Operational Due Diligence - Senior Director - Transaction Advisory Group - Canada

Alvarez & Marsal Deutschland GmbH; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

A leading global professional services firm seeks an Operational Due Diligence Director in Toronto. The role focuses on merger integration, operational optimization, and guiding private equity clients through complex transactions, backed by a robust methodology and a collaborative team atmosphere.

Qualifications

• 10+ years in strategy or Big 4 consulting with merger integration expertise.
• Experience with Private Equity backed portfolio companies.
• Strong in operational optimization and implementation.

Responsibilities

• Lead pre- and post-deal engagements in operational due diligence.
• Develop methodology for integration management.
• Track progress against objectives, adjusting strategies as needed.

Skills

Operational Due Diligence

Performance Improvement

Project Management

Interpersonal Skills

Communication Skills

Education

Bachelor’s or Master’s degree in business, engineering, accounting

MBA preferred

Tools

Excel

PowerPoint

Job description

Description

About A&M

Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.

With over 10,000 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M’s restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what’s really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth.

Global Transaction Advisory Group

A&M’s Transaction Advisory Group (TAG) has an exciting opportunity to join a growing team in Toronto, Canada. TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. A&M TAG is seeking an Operational Due Diligence Director to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We are seeking someone who has a successful track record with a blend of operational and commercial skills, an entrepreneurial approach, and networks across the M&A community. We provide private equity, and corporate clients buy side and sell side due diligence. TAG ODD professionals actively engage in assessing and quantifying potential synergies, dis-synergies, one-time costs and savings that could be generated by the combination of target and buyer; determining and quantifying potential carve-out implications and conducting comprehensive discussions with management and their advisors.

What will you be doing?

As a Senior Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business, and industrial services as well as healthcare, software & technology, energy, and financial services. You will provide our clients with an integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities will include:

• Working on pre- and post-deal engagements, including merger integration & carve-outs, operational due diligence, and performance improvement.

• Developing detailed and robust methodology to ensure that the in the first 100 days total clarity and ownership is created throughout the organization, a clear path to delivering the growth and cost reduction developed and the identified quick wins delivered.

• Leading workstreams within the Integration Management Office (IMO) – Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design.

• Leading and delivering large, complex client engagements that identify, design, and implement business and technology solutions for PE clients and their portfolio companies

• Day 1 and Day 100 Planning, execution and driving performance improvement in key areas:

• Strategic planning
• Operational optimization /consolidation
• Back-office consolidation
• Supply chain
• IT / reporting integration
• Customer and channel management

• Tracking progress against Day 1 and Day 100 objectives and adjusting integration strategies or personnel as required.

• Assessing and quantifying potential synergies, dis-synergies, one-time costs, and savings that could be generated by the combination of target and buyer.

• Supporting the post-acquisition work to ensure that the value creation opportunities were realized in full and in the shortest possible time.

• Assessing potential carve-out implications and conducting comprehensive discussions with management and their advisors.

• Determining the standalone costs required for a carve-out business, including identifying and quantifying the incremental recurring costs and one-off costs resulting from the separation.

• Evaluating managements carve-out plans and TSA requirements, evaluating the complexity and risks of the carve-out, and understanding the impact on business as usual. Conducting initial rapid diagnostic into a company's immediate and future major operational issues, product profitability, cost base, manufacturing processes and options for performance improvement.

• Supporting PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver the financial results required.

• Contribute strongly to business development activity including developing successful pitches and selling, from the initial “diagnostic” project phase into implementation work.

Qualifications:

• A minimum of 10+ years of experience in a top tier strategy firm, leading specialist and/or niche advisory firm or ‘Big 4’ consultancy, specializing in merger integration, carve-outs, business transformation, and change management
• Experience in operational due diligence and performance improvement is considered a plus
• A recent track record of successfully leading major merger integration & carve-outs assignments at pre- and post-deal
• Must be Private Equity Industry Savvy with established experience of working with Private Equity backed portfolio companies
• Deep functional and hands on expertise in one or more of the following areas:
  • Pricing/ Margin/ Mix optimization
  • Salesforce effectiveness
  • Marketing optimization
  • Operations management, productivity
  • Supply Chain/ Procurement
  • SG&A cost reduction
  • HR/ Organizational structure and effectiveness
  • Finance & Accounting operations
  • Leadership and stakeholder involvement
  • Communications planning and management
  • Knowledge management and transfer
• Bachelor’s or Master’s degree in business, engineering, accounting and/or related major, MBA preferred.
• High proficiency in Excel and PowerPoint
• Excellent interpersonal and communication skills
• Strong project management skills
• Flexibility to work as both a team member in a collaborative setting and as an individual contributor
• Ability to thrive and be effective in fast-paced settings

A&M is committed to providing an accessible recruitment process that meets our obligations under the OntarioHuman Rights Code, theAccessibility for Ontarians with Disabilities Act, 2005and any other applicable legislation. We strive to maintain a strong and dynamic workforce that fosters respect and inclusivity for applicants of all abilities. Should you have any accessibility need(s) and/or require accommodation during the recruitment process, please notify Human Resources [e-mail] we would be pleased to assist you.