Senior M&A Manager

Role Overview

• Own deal execution from LOI through close, serving as the central coordinator for all diligence and closing activities.
• Lead financial diligence including quality of earnings analysis, working capital assessment, and financial model validation—working with external accounting advisors as needed.
• Coordinate legal diligence and manage outside counsel relationships, ensuring purchase agreements, disclosure schedules, and ancillary documents are completed accurately and on time.
• Manage the data room process, tracking diligence requests, organizing findings, and ensuring the deal team has visibility into open items and risks.
• Develop and maintain diligence checklists, deal trackers, and closing checklists that ensure consistent execution across all transactions.
• Identify and escalate deal risks, working with leadership to develop mitigation strategies or adjust deal terms as needed.
• Support deal structuring discussions including cash/equity/seller note allocations, earnout structures, and working capital mechanisms.
• Coordinate with the Integration Manager to ensure smooth handoffs from deal close to integration, including knowledge transfer of diligence findings.
• Supervise and develop the M&A Analyst, providing guidance on financial modeling, research, and diligence support.
• Maintain relationships with external advisors including legal counsel, accounting firms, and insurance brokers.
• Support post-close activities including working capital true-ups, earnout calculations, and any purchase price adjustments.

Requirements

• 6-10 years of experience in M&A execution, with direct involvement in 10+ completed transactions.
• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA a plus.
• Strong financial analysis skills including experience with quality of earnings, working capital analysis, and deal modeling.
• Experience coordinating legal diligence and working with outside counsel on purchase agreements and deal documentation.
• Demonstrated ability to manage complex projects with multiple workstreams, stakeholders, and deadlines.
• Exceptional attention to detail—you catch the things others miss.
• Comfort working autonomously and driving deals forward without constant oversight.
• Experience in private equity, corporate development, or M&A advisory (investment banking, Big 4 transaction services).
• Willingness to travel as needed for management meetings, site visits, and closings.
• Strong bias for automation and personal workflow optimization—you're always looking for ways to streamline deal processes and eliminate manual work.
• Experience with AI tools for productivity, specifically Claude or similar AI assistants.

Benefits

• Ownership of deal execution with direct impact on the company's growth trajectory.
• High deal volume (6-8 annually) with variety across targets—building deep M&A expertise quickly.
• Exposure to the full deal lifecycle in a lean environment where you see the impact of your work.
• Close collaboration with senior leadership and visibility into strategic decision-making.
• The opportunity to build M&A processes and infrastructure from the ground up.
• A seat at the table in a company transforming a $10 trillion global industry.