Corporate Development (M&A) Summer Analyst

Job Description:

Vertex Inc, a leader in Tax Technology and global SaaS organization is hiring 2025 Summer Interns for various departments within our Office of Strategy!

As an intern on the Corporate Development Team, you’ll work with a small team and interface with business leaders across the Company to understand the innerworkings of the M&A process and accomplish the following:

• Develop and maintain a working knowledge of relevant industry sectors, including indirect tax and specialty content, e-invoicing, customs and duties, and enabling technologies including monitoring and analyzing relevant transactions that occur in the marketplace.
• Research and analyze industry trends, adjacent markets, competitive landscapes, and market dynamics to evaluate potential growth areas and strategic opportunities.
• Conduct in-depth financial analysis, including valuation, pro forma financial modeling, and scenario analysis, to evaluate potential M&A, divestitures, and investment opportunities.
• Evaluate new markets for Vertex to enter, problems to be solved, and how to enter. This may include competitive analysis, customer needs analysis, and build-buy-partner analysis.
• Prepare and present reports, analyses, and recommendations to leadership.
• Assist in the execution of deals, including project management, preparing presentations, financial analyses, and business cases for potential transactions.
• Support the integration process after successful acquisitions, working to align acquired businesses with the company's overall strategy and operations.
• Collaborate with operational teams to ensure a seamless transition and realization of anticipated synergies.

Additionally, you’ll participate as part of the 2025 Internship Program including Intern New Hire Orientation, speaker series, career planning sessions, team projects, and other events throughout the 12 weeks you’re with us.

Internship Dates: June 9, 2025, to August 27, 2025

Requirements and Characteristics:

• Enrolled in a bachelor’s or master’s degree program through an Accredited University studying Business, Finance, Accounting, or related majors.
• Show a demonstrated interest in one or more of the following areas: Corporate Development, Financial Analysis, New Ventures, and M&A.
• Must be located on the East Coast, and preferably within commuting distance to our King of Prussia, PA headquarters for occasional onsite team collaboration.

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

• The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.