Senior Transaction Advisory Services

At Ubiquity, we live and breathe our mantra: Head, Heart, Hustle. This isn’t just a philosophy—it’s the foundation of who we are and what we do. As a Senior Transaction Advisory Services, you’llu’ll embody this mantra every day, delivering exceptional service with expertise, empathy, and a drive to succeed.

About the role:

Our Senior Associates are deeply involved in all aspects of the M&A process from client development to transaction closing. Senior Associates are responsible for overseeing Associates on project teams and providing senior M&A professionals with support and various deal materials. Senior Associates will handle more complex transactions and will handle communications with clients, which could include running meetings.

What You’ll Do:

Regular duties include (but are not limited to):

• Coordinate and support due diligence engagements
• Draft due diligence (QOE) workbooks, reports, and information memoranda
• Participate meaningfully in all aspects of engagement development and execution
• Develop and present analyses and presentations in client and prospect meetings
• Participate in M&A strategy development discussions
• Mentor and develop staff Associates

Ideal candidates have:

• 3-5 years of experience in transaction advisory services
• Experience working with common ERP and accounting software
• Experience working with or leading the development of QOE reports (Quality of Earnings)

Why Join Us?

Head:Access to career development programs that help you grow professionally and personally.

Heart:Be part of a people-first culture that values your contributions and supports your aspirations.

Hustle:Thrive in a dynamic, fast-paced environment where your hard work and dedication are celebrated.

At Ubiquity, we’re more than a workplace—we’re a community that’s invested in your success. If you’re ready to make an impact and grow with us, apply now and experience how we bring Head, Heart, and Hustle to life every day.