• About Caswell Advisory Group (CAG)

CAG provides sell-side advisory services to client businesses throughout the Northeast, specializing in transactions valued between $5 million and $15 million. We stand out from other M&A firms, investment bankers and business brokers in several ways, including our small team approach to each assignment, our tailored marketing methodology for each client, our ability to reach a broader audience of business buyers, and our high success rate.

• Position Overview

CAG is seeking a part-time Financial Analyst to work as an independent contractor in support of the firm’s sell-side advisory services. This role is ideal for an analytical and detail-oriented professional with a strong understanding of financial statements, valuation methodologies, and company and market research, that prefers to work primarily remotely and  seeks schedule flexibility. The Financial Analyst will play a key role in assessing the financial health of client businesses, preparing marketing materials, and supporting transaction execution.