M&A Integration & Corporate Development Lead

Vertex Inc.; United States; Remote; USD 190,000 - 246,000; Full time

Benefits offered by this job

Equity grants

Vertex Bonus Plan

Job summary

Vertex Inc. is seeking a Corporate Development leader to drive aggressive growth through M&A and integration excellence. You will define inorganic growth strategy, manage deal sourcing, and oversee due diligence, valuation, and board-level communication.

The role requires senior-level leadership and deep experience in corporate development, investment banking, or private equity. You will also direct integration programs, establish governance, and ensure value realization post-close while

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting, Engineering, Strategy, or related discipline.
• MBA strongly preferred.
• Experience across corporate development, investment banking, PE, or strategy consulting is favored.

Responsibilities

• Lead strategic assessment of markets, technologies, and acquisition opportunities aligned with Vertex growth objectives.
• Develop and maintain M&A pipeline, target prioritization frameworks, and investment theses.
• Partner with executive leadership to define inorganic growth strategy and capital deployment priorities.
• Lead acquisition sourcing efforts and relationship management with investment bankers, advisors, and prospective targets.
• Direct financial modeling, valuation analysis, business case development, and investment recommendations.
• Present opportunities, risks, and rationale to executive leadership and Board-level stakeholders.
• Lead transaction structuring discussions and support negotiations through deal execution.
• Oversee due diligence strategy, governance, and functional workstreams.
• Serve as executive sponsor for priority transactions and strategic growth initiatives.
• Establish integration governance and execution framework for acquired businesses.
• Lead development of IMO processes, playbooks, templates, and lessons learned.
• Drive Day 1, Day 100, and long-term integration planning and execution.
• Ensure alignment between thesis, synergy targets, and integration priorities.
• Lead executive-level decision-making and issue resolution during integrations.
• Oversee synergy realization, cost savings, revenue enhancement, and value creation.
• Sponsor change management and communication strategies across organizations.
• Monitor integration risks and implement mitigation strategies to protect deal value.
• Develop frameworks and metrics to measure post-transaction performance.
• Lead Executive Steering Committees and Integration Governance Reviews.
• Prepare Board, ELT, and Investor-facing materials as required.
• Provide ongoing reporting on pipeline, progress, integration status, and value realized.
• Drive accountability for decisions, milestones, risks, and outcomes.
• Enhance the Vertex M&A operating model through data-driven improvements.

Skills

Corporate finance

Valuation analysis

Executive communication

Stakeholder management

Strategic analysis

Cross-functional leadership

Change management

AI analytics

Education

Bachelor's degree in Finance

MBA

Tools

Automation tools

AI analytics

Financial modeling tools

Job description

Vertex Inc. is seeking a Corporate Development leader to drive aggressive growth through M&A and integration excellence. You will define inorganic growth strategy, manage deal sourcing, and oversee due diligence, valuation, and board-level communication.

The role requires senior-level leadership and deep experience in corporate development, investment banking, or private equity. You will also direct integration programs, establish governance, and ensure value realization post-close while