M&A Business Development Analyst

TAG GROUP – M&A ANALYST (LATAM)
TAG Group is seeking an M&A Analyst to support acquisition activities across its portfolio of software companies in Latin America.

JOB DESCRIPTION

This role focuses on sourcing and engaging vertical market software companies, maintaining an acquisition pipeline, and supporting outreach to founders and executives. This position is ideal for early-career finance professionals looking to gain hands-on transaction experience in a fast-growing, entrepreneurial software acquisition environment.

ABOUT TAG SOFTWARE GROUP
TAG Software Group is a team of experienced investors and operators focused on acquiring and growing mission-critical software companies serving SMB, enterprise, and public sector customers. As part of Valsoft Corporation, TAG provides a permanent home for software businesses, prioritizing long-term partnerships and sustainable growth.

INVESTMENT APPROACH
Unlike private equity and venture capital firms, TAG operates as an entrepreneurial acquirer, partnering with existing management teams to enhance and grow software businesses. The company emphasizes long-term value creation and prioritizes the well-being of employees and customers over short-term results.

CULTURE
TAG fosters a collaborative, high-performance culture where people are its greatest asset. The company encourages ambition with humility, continuous growth, and celebrates shared achievements.

As an M&A Business Development Analyst, you will work closely with senior members of the M&A team to support the acquisition pipeline, with a strong focus on market research, deal sourcing, and engaging potential acquisition targets. The role involves identifying and reaching out to vertical software companies, building relationships with founders and industry stakeholders, and helping develop a consistent pipeline of opportunities aligned with the firm’s investment strategy. You will also support opportunity evaluation through financial analysis, preparation of investment materials, and coordination of due diligence and transaction processes. This position requires strong commercial curiosity, proactive outreach skills, analytical thinking, and the ability to operate effectively in a fast-paced, entrepreneurial environment.

KEY RESPONSIBILITIES

• Identify and engage vertical market software companies and potential acquisition opportunities aligned with the company’s investment strategy.
• Execute proactive multi-channel outreach campaigns to engage founders and executives.
• Help maintain a consistent pipeline of potential acquisition targets.
• Conduct industry mapping, monitor market developments, competitor activity, and transaction trends to inform sourcing priorities.
• Prepare investment memos, management presentations, and supporting materials for leadership review.
• Build and maintain financial models including DCF, trading comparables, transaction comparables, and scenario analyses.
• Analyze historical financial statements, KPIs, customer metrics, and forecast assumptions.
• Conduct financial, commercial, and operational due diligence on potential acquisitions.
• Track pipeline activity, manage data rooms, and monitor transaction timelines.
• Maintain CRM data and internal acquisition tracking tools to support pipeline management.
• Contribute to process improvements, documentation, and best practices within the M&A function.

REQUIRED / MINIMUM QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• 2–3 years of experience in Investment Banking, Corporate Finance, M&A, Private Equity, Consulting, or a similar analytical role
• High proficiency in Microsoft Excel and PowerPoint
• Strong financial analysis, modeling, and valuation skills is a plus
• Ability to perform effectively in a fast-paced, entrepreneurial environment
• Excellent attention to detail and ability to manage multiple priorities simultaneously
• Intellectual curiosity about vertical market software businesses and long-term investing
• Strong written and verbal communication skills in English and Portuguese; Spanish is a strong plus
• Strong commercial mindset and interest in understanding how software businesses operate and grow

ADDITIONAL / PREFERRED QUALIFICATIONS

• Hands-on experience with financial modeling, including DCF, comparables, and sensitivity analysis
• Familiarity with CRM platforms (e.g., Salesforce)
• Understanding of SaaS metrics and software-focused due diligence processes
• Experience conducting market research and competitive analysis
• Strong problem-solving, critical thinking, and analytical capabilities
• Interest in long-term career development within M&A, corporate development, or strategic finance
• Commercial curiosity and interest in understanding how software businesses operate and grow