Senior Manager, Transaction Services, C&IP Value Creation

Our Mergers and Acquisitions Practice (M&A) is seeking a Senior Manager to join our growing team.  In this dynamic role, you will work with our national M&A practice servicing both corporate and private equity clients, which includes leading functional and technology assessments during the due diligence phase and planning as part of the carve-out or merger integration transactions.  Our M&A team includes a variety of seasoned, expert, and award-winning professionals.

You will be an integral part of our team, helping shape our office culture and participate in the entrepreneurial process of growing a team with triple digit growth (strategy formulation, recruiting, team building, practice development, etc.).

This individual should have demonstrated experience working in the M&A space with services-focused clients, including Consumer, Residential, or Industrial Services sectors such as:

* HVAC roll-ups

* Pest Control roll-ups

* Home Services roll-ups

* Electrical Engineering/Services (e.g., for Data Centers)

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

* Lead teams serving clients across the consumer & industrial products industry, with specific capabilities in mergers & acquisitions, technology, and manufacturing, while demonstrating executive presence with C-level client counterparts

* Support Private Equity funds in buy side diligence, sell side diligence, mergers, carve-outs, and value creation & planning projects

* Assess functional and technology investment strategies and compare respective operating models and organizational structures against leading practices and industry benchmarks

* Lead engagements teams on transaction advisory, guiding the team to prepare focused request lists and agenda, facilitating client reviews, and providing leadership over deliverables

* Lead post-close value creation projects for PE clients and lead program management offices (PMOs) that can deliver digital transformation for portfolio companies

* Manage project economics including: track project budgets, create and deliver invoices, and manage collection process

* Identify core findings and trends in data for project teams to quantifiably support recommendations across technology and operations

* Support storyline development for project teams - drawing together data analysis, visualizations, recommendations, and financial impacts into a cohesive deliverable

* Drive the development/enhancement of WMP's M&A methodologies (diligence, planning, carve-out, etc.) and approaches to client delivery within the C&IP M&A team

* Support development of industry perspective pieces, in both written articles and research (primary and secondary) for the C&IP industry, specifically within manufacturing

* Coach and manage other consultants and actively participate in the performance review process

* Understand client strategy and investment priorities and turn those goals into concrete engagements and detailed proposals

* Initiate and lead business development meetings with prospective clients

* Create work plans, pricing estimates, and risk assessments for prospects

* Understand investment needs and requirements and help turn those goals into concrete engagements and detailed proposals

Qualifications:

* Bachelor's degree or equivalent experience preferred

* Strong project management methodology background, including schedule, scope, issue and risk management experience, change management, strategic planning and analysis

* Prior M&A (deal and carve-out/merger) experience preferred, but not required

* High proficiency with Excel required

* Prior experience working with large and complex datasets preferred

* Prior experience working in industry specifically manufacturing & distribution, experience preferred but not required

* Experience managing or analyzing P&L statements, and financial modeling skills to build and manage complex synergy and cash flow models related to M&A transactions a plus, but not required

* Candidates must be eligible to work permanently in the United States without sponsorship

* Ability to travel up to 50%

* A commitment to inclusion and diversity, and openness to new ideas and perspectives