• Execute on M&A and strategic transaction processes, including target evaluation, diligence coordination, valuation, and deal structuring. • Build and own detailed financial models (3-statement, cash flow, LBO-style, accretion/dilution, and scenario analyses) to evaluate potential transactions. • Support deal negotiations by analyzing terms, sensitivities, and value drivers. • Coordinate cross-functional diligence efforts across finance, legal, product, operations, and technology. • Develop high-quality, defensible valuation analyses and underwriting materials. • Assess synergies, risks, and integration considerations and translate them into actionable insights. • Perform market sizing, competitive analysis, and benchmarking to support investment theses. • Stress-test assumptions and clearly articulate key risks and upside scenarios. • Create clear, compelling PowerPoint presentations for executive leadership and Board-level discussions. • Translate complex financial and strategic analyses into concise narratives and recommendations. • Prepare investment memos, diligence summaries, and post-close performance tracking materials. • Support the identification and prioritization of acquisition, partnership, and build-vs-buy opportunities. • Conduct industry, market, and competitive research within healthcare, wellness, and technology-enabled services. • Track relevant market trends, regulatory developments, and capital markets activity. • Partner with internal stakeholders to support integration planning and execution. • Help track synergy realization and post-acquisition performance versus underwriting cases.