M&A Coordinator

General Responsibilities

Provide coordination and administrative support to the Mergers & Acquisitions (M&A) team through all phases of the process. Responsibilities include tracking all merger-related documents, maintaining and tracking merger information, scheduling meetings and travel arrangements, and preparation of acquisition materials.

• Create and organize acquisition files for the categorization and storage of acquisition company information.
• File, track and maintain M&A documents through all phases of the process.
• Update and maintain spreadsheets tracking acquisition information including merger status and produce reports for board meetings and manager updates.
• Schedule and coordinate calls, in-person meetings and travel arrangements for M&A team members, due diligence team members, and acquisition representatives.
• Coordinate all training with multiple departments for new acquisitions. Partner with the Learning Management System Administrator to ensure appropriate orientation courses are enabled. Facilitate training invitations and track/monitor attendance through reporting.
• Order acquisition materials from vendors including business cards and welcome merchandise. Prep and maintain information packets for acquisition companies.
• Act as a liaison between acquisitions and the M&A team. Screen inquiries and respond to requests as appropriate. Escalate issues when necessary.
• Review and improve processes as needed.
• Follow safety rules, guidelines and standards for all projects. Participate in pre-task planning. Report any safety issues or concerns to management.
• Be responsible for maintaining quality standards on all projects.

• Associate's degree in business administration or related field and 3 years' related experience. Or, in lieu of a degree, a minimum of 5 years' related experience.
• A valid driver's license with acceptable violation history may be required.