Senior Manager, Mergers & Acquisitions (merger and carve-out)

Our Mergers and Acquisitions Practice (M&A) is seeking a Senior Manager to join our rapidly growing Merger & Carveout Services (MCS) team. This leadership role will advise Private Equity and Corporate clients across all industries specific to mergers and divestiture / carve-out transactions with both an IT and cross-functional lens. Areas of focus for IT would include domain knowledge in business applications infrastructure cybersecurity and IT organization. Cross-functional areas of focus include HR Finance & Accounting Sales & Marketing and Operations.

In this dynamic role you will lead engagements through complex M&A transactions from initial strategy and due diligence to integration/separation and post-deal activities including buy-side and sell-side engagements mergers integrations and divestitures. This role demands executive presence strong business acumen financial acumen technical domain knowledge and the ability to align client investment objectives with actionable recommendations.

Senior Managers in our Mergers & Acquisitions practice have these primary responsibilities:

Client Delivery

• Lead high-complexity engagements across the transaction lifecycle including due diligence pre-close planning and post-close integration and carve-out execution.
• Provide strategic advisory to C-level stakeholders by delivering concise executive-ready insights.
• Ensure project milestones are met through rigorous project management and quality assurance.
• Guide the development of templates frameworks and deliverables ensuring a high standard of quality and relevance.

Program/Project Management

• Lead Technology workstream planning / execution projects or overall program management office (e.g. IMO SMO) overseeing all functions.
• Proactively identify and mitigate risks engage stakeholders and ensure program success.
• Drive program economics including budgeting invoicing and collection processes.
• Manage multiple teams including internal M&A and functional teams internal and external workstreams external buyer/seller teams and external 3^rd parties.
• Facilitate complex steering committees and cross-functional team meetings in conjunction with Partners.
• Oversee the spin-up of project infrastructure including Teams Sites SOWs Data Request Lists and data room reviews.

Practice Development

• Develop and refine methodologies for M&A services including due diligence planning and carve-outs.
• Serve as a Career Advisor Mentor and coach to consultants fostering a culture of growth and excellence.
• Play an active role in recruiting top-tier talent and contributing to the onboarding process.

Business Development

• Drive business development efforts by identifying opportunities developing SOWs and pricing models and drafting and presenting proposals tailored to client needs.
• Build and nurture relationships with private equity and corporate clients identifying selling an delivering upsell and cross-sell opportunities.
• Represent the firm at M&A industry events and build a robust professional network.
• Collaborate across practices to scope propose and deliver comprehensive solutions aligned with client objectives
• Proven success achieving in-market revenue expectations.

Functional/Domain Expertise

• Lead complex diligence activities including TSA scoping negotiations and pricing one-time and run-rate financial modeling and standalone cost synergies stranded cost analysis.
• Provide oversight across multiple workstreams ensuring alignment with client investment theses.

• Maintain deep expertise in IT systems financial processes and operational domains recognizing and delivering on what good looks like.

Core Competencies

• Analytics & Tools: Guide teams in leveraging tools like CapIQ PitchBook SaaS based PM tools Smartsheet PowerBI SaaS based Enterprise Architecture Tools.
• Financial Acumen: Ensure accurate financial assessments from P&L evaluations to growth strategy alignment.
• Communication: Deliver impactful concise insights to stakeholders fostering trust and collaboration.
• Relationship Building: Cultivate an internal and external network to drive engagement and practice growth.

Qualifications:

• 8 years of experience managing complex operational and/or IT projects with significant exposure to M&A transactions.
• Proven ability to deliver high-impact insights and recommendations to C-level executives.
• Experience in specific industries (e.g. Software Healthcare Consumer & Industrial Products Insurance) preferred but not mandatory.
• Strong expertise in financial modeling project management methodologies and business strategy.
• Experience in C&IP HLS software mergers/integrations and/or carve-outs is highly desirable.
• Bachelors degree required; advanced certifications (e.g. LeanIX Practitioner) are a plus.
• Excellent verbal and written communication skills with a track record of managing executive-level relationships.
• Ability to travel up to 50% for client engagements.
• Authorization to work permanently in the United States without sponsorship.
• A commitment to inclusion diversity and openness to new perspectives.