Senior Associate, PEPI - Merger Integration & Carve-Outs

Alvarez & Marsal; San Francisco (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Healthcare plans

401(k) plan

Discretionary bonus

Paid time off

Job summary

Alvarez & Marsal in San Francisco seeks a Senior Associate in Merger Integration & Carve-Outs to help portfolio companies realize value across deals. You will join A&M’s Private Equity Performance Improvement practice and work on end-to-end integration programs, from planning to Day 1 readiness and post-close execution.

The role requires 4–6+ years of consulting experience with merger integration, strong communication, and leadership skills. Travel up to 75% is common. An MBA is preferred.

Qualifications

• 4–6+ years of professional consulting experience in merger integration, business transformation, and change management.
• Experience in integration planning and divestitures is a plus.
• MBA preferred.

Responsibilities

• Identify client issues and develop recommendations within engagement context.
• Support IMO workstreams: Synergies, TSAs, Day 1 readiness, and more.
• Assist with Day 1 and Day 100 planning, execution, and performance improvements.
• Drive assessments and help implement recommendations.
• Track Day 1/Day 100 progress and adjust strategies as needed.

Skills

Merger integration

Program management

Leadership

Stakeholder involvement

Change management

Communication

Education

MBA preferred

Job description

Alvarez & Marsal Private Equity Performance Improvement

About Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results‑oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Senior Associate, Merger Integration & Carve‑Outs

A&M’s Private Equity Performance Improvement Services (PEPI) practice focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the $50 million to $1 billion plus range.

Our PEPI Services Include

• CDD/Strategy
• Interim Management
• Merger Integration & Carve‑outs
• IT
• Rapid Results
• Supply Chain
• CFO Services

Merger Integration & Carve‑Outs: Build Your Expertise

Join A&M PEPI’s MI&C team to develop operational skills. You will be involved throughout the lifecycle of large, complex, high‑profile deals. The service line offers a structured, disciplined approach to create and capture value for corporate and equity buyers across mergers, acquisitions, carve‑outs, joint ventures, and alliances. We cover the full deal lifecycle from pre‑deal operational and synergy reviews to “Day 1” planning and post‑deal implementation, including due diligence, integration management office, synergy, TSA, planning, day‑one readiness, and post‑close execution.

Senior Associate Responsibilities

• Provide service excellence by identifying key client business issues, supplementing standard assessment techniques with innovative approaches, evaluating and validating analysis, and developing recommendations within the engagement context.
• Assist with workstreams or focus area within the Integration Management Office (IMO)—Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design—depending on deal size.
• Support Day 1 and Day 100 planning, execution, and performance improvement in key areas: strategic planning, operational optimization, back office consolidation, supply chain, IT/reporting integration, customer and channel management.
• Drive performance improvement assessments across an enterprise and participate in implementing recommendations.
• Track progress against Day 1 and Day 100 objectives and adjust integration strategies or personnel as required.

Qualifications

• 4–6 + years of professional consulting experience, specializing in merger integration, business transformation, and change management.
• Experience in integration planning and divestitures is a plus.
• Deep functional expertise in at least one of the following areas: Finance & Accounting operations; HR/Organizational design; Role and Job Analysis; Leadership and Stakeholder Involvement; Communications planning and management; Knowledge Management and Transfer; Planning revenue growth and profitability growth initiatives; Program management and leadership; Designing and executing internal and external change/communications strategies.
• MBA preferred.
• Excellent oral and written communication skills.
• Initiative and drive; critical thinking; flexibility to travel at least 75 % of the time.

Your Journey at A&M

We prioritize employee experience, continuous learning, meritocracy, and well‑being. Training and on‑the‑job learning opportunities help you acquire new skills and advance your career. We offer competitive benefits and a supportive culture.

Benefits Summary

Full‑time and part‑time positions (over 30 hours) are eligible for A&M fringe benefits which include healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan with a discretionary annual contribution. Eligible employees receive paid time off including vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave. Additional benefits information is available by request.

Salary range is $100,000 – $170,000 annually, dependent on education, experience, skills, and geography. A&M offers a discretionary bonus program based on individual and firm performance.