Manager - Mergers & Acquisitions Deal Lead

Summit School Services LLC; United States; Hybrid; USD 130,000 - 195,000; Full time

Job summary

Summit School Services LLC in the United States is seeking an experienced M&A Deal Lead to drive due diligence, integration planning, and execution across multiple transactions. You will coordinate internal and external stakeholders and manage progress against milestones in a fast-paced environment.

This hybrid role allows work from our Warrenville, IL office with periodic travel to Summit headquarters and consideration for remote candidates within the USA; travel up to 10% may be required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Engineering, Economics, Mathematics, or a related field; advanced degree preferred
• 6 to 8 years of relevant experience in strategy, business management, consulting, project management, business operations, financial analysis, or a related field. M&A experience strongly preferred
• Proven ability to manage multiple assignments, set priorities, and operate effectively in ambiguous environments
• Strong interpersonal skills and the ability to build effective relationships with internal teams, external partners, and advisors
• Ability to develop and present new ideas and conceptualize new approaches and solutions
• Detail-oriented and expert organizational skills
• Proficiency in Microsoft Excel and PowerPoint
• Additional certifications are considered a plus
• Travel requirement of up to 10% as needed

Responsibilities

• Lead confirmatory due diligence, integration planning/execution, and execution across multiple transactions
• Collaborate with functional leaders to develop M&A playbooks and tools
• Translate business requirements into integration plans and track progress against milestones
• Mobilize functional workstreams across Finance, Human Resources, Legal, Tax, IT, and other areas
• Identify and clarify issues, risks, and opportunities, escalating as appropriate and driving urgency on deliverables
• Build effective working partnerships across teams, clarifying roles and helping resolve cross-functional issues
• Track integration progress and surface risks to the value the deal was intended to create
• Document deal learnings and contribute to methodology and continuous practice improvement

Skills

M&A experience

Strategic thinking

Project management

Stakeholder management

Financial analysis

Communication

Education

Bachelor’s degree in Finance/Accounting/Engineering/Economics

Advanced degree preferred

Tools

Microsoft Excel

PowerPoint

Job description

Position OverviewWe are seeking an experienced M&A Deal Lead to lead due diligence and integration on multiple transactions. You will coordinate internal and third-party due diligence, drive integration planning/execution, and maintain transaction momentum. This role will execute a diverse slate of transactions of varying size and complexity. The role will collaborate closely with senior executives, functional leaders, investors, internal stakeholders, and external advisors, with opportunities to take on increasing leadership responsibilities.This role reports to the Vice President, Mergers & Acquisitions and will work a hybrid schedule from our Warrenville, IL office (preferred). Remote candidates within the USA will also be considered with periodic travel expected to Summit headquarters.

Responsibilities

• Lead confirmatory due diligence, integration planning/execution, and execution across multiple transactions
• Collaborate with functional leaders to develop M&A playbooks and tools
• Translate business requirements into integration plans and track progress against milestones
• Mobilize functional workstreams across Finance, Human Resources, Legal, Tax, IT, and other areas
• Identify and clarify issues, risks, and opportunities, escalating as appropriate and driving urgency on deliverables
• Build effective working partnerships across teams, clarifying roles and helping resolve cross-functional issues
• Track integration progress and surface risks to the value the deal was intended to create
• Document deal learnings and contribute to methodology and continuous practice improvement

Qualifications

• Bachelor’s degree in Finance, Accounting, Engineering, Economics, Mathematics, or a related field; advanced degree preferred
• 6 to 8 years of relevant experience in strategy, business management, consulting, project management, business operations, financial analysis, or a related field. M&A experience strongly preferred
• Proven ability to manage multiple assignments, set priorities, and operate effectively in ambiguous environments
• Strong interpersonal skills and the ability to build effective relationships with internal teams, external partners, and advisors
• Ability to develop and present new ideas and conceptualize new approaches and solutions
• Detail-oriented and expert organizational skills
• Proficiency in Microsoft Excel and PowerPoint
• Additional certifications are considered a plus
• Travel requirement of up to 10% as needed