Senior Manager, Strategy and M&A

Role Overview

• Lead strategic planning and inorganic growth initiatives across SCS, translating priorities into market maps, investment themes, acquisition theses, and execution roadmaps
• Identify, screen, and qualify M&A targets and strategic partners in building automation/controls and adjacent industrial technologies
• Develop investment rationales, business cases, valuation models, synergy cases, and risk assessments for leadership decision-making
• Lead/support end-to-end M&A workstreams — target outreach, NDAs, financial analysis, IOI/LOI prep, diligence coordination, management presentations, and closing — alongside Corp Dev, Finance, Legal, Tax, HR, and IT
• Connect M&A activity to strategic priorities: aftermarket expansion, controls growth, integrated equipment + controls + service solutions, data center growth, and go-to-market transformation
• Synthesize market intelligence, competitive dynamics, and technology trends into clear strategic recommendations
• Support post-close value realization: deal theses, synergy tracking, Day 1 priorities, and integration hand-offs
• Build relationships with bankers, brokers, owners, and partners to expand Carrier's deal pipeline
• Prepare executive communications, investment committee materials, and board-ready presentations
• Guide analysts and cross-functional teams through research, valuation, diligence, and integration planning

Requirements

• Bachelor's degree in Finance, and/or Business
• 8 + years in corporate strategy, M&A, corporate development, investment banking, private equity, management consulting, business development, and/or strategic planning, with experience supporting transactions from thesis through execution
• Master’s degree (preferred)
• Experience in industrial manufacturing and/or industrial controls (equipment, automation, building technologies, field service, industrial distribution, engineered products)
• Strong financial modeling and valuation skills: DCF, comparable company analysis, precedent transactions, synergy modeling, scenario analysis
• Ability to assess strategic fit, competitive position, operating model, channel structure, margins, growth drivers, and integration complexity
• Proven ability to lead cross-functional teams and influence stakeholders without direct authority
• Excellent executive communication skills — able to convert complex analysis into crisp, decision-ready materials
• Strong project management discipline and ability to manage multiple priorities under time pressure
• Ability to travel for target meetings, site visits, diligence, and integration planning
• Direct experience in commercial HVAC, BAS/DDC controls, industrial automation, energy services, or mechanical contracting
• Experience with post-merger integration, synergy tracking, value creation, carve-outs, or joint ventures
• Familiarity with CHVAC customer segments (data centers, healthcare, education, industrial, government, commercial office)
• Experience with tools such as SAP, Salesforce, Power BI, Datasite, Intralinks, Cyndx, or Asana

Benefits

• Health Care Benefits : Medical, Dental, Vision; Wellness incentives
• Retirement Benefits
• Time off and Leave : Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation
• Disability : Short-term and long-term disability
• Life Insurance and Accidental Death and Dismemberment
• Tax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending Account
• Tuition Assistance