports that support transaction decision-making.
  • Support strategic finance and FP&A initiatives including forecasting, budgeting, and operational or profitability analysis used by management teams.
  • Support business development initiatives including prospect research, market and industry analysis, and preparation of pitch materials for prospective clients.
  • Progress toward a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Engineering, or a related field, with an expected graduation date by July 2028

The full posting

Published by HCVT. Original posting (opens in a new tab)

  Come for the Challenge. Stay for the Experience. At Holthouse, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at Holthouse. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve Holthouse is a tax, audit, advisory, and business management firm and one of the largest accounting firms in the country. Ranked in the top 30 nationally and the largest based in Los Angeles, Holthouse brings the scale and depth of a national firm together with a high-touch, shareholder-led client experience. Since 1991, we have served high-net-worth individuals and families, middle-market companies, private equity firms and their portfolio companies across complex financial, tax and business matters. Our teams combine deep technical expertise, specialized knowledge and sharp judgment with direct access, responsiveness and collaboration - giving clients the right expertise and a clear path forward when it matters most. The firm’s national and global reach is extended by its affiliation with Moore North America, Inc. (MNA) and Moore Global Network Limited, an independent and global accountancy and business advisory network of CPA and financial services firms located throughout the United States and around the globe. Visit hcvt.com to learn more. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at Holthouse. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.  Hybrid Work Holthouse currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. HCVT’s Advisory Services team provides valuation opinions for a variety of purposes, including tax compliance, financial (GAAP) reporting, transaction opinions, and buy-sell agreements. In addition, our advisory services assist clients in the M&A process, including evaluating and/or preparing offers, negotiating the financial aspects of a term sheet, and evaluating potential synergies. We combine our accounting and finance acumen with sophisticated valuation methodologies and analyses.   As an M&A Advisory Intern, you will be responsible for the following: • Support Advisory engagement teams on mergers and acquisitions, valuation, and strategic finance projects for middle-market and growth-oriented clients. • Assist with buy-side and sell-side transaction engagements, including financial analysis, evaluating offers, analyzing deal structures, and supporting execution from letter of intent through close. • Build and analyze financial models and transaction analyses, including historical performance, projections, scenario analysis, and modeling related to revenue, EBITDA, and cash flow. • Perform company and industry research, analyze financial statements, and develop comparable company and precedent transaction analyses used in transaction and valuation engagements. • Assist in preparing client-ready deliverables such as financial analyses, valuation materials, presentations, and reports that support transaction decision-making. • Support strategic finance and FP&A initiatives including forecasting, budgeting, and operational or profitability analysis used by management teams. • Support business development initiatives including prospect research, market and industry analysis, and preparation of pitch materials for prospective clients. • Collaborate with professionals across Advisory, Tax, and other service lines while participating in firm training, mentorship, and internship programming and receiving ongoing coaching from an assigned buddy and performance manager. To be successful, these are the skills, qualities and experience you will need: • Progress toward a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Engineering, or a related field, with an expected graduation date by July 2028 • A minimum GPA of 3.0, with strong performance in quantitative and analytical coursework • A solid understanding of accounting principles and corporate finance fundamentals • Strong analytical and critical-thinking skills, with a high level of attention to detail • Advanced Excel proficiency: prior exposure to financial modeling is preferred • Experience with data analytics or programming tools (Power BI, SQL, Python, R, etc.) is a plus but not required • Clear, professional written and verbal communication skills • Sound judgment, intellectual curiosity, and the ability to synthesize complex information • The ability to manage multiple priorities and meet deadlines in a fast-paced, client-driven environment • A willingness to receive feedback, learn quickly, and take ownership of assigned work • A positive, collaborative mindset with a strong work ethic How to Apply: • Submit an application on Lever - https://jobs.lever.co/hcvt • Required documents – Resume, Unofficial Transcripts *Note – HCVT is unable to sponsor the work authorization of candidates.

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