Transaction Support Associate

Transaction Support Associate - $80,000 to $85,000 – Tampa, FL

Are you ready to use your middle market M&A experience to help business owners prepare for major transactions? Can you turn complex financial data into clear insight, sound advice, and strong client relationships?

The role

Benchmark International is looking for a Transaction Support Associate to join our Middle Market Team in Tampa, Florida. This is a full-time, in-office role supporting clients as they prepare to enter the mergers and acquisitions market.

You will review sensitive client data, analyze financial and corporate documents, identify risks, support valuations, and help set clear client expectations.

Note: This role is not remote or hybrid, and professional business attire is required. Benchmark International cannot sponsor work visas.

Key Responsibilities

• Build and maintain strong client relationships.
• Gather and review business, financial, and operational information.
• Prepare and update marketing materials, financial statements, and business intelligence reports.
• Analyze historical, current, and forecast financial performance.
• Support deal analysis, working capital analysis, and valuation matters.
• Contact prospective buyers and keep client materials current.
• Maintain accurate client records in the CRM system.
• Support team goals while following company policies and procedures.

About our company

Benchmark International is a global mergers and acquisitions firm focused on helping business owners grow or exit their companies. We are known for our sell-side M&A expertise, global reach, award-winning process, and technology-driven approach.

Our teams represent clients across a wide range of industries and work closely together to deliver high-quality service.

The Benefits

• Base salary of $80,000 to $85,000.
• Deal commission bonus of 1.00% of closed deal fees.
• End-of-year bonus of up to 10% of base salary, based on team target achievement.
• On-target earnings of $293,500.
• Paid time off, standard holidays, birthday holidays, and community service days.
• Medical, dental, vision, and AD&D insurance.
• 401(k) with company match.
• FSA, HSA, and dependent care assistance accounts.

The person

You will need at least 2 years of middle market investment banking experience, ideally in M&A or industry coverage such as industrials, business services, consumer, or tech.

You should also have:

• Strong financial modeling, financial analysis, and Excel skills.
• Excellent writing, presentation, math, and communication skills.
• Strong organization and prioritization skills.
• A bachelor’s or advanced degree in Finance, Marketing, Accounting, or relevant experience.
• A valid driver’s license.
• Ability to obtain a Florida real estate sales associate license within 90 days.
• Availability for occasional travel.
• No personal history of SEC, FINRA, or state securities enforcement actions.

What’s next

Apply today and bring your M&A experience to a growing team where your work will help shape successful client outcomes.