Job Description
Deal Execution
1. Manage all aspects of due diligence, including financial, accounting, tax, and quality of earnings review, coordinating with external advisors and internal stakeholders
2. Manage deal timelines, workstreams, and third-party advisor relationships to ensure efficient, on-time closings
3. Support valuation analysis and investment memo preparation for acquisition targets
Post-Acquisition Integration
4. Own integration planning and execution for acquired businesses, partnering with operational and finance leaders to drive synergy realization
5. Develop integration playbooks and project manage cross-functional workstreams including finance/accounting, IT, HR, and operations
6. Track and report on integration KPIs and value creation milestones post-close
Strategic & Financial Analysis
7. Support the CFO with ongoing financial analysis, reporting, and strategic planning initiatives
8. Assist with lender reporting, sponsor communications, and board materials as they relate to M&A activity
9. Evaluate adjacencies and new geographies as the platform matures