Manager, Mergers & Acquisitions Merger & Carve‑Out Services

Our Mergers and Acquisitions Practice (M&A) is seeking a Manager to join our rapidly growing Merger & Carveout Services (MCS) team. This role will advise Private Equity and Corporate clients across industries on mergers and divestiture/carve-out transactions with both an IT and cross-functional lens. Areas of focus for IT 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 manage 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 requires strong business acumen, technical expertise, and the ability to deliver actionable recommendations aligned with client objectives.

Primary Responsibilities

• Client Delivery: • Manage engagements across the transaction lifecycle, including due diligence, pre-close planning, and post-close integration and carve-out execution. • Deliver insights and recommendations to senior stakeholders through concise, executive-ready deliverables. • Ensure project milestones are met through effective project management and quality assurance. • Contribute to the development of templates, frameworks, and deliverables to ensure consistency and quality.

• Program/Project Management: • Manage Technology workstream planning/execution or program management office (e.g., IMO, SMO) overseeing multiple functions. • Identify and mitigate risks, engage stakeholders, and ensure program success. • Drive program economics, including budgeting and invoicing processes. • Coordinate teams across internal M&A functions, external buyer/seller teams, and third-party vendors. • Facilitate steering committees and cross-functional team meetings in collaboration with senior leaders.

Practice Development

• Support the development of methodologies for M&A services, including due diligence, planning, and carve-outs.
• Mentor and coach junior team members, fostering a culture of growth and collaboration.
• Participate in recruiting efforts and assist with onboarding new team members.

Business Development

• Contribute to business development efforts by supporting proposal creation and pricing models tailored to client needs.
• Build relationships with private equity and corporate clients to identify opportunities for upselling and cross-selling.
• Collaborate across practices to scope and deliver solutions aligned with client objectives.

Functional/Domain Expertise

• Support diligence activities, including TSA scoping, negotiations, and pricing, one-time and run-rate financial modeling, and standalone cost analysis.
• Provide oversight across workstreams to ensure alignment with client investment theses.
• Maintain expertise in IT systems, financial processes, and operational domains.

Core Competencies

• Analytics & Tools: Leverage tools such as CapIQ, PitchBook, Smartsheet, PowerBI, and enterprise architecture tools.
• Financial Acumen: Conduct financial assessments, including P&L evaluations and cost modeling.
• Communication: Deliver clear, impactful insights to stakeholders, fostering collaboration and trust.
• Relationship Building: Build strong relationships internally and externally to drive engagement and project success.

Qualifications

• 5-7 years of experience managing operational and/or IT projects, with exposure to M&A transactions.
• Experience delivering insights and recommendations to senior stakeholders.
• Industry experience (e.g., Software, Healthcare, Consumer & Industrial Products, Insurance) preferred but not mandatory.
• Expertise in financial modeling, project management methodologies, and business strategy.
• Strong verbal and written communication skills, with a track record of managing senior-level relationships.
• Ability to travel up to 50% for client engagements.
• Bachelor's degree required; advanced certifications (e.g., LeanIX Practitioner) are a plus.
• Authorization to work permanently in the United States without sponsorship.
• Commitment to inclusion, diversity, and openness to new perspectives.