M&A Manager

Milestone Funeral Partners, LLC; Dallas, Northern (TX, KY); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation package

Medical, dental, and vision coverage

401k retirement savings plan

Employee Assistance Program (EAP)

Professional development opportunities

Job summary

Milestone Funeral Partners, LLC in Dallas, TX seeks a strategic and analytically driven Manager of Mergers & Acquisitions (M&A) to lead the full transaction lifecycle and drive growth through acquisitions and partnerships.

This is a full-time, onsite role based in Dallas with periodic travel as needed to support business and transaction activities. The role collaborates with executives, brokers, lenders, and internal teams to execute opportunities that align with long-term strategy.

Qualifications

• Bachelor's degree in accounting, economics, business administration, finance, or a related field.
• 4+ years of progressive experience in M&A, investment banking, corporate development, private equity, or related fields.
• Strong financial modeling, valuation, and analytical skills.
• Ability to analyze financial statements and evaluate business performance.
• Excellent communication, presentation, organizational, and project management skills.
• Strong business judgment and ability to manage multiple priorities in a fast-paced environment.
• Collaborative approach and ability to work effectively with executives, business owners, advisors, and cross-functional teams.

Responsibilities

• Research and evaluate prospective acquisition opportunities and maintain an active transaction pipeline.
• Build financial models, perform valuation and scenario analysis, and assess key business drivers, risks, and potential returns.
• Support transaction strategy, including initial offers, negotiations, and letters of intent.
• Coordinate due diligence across Finance, Operations, HR, IT, and other internal teams.
• Review financial and operational information and identify risks, discrepancies, and opportunities.
• Partner with external advisors on Quality of Earnings analysis and transaction-related activities.
• Prepare deal summaries, financial analyses, and presentations for executive leadership and Board review.
• Maintain transaction timelines, diligence materials, data rooms, and other deal documentation.
• Support negotiations, closing activities, and post-closing integration to help ensure successful value realization.

Skills

Financial modeling

Valuation

Analytical skills

Communication

Project management

Education

Bachelor's degree in accounting, economics, business administration, finance, or related field

Tools

Excel

PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

M&A Manager

Full Time Management Dallas, TX, US

14 days ago Requisition ID: 1055

Salary Range: $120,000.00 To $135,000.00 Annually

Milestone Funeral Partners is seeking a strategic and analytically driven Manager of Mergers & Acquisitions (M&A) to play a key role in advancing our continued growth through acquisition and partnership. This opportunity is ideal for an experienced M&A professional who wants meaningful involvement across the full transaction lifecycle and the opportunity to directly contribute to strategic growth.

This is a full-time, onsite opportunity based in Dallas, TX, with periodic travel as needed to support business and transaction activities.

Why Join Milestone?

When you join Milestone Funeral Partners, you're joining an organization with an ambitious growth strategy and a distinctive approach to partnership. We are building a leading funeral service organization through thoughtful acquisitions, strong local partnerships, and a commitment to preserving the businesses and relationships that matter most to the communities we serve.

About the Role

The Manager of Mergers & Acquisitions (M&A) will work closely with the Director of M&A and cross-functional leadership to evaluate and execute acquisition opportunities. This role will contribute across the M&A lifecycle, including pipeline development, financial analysis, valuation, due diligence, transaction execution, and post-closing integration.

You'll have the opportunity to work directly with business owners, brokers, advisors, lenders, and internal leadership while helping identify and execute transactions that support Milestone's long-term growth strategy.

What You'll Do

• Research and evaluate prospective acquisition opportunities and maintain an active transaction pipeline
• Build financial models, perform valuation and scenario analysis, and assess key business drivers, risks, and potential returns
• Support transaction strategy, including initial offers, negotiations, and letters of intent
• Coordinate due diligence across Finance, Operations, HR, IT, and other internal teams
• Review financial and operational information and identify risks, discrepancies, and opportunities
• Partner with external advisors on Quality of Earnings analysis and transaction-related activities
• Prepare deal summaries, financial analyses, and presentations for executive leadership and Board review
• Maintain transaction timelines, diligence materials, data rooms, and other deal documentation
• Support negotiations, closing activities, and post-closing integration to help ensure successful value realization

What You'll Bring

• Bachelor's degree in accounting, economics, business administration, finance, or a related field
• 4+ years of progressive experience in M&A, investment banking, corporate development, private equity, transaction advisory, corporate finance, or a related field strongly preferred
• Strong financial modeling, valuation, and analytical skills
• Ability to analyze financial statements and evaluate business performance
• Excellent communication, presentation, organizational, and project management skills
• Strong business judgment and the ability to manage multiple priorities in a fast-paced environment
• Collaborative approach and ability to work effectively with executives, business owners, advisors, and cross-functional teams

Our employees enjoy a competitive compensation package, comprehensive medical, dental, and vision coverage, paid time off and holidays, a retirement savings plan (401k), access to an Employee Assistance Program (EAP), professional development opportunities, and more.

About Our Team

At Milestone Funeral Partners, our employees are our greatest investment. We are building an organization where talented professionals can make an impact, take ownership of their work, and grow alongside a rapidly expanding company.

If you're an experienced M&A professional who enjoys analyzing opportunities, solving complex problems, and helping drive strategic growth, we'd love to hear from you.