Manager, Mergers & Acquisitions; Merger & CarveOut Services
Listed on 2026-01-26
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Business
Business Analyst, Business Management, Business Systems/ Tech Analyst, Corporate Strategy
Location: New York
Our Mergers and Acquisitions Practice (M&A) is seeking a Manager to join our rapidly growing Merger & Carveout Services (MCS) team. This role will advise Private Equity and Corporate clients across industries on mergers and divestiture/carve‑out transactions with both an IT and cross‑functional lens. Areas of focus for IT include domain knowledge in business applications, infrastructure, cybersecurity and IT organization. Cross‑functional areas of focus include HR, Finance & Accounting, Sales & Marketing and Operations.
In this dynamic role you will manage engagements through complex M&A transactions from initial strategy and due diligence to integration/separation and post‑deal activities including buy‑side and sell‑side engagements, mergers, integrations and divestitures. This role requires strong business acumen, technical expertise and the ability to deliver actionable recommendations aligned with client objectives.
Primary Responsibilities Client Delivery- Manage engagements across the transaction lifecycle including due diligence, pre‑close planning and post‑close integration and carve‑out execution.
- Deliver insights and recommendations to senior stakeholders through concise executive‑ready deliverables.
- Ensure project milestones are met through effective project management and quality assurance.
- Contribute to the development of templates, frameworks and deliverables to ensure consistency and quality.
- Manage Technology workstream planning/execution or program management office (e.g. IMO/SMO) overseeing multiple functions.
- Identify and mitigate risks, engage stakeholders and ensure program success.
- Drive program economics, including budgeting and invoicing processes.
- Coordinate teams across internal M&A functions, external buyer/seller teams and third‑party vendors.
- Facilitate steering committees and cross‑functional team meetings in collaboration with senior leaders.
- Support the development of methodologies for M&A services including due diligence planning and carve‑outs.
- Mentor and coach junior team members fostering a culture of growth and collaboration.
- Participate in recruiting efforts and assist with onboarding new team members.
- Contribute to business development efforts by supporting proposal creation and pricing models tailored to client needs.
- Build relationships with private equity and corporate clients to identify opportunities for upselling and cross‑selling.
- Collaborate across practices to scope and deliver solutions aligned with client objectives.
- Support diligence activities including TSA scoping, negotiations and pricing; one‑time and run‑rate financial modeling and standalone cost analysis.
- Provide oversight across work streams to ensure alignment with client investment theses.
- Maintain expertise in IT systems, financial processes and operational domains.
- Analytics & Tools
:
Leverage tools such as CapIQ, Pitch Book, Smartsheet, Power
BI and enterprise architecture tools. - Financial Acumen
:
Conduct financial assessments including P&L evaluations and cost modeling. - Communication
:
Deliver clear, impactful insights to stakeholders fostering collaboration and trust. - Relationship Building
:
Build strong relationships internally and externally to drive engagement and project success.
- 5–7 years of experience managing operational and/or IT projects with exposure to M&A transactions.
- Experience delivering insights and recommendations to senior stakeholders.
- Industry experience (e.g., Software, Healthcare, Consumer & Industrial Products, Insurance) preferred but not mandatory.
- Expertise in financial modeling, project management methodologies and business strategy.
- Strong verbal and written communication skills with a track record of managing senior‑level relationships.
- Ability to travel up to 50% for client engagements.
- Bachelor’s degree required; advanced certifications (e.g., LeanIX Practitioner) are a plus.
- Authorization to work permanently in the United States without sponsorship.
- Commitment to inclusion, diversity and openness to new perspectives.
Salary range (depending on location):
- Seattle…
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