Maintain an M&A priority roadmap, including target identification, prioritization, and pipeline management across key Value Creation Plan priorities.
Develop and continuously refine acquisition theses aligned with product strategy and competitive positioning.
Establish and nurture relationships with management of key priority targets to surface actionable opportunities.
Manage all aspects of the end-to-end transaction process: initial outreach and NDA, financial modeling, due diligence, and deal execution.
Build complex financial models to evaluate deal economics and quantify synergies under different investment scenarios.
Drive joint business planning with target management to validate models and align on post-deal operational priorities.
Manage external and internal stakeholders to execute commercial, financial, tax, product, technical, and legal diligence.
Develop, and manage post-close integration plans in partnership with functional leaders.
Track key deal metrics, integration milestones, and synergy realization post-acquisition, reporting progress to Executive Leadership Team and the Board.
Requirements
10+ years of experience in investment banking, private equity, corporate development, or management consulting
Direct M&A deal experience required
Demonstrated track record of leading software and services transactions
Strategic thinker, with exceptional financial modeling skills and strong business acumen
Strong executive presence with the ability to present confidently to Executive
and Board-level audiences
Excellent written and verbal communication; capable of distilling complex analysis into clear, compelling narratives
Highly organized self-starter with the ability to manage multiple workstreams under time pressure
Domain knowledge of intellectual property management, legal technology, and enterprise SaaS, preferred
Experience working with a PE-backed or high-growth technology company, preferred
MBA or JD from a top-tier institution, preferred
Ability to travel up to 50% (as deal activity requires).