M&A Project Manager

Kelso Industries delivers HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. The M&A Project Manager oversees acquisition projects from target identification and due diligence through closing and post-acquisition integration, coordinating cross-functional stakeholders, tracking milestones and risks, and reporting progress to leadership.

Responsibilities:

• Lead acquisition projects from initial assessment and diligence through closing and post-acquisition integration
• Create, maintain, and update transaction workplans, schedules, milestone trackers, and action-item lists
• Facilitate due diligence activities across multiple departments, including Legal, Finance, HR, IT, Operations, Risk Management, Insurance, Payroll, and Benefits
• Monitor diligence requests, open items, and closing requirements while ensuring timely follow-up from both internal teams and external partners
• Develop and deliver transaction updates, executive summaries, dashboard reporting, and pipeline reviews for leadership
• Manage virtual data rooms and transaction documentation to ensure information is accurate, organized, and readily available
• Coordinate meetings, management presentations, diligence discussions, and closing-related activities
• Proactively identify project risks, dependencies, and potential delays, escalating concerns as needed to maintain deal timelines
• Assist with integration planning and track completion of post-close initiatives
• Help enhance Kelso's M&A framework by improving processes, templates, reporting tools, and best-practice playbooks

Requirements:

• Bachelor's degree in Business, Finance, Project Management, or a related discipline
• 3-7 years of experience in project management, transaction coordination, corporate development, consulting, investment banking support, private equity operations, legal operations, or a similarly complex cross-functional environment
• Demonstrated ability to organize and manage complex projects from initiation through completion
• Proven success handling multiple priorities and deadlines simultaneously
• Advanced proficiency in Microsoft Excel and PowerPoint
• Experience preparing executive-level reporting, presentations, and performance dashboards
• Strong written, verbal, and interpersonal communication skills
• Excellent attention to detail with a strong sense of ownership and accountability
• Ability to collaborate effectively with senior leaders, external advisors, and cross-functional teams
• Previous experience supporting mergers and acquisitions, corporate development initiatives, or private equity-backed organizations
• Hands-on experience with project management software such as Monday.com, Smartsheet, Asana, Jira, or Microsoft Project
• Understanding of due diligence workflows and virtual data room management
• Experience with Salesforce or other CRM and deal pipeline management platforms
• Working knowledge of financial statements, valuation concepts, and common transaction terminology