Financial Analyst

Financial Analyst

Xite is a leading healthcare M&A advisory and practice brokerage firm specializing in sell-side representation for high-performing dental, medical, plastic surgery, urgent care, ER, and related healthcare practices. With a deep understanding of private equity, buyer dynamics, and practice-level financial performance, we deliver strategic outcomes for healthcare entrepreneurs nationwide.

We're growing rapidly and seeking a Financial Analyst to join our team in our Richardson, TX headquarters.

Position Overview

As a Financial Analyst at Xite, you will play a critical role in supporting our M&A advisory, practice brokerage, and valuation efforts. You will be responsible for analyzing the financial health of healthcare practices, preparing marketing and diligence materials for buyers and investors, and helping identify trends, risks, and opportunities.

Responsibilities

• Analyze and recast practice financial statements (P&Ls, balance sheets, tax returns, production reports, etc.)
• Develop and maintain valuation models, including EBITDA normalization, pro forma projections, and scenario analyses
• Support the creation of Confidential Information Memoranda (CIMs), teasers, and financial exhibits for deals
• Participate in the due diligence process, managing data rooms and responding to buyer requests
• Conduct market research and benchmark financials against comparable practices and transactions
• Support brokers and managing directors with deal structuring insights, pricing strategies, and negotiation prep
• Track financial performance of deals post-closing for reporting and investor communications