- Bachelor's degree in business, finance, engineering, operations or a related field
Required Education/Experience
- Bachelor's degree in business, finance, engineering, operations or a related field
Required Qualifications
- Significant professional experience across M&A, Separation Management Office, transaction execution, business operations, transformation or related disciplines.
- Approximately five or more years of direct carve-out, divestiture, separation or related transaction execution experience, with meaningful responsibility for operational delivery.
- Demonstrated sell-side M&A experience, preferably involving complex businesses, carve-outs or asset sales.
- Experience across multiple phases of the transaction lifecycle, including pre-sign planning, sign-to-close execution, Day 1 readiness and post-close separation.
- Demonstrated experience developing and executing detailed separation plans involving multiple business functions.
- Direct experience developing, implementing and/or managing TSAs, including governance and exit planning.
- Experience designing or implementing interim operating models associated with asset sales, carve-outs or other business separations.
- Strong operational background and the ability to understand impacts on processes, systems, people, supply chains and business continuity.
- Experience operating effectively across global, matrixed organizations, jurisdictions and time zones.
- Ability to lead complex cross-functional programs and influence senior stakeholders without formal authority.
- Strong financial, commercial, analytical and problem-solving capabilities, with the ability to structure ambiguous situations.
- Excellent written and verbal communication skills, including executive-level communication.
- Demonstrated ability to work as a hands-on individual contributor and personally develop analyses, plans, executive materials, issue logs and operating-model documentation.
Preferred Qualifications
- Experience in medical devices, MedTech, healthcare or another highly regulated global industry.
- Experience in a Big Four deal practice, strategy consulting firm, corporate development organization, private equity portfolio environment or comparable transaction-intensive setting.
- Experience with transactions involving manufacturing, supply chain, regulated products or complex international operations.
- Experience working directly with buyers, sellers, investment bankers, transaction counsel and third-party advisors.
Required Technical Skills
- Separation Management office
- Carve-out and separation execution
- Sell-side M&A
- Operational due diligence
- Day 1 readiness and cutover
- TSA development, governance and exit
- Interim operating-model design
- Cross-functional program leadership
- Operational risk management
- Executive communication and influence
- Global business operations
- Structured problem solving
- Hands-on execution
Responsibilities
M&A Separation Strategy & Planning:
- Lead operational separation planning for divestitures, carve-outs, asset sales and other portfolio transactions from pre-sign through close and post-close.
- Translate transaction strategy and deal requirements into integrated separation plans, workstreams, milestones, dependencies and decision points.
- Conduct operational carve-out assessments across business processes, technology, legal entities, people, regulatory requirements, manufacturing, supply chain and commercial operations.
- Identify separation complexity, stranded-cost considerations, operational risks and resource requirements early enough to inform transaction decisions.
- Establish governance, decision rights, issue escalation processes and execution cadences appropriate to each transaction.
Sell-side Transaction Execution
- Serve as an operational lead on sell-side M&A transactions, partnering with Corporate Development, functional leaders, external advisors and transaction counterparties.
- Support operational diligence and buyer requests, including identification and resolution of separation dependencies.
- Translate deal terms and transaction assumptions into actionable operating requirements.
- Partner with Legal and Corporate Development on operational inputs to transaction documents, schedules and separation agreements.
- Lead sign-to-close readiness and coordinate execution priorities across functional workstreams.
Day 1 & Separation Execution
- Develop and manage the overall SMO plan and deal timeline, oversee the development of functional separation plans by business teams covering signing, closing, Day 1 and the post-close transition.
- Establish Day 1 readiness criteria, lead cross-functional assessments and resolve material gaps.
- Oversee development of functional cutover plans and coordinate activities required to maintain operational continuity at close.
- Monitor post-close execution and drive progress toward the defined end state.
- Create dashboards and executive reporting that clearly communicate progress, risks, dependencies and decisions.
Transition Service Agreements
- Lead the operational development and implementation of TSAs required to enable a successful separation.
- Partner with functional owners and Legal to define TSA scope, service requirements, duration, service levels, costs, dependencies and exit requirements.
- Establish TSA governance and performance monitoring following close.
- Build TSA exit plans from the outset, identify barriers to exit and drive mitigation actions with accountable functional owners.
- Monitor TSA performance, costs and exit milestones and elevate issues requiring senior-level decisions.
Interim & End-State Operating Models
- Design interim operating models that maintain business continuity following an asset sale, carve-out or other separation.
- Define how critical processes, services, systems, resources and decision rights will operate between Day 1 and the targeted end state.
- Determine with functional leaders which capabilities transfer, remain with Vantive, operate temporarily through TSAs or require alternative solutions.
- Develop transition roadmaps from the interim environment to a sustainable standalone or buyer-owned model.
- Pressure-test operating-model assumptions against timing, organizational capacity, cost and execution risk.
Cross-functional Leadership, Risk & Communication
- Lead complex separation work across functions without relying on formal reporting authority.
- Connect decisions and dependencies across workstreams and facilitate timely resolution of cross-functional issues.
- Maintain an integrated view of operational risks, decisions and milestones and develop mitigation plans.
- Provide concise, decision-oriented updates to senior executives and transaction leadership.
- Translate complex operational issues into clear options, tradeoffs and recommendations while remaining close to detailed execution
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
About Rose
- Founded in 1993
- Office Locations Across the U.S.
- 150+ Clients: Corporations and Government Agencies
- Employee Oriented Company
- Challenging Assignments Across the U.S.
- Continuous Professional Development
EMPLOYEE COMMENTS
- We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.