M&A Manager leading client delivery projects related to business transaction lifecycle on both buy and sell sides. Collaborating closely with private equity and corporate buyers to validate deal thesis and operational strategies.
Responsibilities
Lead and manage client delivery projects related to integration and separation activities to support clients in the business transaction lifecycle on both buy and sell side.
Lead client strategy workshops for private equity and corporate buyers to validate deal thesis, investment objectives , and hold time objectives , so that activities support client goals.
Structure engagements with the correct approach and staffing for pre-close planning, post- close execution, and day-1 operational support.
Engage subject matter professionals to meet specialist requirements.
Provide management advice to our clients on all functional areas of the business based on the scope of the engagement, industry, and complexity of the transaction.
Demonstrate a thorough understanding of TSA evaluation in the pre-close planning phase to identify the deal perimeter and where the gaps will appear when executing the transaction.
Identify what needs to be covered under TSA or reverse TSA support, evaluate pricing and structure services, and provide planning to close the gaps with new services, systems, people, processes, or contracts to meet operational needs.
Identify stranded costs for the sell side and manage the exit process for the client to preserve and enhance value.
Demonstrate a thorough understanding of Synergy assessment in the pre-close planning phase and synergy management to realization in the post-close phase of the engagement to support full value capture and enhancement through value engineering, cost management, and opportunistic wins.
Work closely with internal sales and service teams and business developers to support the sales cycle and manage the engagements in a profitable and businesslike manner.
Requirements
Bachelor's degree in business, finance and accounting, or technology
Over 5 years of related work experience supporting clients with pre- and post-close transaction support
Over 7 years of experience providing technical advice across all functions of business and execution in complex engagements
Broad expertise including working knowledge of private equity and lower, middle, and upper market businesses, both privately held and publicly traded.
Experience across a range of industries is highly desired, industry alignment to PE would be a plus but must be conversant in a range of business operational models
Strong demonstrable skills in process and operating model development to support current and future state business operations
Strong writing, research, and analytical skills
Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
Transportation Regional Manager overseeing transportation projects and team development in Oregon offices. Engaging in procurement and client relationships to ensure project profitability.
Manager for Data & Analytics overseeing data collection and analysis at global payments company. Driving strategic initiatives and collaborating with cross - functional teams to deliver insights.
Treasury Manager leading treasury strategy at tesa for Latin America. Overseeing liquidity, governance, and financial efficiency to create business value.
Leading sales as a Commercial Manager at LAW Soluções Financeiras S/A focused on FIDC segment. Responsible for client acquisition, contract negotiation, and market oversight.
Manager leading sales team and developing financial strategies for FIDC in Brazil. Responsible for client relationships, contract negotiations, and market analysis.
Gerente Comercial managing FIDC sales and developing client strategies in Mato Grosso at LAW Soluções Financeiras. Leading sales team and overseeing market opportunities.
Gerente Comercial responsible for leading sales team and developing commercial strategies for FIDC segment. Focusing on client acquisition and market sales management.