senior manager mergers & acquisitions

Debevoise & Plimpton LLP

<div><b>Corporate Transactions Manager &ndash; mergers and acquisitions</b><br>
<b><i>Legal Support Services
</i></b><br>
<br>
Debevoise &amp; Plimpton LLP is a premier law firm with market-leading practices, a global perspective and strong New York roots. Our clients look to us to bring a distinctively high degree of quality, intensity and creativity to resolve legal challenges effectively and cost efficiently. We believe in hiring talented and dedicated individuals as members of our administrative community. We draw on the strength of our culture and structure to deliver the best of our firm to our lawyers and clients through true collaboration.
<br>
<br>
The firm seeks a full time<b> Corporate Transactions Manager</b> with experience in M&amp;A to become an integral member of the firm&rsquo;s highly ranked international Mergers and Acquisitions practice.<br>
<br>
<b>RESPONSIBILITIES INCLUDE but are not limited to:</b>
<ul><li>Taking a <b>team-focused</b> and <b>collaborative</b> approach to:
<ul><li>Supporting attorneys advising M&amp;A clients in connection with some of the world&rsquo;s most complex transactions</li>
<li>Communicating with clients, lawyers, corporate service companies and government agencies on a regular basis</li>
<li>Developing practice area expertise<b>,</b> assisting with business development efforts and contributing to general and practice specific trainings including facilitating the use of AI programs</li>
<li>Developing professional relationships with clients</li>
</ul></li><li>Working in a <b>detail-oriented</b> and <b>organized</b> manner to:
<ul><li>Prepare, revise and maintain transaction documents, working group lists, workstream trackers and closing checklists</li>
<li>Perform diligence reviews and maintain virtual data rooms (VDR)</li>
<li>Ensure compliance with M&amp;A deal procedures and client specific requirements</li>
<li>Create signature pages and arrange for execution, including via DocuSign</li>
<li>Form, dissolve and maintain legal entities</li>
<li>Notarize documents and coordinate Apostille process with Managing Attorney&rsquo;s Office</li>
<li>Produce signing and closing sets and coordinate with legal team</li>
</ul></li></ul><br>
<b>REQUIREMENTS:</b>
<ul><li>Minimum five years of related experience in a legal environment</li>
<li>Excellent interpersonal skills, enabling successful and professional communication with clients, attorneys and staff
</li><li>Team-oriented mindset as well as the ability to take ownership of professional responsibilities and meet deadlines with minimal oversight and direction
</li><li>Strong attention to detail and excellent organizational skills
</li><li>Ability to prioritize and complete multiple tasks under time constraints
</li><li>Available to work overtime as necessary to fulfill client and legal team requests</li>
<li>Proficiency with Microsoft Office applications, with emphasis on Excel</li>
<li>Bachelor&rsquo;s degree from an accredited school</li>
</ul>
<br>
<b>TO APPLY:</b><br>
Please send a cover letter or email that mentions where you saw this posting and a resume to:
<br>
<b>LSSRecruiting@debevoise.com</b><br>
<br>
Debevoise &amp; Plimpton LLP is an equal opportunity employer. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other legally protected category in accordance with U.S. law.<br>
XJ6</div>

Corporate Transactions Manager - Mergers and Acquisitions

Ooredoo Group of Companies

<div>Our business landscape<p><br>
We're an award-winning global communications company operating in nine countries across the Middle East, North Africa, and Southeast Asia. Our strategy is to become the region's leading digital infrastructure provider. Ooredoo Group's strategic vision is guided by five key pillars:</p><ul><li><p><b>
Value-Focused Portfolio:</b> Boosting asset returns by focusing on telco operations, towers, data centres, the sea cable business and fintech.</p></li><li><p><b>
Strengthen the Core:</b> Optimally using deployed capital and maintain an appropriate cost structure.</p></li><li><p><b>
Evolve the Core:</b> Monetising opportunities to generate new revenue streams via programmes focusing on analytics, digitalisation of operations, and partnerships with digital service providers.</p></li><li><p><b>
People:</b> Building an engaged and empowered workforce through integrated learning programs and coaching and mentoring.</p></li><li><p><b>
Excellence in Customer Experience:</b> Creating superior customer experiences.</p></li></ul><p>
From day one, every employee who joins our team becomes an integral part of our success journey. We offer you the chance to enhance your skills, advance your career, and maintain a healthy work-life balance. Empowering you to catapult your personal and professional growth. If you're looking to challenge your growth potential, Ooredoo is the employer for you.</p>
Job overview<ul><li><p><br>
Main purpose of this role is to lead M&amp;A projects or work streams, develop and prepare business models , valuation analysis, and recommendations for the purpose of M&amp;A transactions</p></li><li><p>
Supports the full lifecycle of mergers, acquisitions, divestitures, joint ventures</p></li><li><p>
This role involves financial analysis, valuation, due diligence, deal structuring, and integration planning.</p></li><li><p>
The role holder acts as an extension of the project owner, ensuring content leadership, rigorous execution, and end‑to‑end delivery across multiple workstreams.</p></li></ul>
Your impact on our goals<ul><li><p><br>
Supports the full lifecycle of mergers, acquisitions, divestitures, joint ventures,</p></li><li><p>
This role involves financial analysis, valuation, due diligence, deal structuring, and integration planning.</p></li><li><p>
Works closely with Strategy, Finance, and Legal teams to assess opportunities, execute transactions, and ensure alignment with the organization's strategic objectives.</p></li><li><p>
The deal size and hence decision impact for Ooredoo can vary from below 50 Million USD to multiple billion USD transactions.</p></li><li><p>
Transaction types can vary from JV, Carve outs buy side and sell side</p></li></ul><p><b>
Deal Sourcing &amp; Evaluation</b></p><ul><li><p>
Identify and evaluate potential acquisition or divestment opportunities aligned with strategic priorities.</p></li><li><p>
 Conduct market, competitor, and sector research to support deal origination.</p></li><li><p>
 Maintain relationships with investment banks, advisors, and industry contacts.</p></li></ul><p><b>
Financial Analysis &amp; Valuation</b></p><ul><li><p>
Develop detailed financial models to assess valuation, synergies, and returns (DCF, precedent transactions, comparable companies, , etc.).</p></li><li><p>
 Build and Support scenario analyses, sensitivities, and value creation modeling.</p></li><li><p>
 Prepare and review investment cases and presentations for senior management and board approval.</p></li></ul><p><b>
Due Diligence &amp; Execution</b></p><ul><li><p>
Coordinate internal and external due diligence (financial, legal, tax, commercial, operational).</p></li><li><p>
Collaborate with advisors, consultants, and internal experts to identify and mitigate risks.</p></li><li><p>
Assist in drafting term sheets, letters of intent, and transaction documentation.</p></li><li><p>
Provide commercial input for SPA</p></li><li><p>
Support negotiation of key deal terms and closing conditions.</p></li></ul><p><b>
Integration &amp; Post-Deal Support</b></p><ul><li><p>
Work with cross-functional teams to ensure smooth post-merger integration.</p></li><li><p>
Track performance of acquired entities against the business case and synergy targets.</p></li><li><p>
 Support divestment or restructuring</p></li><li><p>
Manage specific M&amp;A transactions or work streams in M&amp;A transactions</p></li></ul><p><b>
Executive Communication &amp; Stakeholder Engagement</b></p><ul><li><p>
Prepare executive-level presentations, Board papers, and investor communications related to strategic projects .</p></li><li><p>
Communicate complex strategic topics succinctly to senior executives, shareholders, and external partners.</p></li><li><p>
Represent the department in cross-organizational discussions with senior management and external stakeholders.</p></li><li><p>
Key member of M&amp;A team and will be involved with the Board approval process. Supports the overall recommendation to Group Management Committee, the Investment Sub Committee, the Executive Committee and the Board on business development opportunities.</p></li><li><p>
Responsible for the business planning element of Ooredoo's business development projects. These are high intensity and extremely complex processes working to compressed time frames in a competitive environment with clear performance outcomes.</p></li></ul>
Experience<p><b><br>
Experience</b></p><ul><li><p>
15 years' experience directly related to the duties and responsibilities specified</p></li><li><p>
Experience in multiple M&amp;A or transaction related projects in the past with experience and knowledge of valuations, deal financial structuring and supporting price negotiations.</p></li><li><p>
Business planning experience and knowledge critical with strong foundation in valuation techniques including DCF, comparable based models, private vs. public valuations, IPOs and private equity analyses.</p></li><li><p>
Deep expertise in business valuation for public and private business</p></li><li><p>
Strong knowledge of telecom market developments, financials and industry trends including wireless technologies, wireline technologies and infrastructure assets.</p></li><li><p>
Able to synthesize business modelling and telecom industry knowledge to create financial models together with recommendations and succinct, clear summary presentations to key decision makers in Ooredoo.</p></li><li><p>
Experience running end to end M&amp;A processes</p></li></ul></div>

Associate Director, M&A Projects

West Monroe

<div><div><p><b>Are you ready to make an impact?</b></p></div><p></p><div>
<p>
Our expert and award-winning Mergers &amp; Acquisitions (M&amp;A) practice seeks a Senior Consultant to join our rapidly growing Sell-Side Advisory (SSA) team. WM SSA consultants specialize in exit readiness, advising companies on the strategic and operational factors that can impact a potential recapitalization, financing, or exit to a strategic or financial buyer.</p>
<p>
WM&rsquo;s model leverages the insights of experienced entrepreneurs, seasoned operators, and veteran deals professionals to proactively identify and act on both risk and opportunity, empowering management with precise coaching, and collaborating with investment banks to refine narratives around technology and operations.</p>
<p>
In this dynamic role, you will work with our national M&amp;A practice, primarily serving portfolio companies of venture capital and private equity firms. As a Senior Consultant, you will play a critical role in the delivery of operational and technology assessments in a due diligence context and support exit readiness exercises for portfolio company leadership and their investors.</p>
<p>
You will be an integral part of our team, contributing to project execution and supporting the entrepreneurial process of growing a rapidly expanding offering.</p>
<p><b>
s what you&rsquo;ll be doing:</b></p>
<ul>
<li>Coordinate Transaction Services teams serving clients across industries with specific capabilities in mergers &amp; acquisitions</li>
</ul><ul><li>Collaborate with stakeholders involved in a sell-side process, including other advisors, investment banks, private equity or corporate owners, and C-level client executives</li>
</ul><ul><li>Deliver sell-side due diligence projects focused on operational and technology strategy, organizational structures/operating models, and current state business processes and supporting technology</li>
</ul><ul><li>Enhance methodologies for client delivery and practice innovation, and identify opportunities for internal efficiency gains through AI</li>
</ul><ul><li>Support business development through prospect research and creation of sales collateral</li>
</ul>
<p><b>s what you&rsquo;ll need to bring to the table:</b></p>
<ul>
<li>Bachelor's degree or equivalent experience required</li>
</ul><ul><li>Excellent critical thinking, oral and written communication skills</li>
</ul><ul><li>2-4 years working in roles that emphasize strategy, technology, and/or operations in a team-based, cross-functional environment</li>
</ul><ul><li>1-2 years of experience in investment banking, corporate development/strategy, entrepreneurship, if you do not have a consulting or M&amp;A background</li>
</ul><ul><li>Strong project management background (e.g., schedule/scope/issue management)</li>
</ul><ul><li>Consulting firm experience a plus, but not required</li>
</ul><ul><li>Entrepreneurial or corporate venture development experience a plus, but not required</li>
</ul><ul><li>Financial modeling skills a plus, but not required</li>
</ul><ul><li>Bias to action and comfort bringing structure to ambiguity</li>
</ul><ul><li>Willingness to learn and develop new skillsets</li>
</ul><ul><li>Candidates must be eligible to work permanently in the United States without sponsorship</li>
</ul><ul><li>Ability to travel up to 50%</li>
<li>A commitment to inclusion and diversity, and openness to new ideas and perspectives</li>
</ul></div><div><div><div><div><p>
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.<br>
<br>
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company&rsquo;s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.</p></div></div><p>
Seattle or Washington, D.C.</p><p>
$124,100 - $146,000 USD</p></div><div><p>
Los Angeles</p><p>
$130,000 - $152,900 USD</p></div><div><p>
New York City or San Francisco</p><p>
$135,900 - $159,900 USD</p></div><div><p>
A location not listed above</p><p>
$118,200 - $139,000 USD</p></div></div><p></p><div><br>
<h3 class="jobSectionHeader"><b>
Other consultancies talk at you.</b><br>
<b>At West Monroe, we work with you.</b></h3>
<p>
We&rsquo;re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.</p>
<p>
The combination of business and technology is not new, but how we bring them together is unique. We&rsquo;re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.</p>
<p>
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what&rsquo;s next.</p>
<p>
You&rsquo;ll feel the difference in how we work. We show up personally. We&rsquo;re right tin the room with you, co-creating through the challenges. With West Monroe, collaboration isn&rsquo;t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.</p><br>
<p></p>
<p><b>
West Monroe</b><b> </b><b>is an Equal Employment Opportunity Employer</b><br>
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.</p>
<p>
Please review our current policy regarding use of generative artificial intelligence during the application process.</p>
<p>
If you are based in California, we encourage you to read West Monroe&rsquo;s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA)</p></div></div>

Senior Consultant, Mergers & Acquisitions (exit readiness)

AtkinsRéalis

<div><h2 class="jobSectionHeader"><b>Overview</b></h2><p>
The Senior Analyst, HR Mergers &amp; Acquisitions will provide structured analytical support, coordination and insight across people-related workstreams during transactions. The role strengthens the quality, pace and governance of diligence and integration activities, ensuring people risks, workforce considerations and organisational impacts are surfaced early, assessed clearly and translated into decisive actions.</p><p>
The role reports to the Senior Director, Total Reward, partnering closely with HR, M&amp;A, Finance, Legal and business leaders, supporting deal execution with high‑quality analysis, tracking and communication.</p><h2 class="jobSectionHeader"><b>
Your role</b></h2><p>
People Due Diligence and Analysis:</p><ul><li>
Lead the coordination of HR due‑diligence inputs, managing information requests, reviewing and synthesising data across HR, business and functional experts.</li><li>
Support with the analysis of workforce, organisational structure, compensation and benefits data to identify people-related risks, integration implications and operational considerations.</li><li>
Produce clear, succinct diligence summaries and contribute inputs to deal materials prepared for senior stakeholders.</li><li>
Assess organisational impacts, workforce alignment, cultural considerations and potential integration barriers.</li></ul><p>
Cross‑Functional Coordination and Governance:</p><ul><li>
Operate as a structured, reliable point of coordination across HR, M&amp;A and functional teams during diligence and integration.</li><li>
Maintain accurate trackers, project documentation and executive-ready updates that support confident decision‑making.</li><li>
Uphold confidentiality and compliance requirements for all sensitive HR and transaction data.</li></ul><p>
Integration Planning and Delivery:</p><ul><li>
Support the design and tracking of post‑close HR integration plans, ensuring milestones, decisions and dependencies across HR, Finance, IT and business teams are captured and delivered on time.</li><li>
Monitor issues, risks and actions, ensuring early escalation and consistent governance.</li><li>
Enable smooth information flow across internal teams and external advisors by maintaining disciplined processes, documentation and status reporting.</li></ul><p>
Insight, Positioning and Communication:</p><ul><li>
Translate complex people-related data and qualitative inputs into clear, actionable insights for senior stakeholders.</li><li>
Prepare well‑structured materials, including briefing notes, summaries, dashboards and talking points for HR and deal leadership.</li><li>
Contribute to working sessions by bringing analytical rigour, clarity and strong framing of key questions and implications.</li></ul><h2 class="jobSectionHeader"><b>
About you</b></h2><p>
Essential:</p><ul><li>
Strong analytical capability with experience working with HR, workforce or operational data.</li><li>
Proven ability to manage multiple workstreams with discipline, accuracy and pace.<br>
Clear, concise written communication and the ability to synthesise information for senior audiences.</li><li>
Experience supporting cross‑functional projects in ambiguous, fast‑moving environments.</li><li>
High attention to detail and a structured approach to problem‑solving.</li></ul><p>
Desirable:</p><ul><li>
Exposure to M&amp;A, due diligence, integration, organisational design, Total Reward or HR Systems and/or Operations.</li><li>
Experience operating within project governance frameworks.</li><li>
Comfort working with stakeholders across HR, Finance, Legal, IT and business leadership.</li></ul><h2 class="jobSectionHeader"><b>
Reward &amp; benefits</b></h2><p>
Explore the rewards and benefits that help you thrive &ndash; at every stage of your life and your career.</p><p>
This includes:</p><ul><li>
Comprehensive life insurance coverage.</li><li>
Premium medical insurance for you and your dependents.</li><li>
Generous annual leave balance.</li><li>
Flexible and hybrid work solutions.</li><li>
Remote work opportunities outside of country.</li><li>
Company gratuity scheme.</li><li>
Discretionary bonus program.</li><li>
Relocation assistance.</li><li>
Employee Wellbeing Program: 24/7 access to specialists in finance, legal matters, family care, personal health, fitness, and nutrition.</li></ul><p>
Seize every opportunity to sharpen your skills, expand your expertise, and be recognized for the impact you make.</p><h2 class="jobSectionHeader"><b>
About AtkinsR&eacute;alis</b></h2><p>
We're AtkinsR&eacute;alis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people.</p></div><p></p>

Senior HR Analyst, M&A

Stott and May

<div>
 <p>
  <strong>
   Stott &amp; May is representing an Artificial Intelligence (Legal) Startup in New York
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are seeking a talented attorney with a proven track record of excellence in the Mergers &amp; Acquisitions space to join a Unicorn (&gt;$1bn Val.) that has experienced over 400% growth in 2025 and to lead engagements with clients, including some of the world's best-known tech companies, law firms, and funds.
 </p>
 <p>
  <br/>
 </p>
 <p>
  You will be moving into a product &amp; customer-centric role, taking the lead in developing use cases/applications for AI, as well as products from ideation through to implementation. In time, as one of the first hires in the M&amp;A vertical, there will be multiple different avenues for you to explore as you grow in the tech world, including building a team of attorneys to further develop the product and growth within your specialism, or moving toward a full-time product/innovation role, or even transitioning into strategy, or business focused roles.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Role
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Sitting at the intersection of law and technology. This is perfect for high-performing attorneys eager to apply their legal knowledge in a practical role that is closer to the product, and will lead the industry in minimizing the administrative, operational tasks lawyers are tasked with each day, that take them away from adding value.
 </p>
 <p>
  <br/>
 </p>
 <p>
  You will work closely with Managing Partner, General Counsel, and Chief Information/Innovation Officer-level clients, guiding and advising them on the strategy and best practices with respect to leveraging artificial intelligence to deliver solutions and business outcomes for their organization.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Your day-to-day will include:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Acting as a legal subject matter expert on the workflows of AI-powered legal work, contributing actively to the product development lifecycle.
  </li>
  <li>
   Translating complex legal and business problems into actionable insights and becoming a trusted advisor and authority to clients.
  </li>
  <li>
   Collaborating with cross-functional teams, including AI engineers, product specialists, and client engagement teams, to enhance client experiences and drive platform improvements.
  </li>
  <li>
   Preparing and delivering tailored insights, client presentations, and in-depth analyses of regulatory frameworks.
  </li>
  <li>
   Engaging in strategic initiatives to elevate our brand, crafting metrics-driven content that reinforces our mission and impact.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   You'll be a great fit if:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   A J.D. from a top 25 law school and 3-10 years of experience, in the M&amp;A, or Corporate Law spaces.
  </li>
  <li>
   Extensive knowledge of transactional workflows and the challenges facing lawyers every day
  </li>
  <li>
   A proven background and confidence in dealing with CxO stakeholders
  </li>
  <li>
   A passion for technology and artificial intelligence, with a strong desire to use your experience to bridge the gap between law and technology
  </li>
  <li>
   Outstanding communication and interpersonal skills, with the ability to engage diverse stakeholders.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   A technical background would be helpful, but it is not essential to your application or success in this role; however, a demonstrable passion/curiosity for technology and artificial intelligence is.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   **Please note this is a product-facing position, which will not be formally practising the law**
  </strong>
 </p>
</div>


Senior AI Attorney - M&A

SCA Health

<div>Overview:
<div>
At SCA Health, we believe <b>health care is about people</b> &ndash; the patients we serve, the physicians we support and the teammates who push us forward. Behind every successful facility, procedure or innovation is a team of 15,000+ professionals working together, learning from each other and living out the <b>mission, vision and values</b> that define our organization.</div><div></div><div><br>
As part of Optum, SCA Health is redefining specialty care by developing more accessible, patient-centered practice solutions for a network of more than 370 ambulatory surgical centers, over 400 specialty physician practice clinics and numerous labs and surgical hospitals. Our work spans a broad spectrum of services, all designed to support physicians, health systems and employers in delivering efficient, value-based care to patients without compromising quality or autonomy.</div><div><br>
</div><div><b>What sets SCA Health apart isn&rsquo;t just what we do, it&rsquo;s how we do it</b>. Each decision we make is rooted in <b>seven core values</b>:</div><div></div><ul><li><b><br>
Clinical quality</b></li><li><b>
Integrity</b></li><li><b>
Service excellence</b></li><li><b>
Teamwork</b></li><li><b>
Accountability</b></li><li><b>
Continuous improvement</b></li><li><b>
Inclusion</b></li></ul><div></div><div><br>
Our values aren&rsquo;t empty words &ndash; they inform our attitudes, actions and culture. At SCA Health, your work directly impacts patients, physicians and communities. Here, you&rsquo;ll find opportunities to build your career alongside a team that values your expertise, invests in your success, and shares a common mission to care for patients, serve physicians and improve health care in America.<br>
</div><div></div><div>At SCA Health, we offer a comprehensive benefits package to support your health, well-being, and financial future. Our offerings include medical, dental, and vision coverage, 401k plan with company match, paid time off, life and disability insurance, and more. Please visit, https://careers.sca.health/why-sca, to learn more about our benefits.</div><div></div><div><br>
Your ideas should inspire change. If you join our team, <b>they will</b>.</div>
Accountabilities / Responsibilities:
<p>
Reporting to the Development Director, the Development Analyst is responsible for leading pro forma financial models for SCA&rsquo;s merger, acquisition and de novo activity across the country, and assisting with internal approval memos, external pitch decks, and strategic market research.
</p><ul><li>Analyze financial data to create pro forma financial models for mergers, acquisitions and de novo activity
</li><li>Work with Finance and Operational leaders to confirm key assumptions in the pro forma financial model</li><li>
Assist Development Associate in preparation of executive approval packages by providing financial outputs</li><li>
Assist Development Associate in preparation of external pitch decks and presentations by providing financial outputs and/or research summaries</li><li>
Assist Development Associate in aggregating market data and creating market summaries</li><li>
Learn how a transaction supports the overall strategy of the market and the Company</li><li>
Prepare accurate deal summaries to inform Enterprise resourcing and financial decisions</li><li>
Deliver analyses in a timely manner to meet agreed upon deadlines or raise attention to potential conflicts and challenges with sufficient lead time to address concerns</li><li>
Proactively provides updates to key stakeholders to ensure they are appropriately apprised of project status</li><li>
Positively contribute to team culture</li><li>
Conduct all business matters with the highest degree of integrity and ensure that a culture of compliance is fostered</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s Degree required; Finance, Economics, Business or related field preferred
</li><li>1 &ndash; 2 years of experience in investment banking, accounting, finance, healthcare consulting or related field</li><li>
Ability to independently travel up to 10% as needed</li></ul><div>
This is not a remote position. Position will be aligned with our <b>Birmingham, AL</b> office.</div>
Min: USD $75,000.00/Yr. Max: USD $95,000.00/Yr.</div>

Development Analyst |Mergers & Acquisitions

Wealth Enhancement Group

<div><div>About Wealth Enhancement</div><div></div><div>
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.</div><div></div><div>
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit <div>www.wealthenhancement.com</div>.</div><div></div><div>
We are seeking a Sr. Director of M&amp;A Integration. The position is responsible for leading the Integration Management team and driving continuous improvement of Wealth Enhancement&rsquo;s M&amp;A capability.</div><div></div><div>
In the spirit of pay transparency, we are excited to share the base salary range for this position is $200,000.00 to $215,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We&rsquo;re big on open conversations, so, let&rsquo;s have one.</div><div></div><div>
Primary Job Functions</div><div></div><div>
Team Management &amp; Standards</div><ul><li><div>
Responsible for assigning resources to acquisitions and managing team capacity</div></li><li><div>
Serve as an escalation point for Integration Managers and ensure acquisition related issues are being addressed in a timely manner</div></li><li><div>
Train and coach new and existing Integration Managers</div></li><li><div>
Develop team standards and documentation</div></li></ul><div></div><div>
Relationship Management &amp; Communication</div><ul><li><div>
Build strong working relationships with internal and external partners as well as the leadership team</div></li><li><div>
Solicit feedback from internal departments on M&amp;A to ensure WEG has the right people, processes &amp; technology in place to support objectives</div></li><li><div>
Communicate updates to systems and processes to internal and external partners.</div></li></ul><div></div><div>
Continuous Improvement</div><ul><li><div>
Identify opportunities and drive initiatives to improve WEG Integration processes</div></li><li><div>
Collaborate with WEG departments engaged in M&amp;A to refine existing project plans and establish new procedures where appropriate</div></li><li><div>
Drive adoption of DealRoom (M&amp;A Software) and M&amp;A related processes</div></li><li><div>
Ensure retrospectives are completed after each acquisition and feedback is communicated to key partners</div></li></ul><div></div><div>
Leadership</div><ul><li><div>
Influence strategy for M&amp;A Integration Management and drive successful execution</div></li><li><div>
Manage team to effectively meet functional objectives</div></li><li><div>
Monitor trends in M&amp;A; recommend and implement best practices</div></li><li><div>
Manage departmental spending to budget</div></li><li><div>
Partner with management and Human Resources to hire talent and work through performance management concerns; makes hire and discipline decisions</div></li></ul><div>
Travel Requirement: 10%</div><div></div><div>
Education | Qualifications</div><ul><li><div>
Bachelor's Degree in business; finance, economics, management or related</div></li></ul><ul><li><div>
10+ years of project management and/or relationship management experience</div></li></ul><ul><li><div>
10+ years office experience, preferably within Financial Services or Mergers &amp; Acquisitions</div></li></ul><ul><li><div>
Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible</div></li></ul><ul><li><div>
Strong written documentation, version management and organization skills</div></li></ul><ul><li><div>
Relationship and change management exposure, ability to have professional interactions in stressful situations</div></li></ul><ul><li><div>
Excellent oral and written communication skills</div></li></ul><ul><li><div>
Knowledge of Microsoft Office; Advanced Excel, Visio, and PM tool exposure</div></li></ul><ul><li><div>
Ability to work as a Team Member; positive solution-focused attitude</div></li></ul><div></div><div>
Comprehensive Benefits Offerings</div><div></div><div>
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits &amp; development opportunities:</div><ul><li><div>
Training and professional development</div></li><li><div>
Medical, dental and vision coverage (Available to full-time employees and their families)</div></li><li><div>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</div></li><li><div>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</div></li><li><div>
Short-term and long-term disability, workers compensation &ndash; employer paid</div></li><li><div>
401k with match and profit sharing</div></li><li><div>
Wellness programs and resources</div></li><li><div>
Voluntary benefits, including pet insurance</div></li><li><div>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</div></li><li><div>
12 paid holidays each year (10 pre-determined and 2 floating days)</div></li><li><div>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</div></li><li><div>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</div></li></ul><div></div><div>
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700</div><div><br>
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.<br>
<br>
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.</div><div></div><div>
Click the following link to view Federal and E-Verify posters: <div>Link</div></div><div></div><div>
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.</div><div></div><div>
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.</div></div>

Sr. Director of M&A Integration

Search 10000+ Senior manager mergers & acquisitions jobs near you this March. New roles added regularly across leading industries. Apply today.