Vice President, Mergers & Acquisitions

About This Role

This role involves leading the Mergers & Acquisitions team, actively participating in all stages of the M&A lifecycle from origination to integration. The VP will manage complex M&A processes, including valuation, diligence, and negotiations, while also contributing to the strategic growth of the company.

Responsibilities

• Gather industry intelligence for origination and outreach, working directly with the Chief Acquisition Officer (CAO)
• Maintain professional relationships with external partners to build long-standing connections
• Oversee the accuracy of diligence, financial analyses, and data books as the "last line of defense"
• Create financial spreads using general ledgers and creatively solve complex problems with limited information
• Lead quality of earnings and other due diligence workstreams
• Draft indications of interest and letters of intent
• Aggregate, review, and summarize diligence findings across functional areas
• Identify and quantify synergies with CAO, Integration Management Office (IMO), and leadership
• Assist CAO and legal counsel in drafting purchase agreements and ancillary documents
• Run diligence calls with sellers in a patient and affable manner
• Prepare high-quality presentations that communicate complex ideas succinctly and accurately
• Create whitepapers and reports supporting the M&A strategy and conduct proactive research
• Track and maintain transaction "comps" related to industry M&A activity

Requirements

• Degree in Finance or Accounting
• 5+ years of professional experience in investment banking, private equity, or accounting
• 3+ years of M&A transaction experience
• Experience managing quality of earnings, reviewing financial audits, stratifying general ledgers, and building EBITDA
• Fundamental understanding of GAAP and three statement financial models
• Highly proficient at Microsoft Excel and PowerPoint
• Real world experience with valuation methodologies (DCF, comparable company analyses, comparable transaction analyses)
• Excellent communication skills
• Highly analytical, self-motivated, and detail oriented

Qualifications

• Degree in Finance or Accounting (MBA or Masters in Accounting will be valued)
• 5+ years of professional experience in investment banking, private equity, or accounting, including 3+ years of M&A transaction experience

Nice to Have

• MBA or Masters in Accounting
• CPA
• CFA
• Transaction advisory services experience (i.e., quality of earnings)

Skills

* Required skills

Benefits

Certifications