Jobs · Finance · California

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Deloitte · San Jose, CA · Yesterday
HybridFinance$156k–$307k/yrFull-time

About the role

As an M&A Manager in Deloitte’s Private Equity (PE) Strategy & Diligence (S&D) practice, you will lead teams through high-stakes diligences and coach talent while working shoulder-to-shoulder with PE deal teams. You’ll help clients win deals by leading fast diligences and building plans that actually get executed.

Work you’ll do

  • Manage and deliver small complex strategic engagements or parts of larger engagements that help clients unlock value through inorganic growth and value creation
  • Partner with private equity clients as they evaluate their portfolio and engage in buy-side and sell-side inorganic opportunities
  • Evaluate portfolio company operations to identify key business issues and deploy innovative value creation solutions
  • Evaluate and validate analysis and develop recommendations for the client in the context of the overall engagement
  • Manage development and quality review of client deliverables
  • Identify opportunities to leverage analytical capabilities in client delivery
  • Effectively manage the day-to-day relationships with team and client to ensure exceptional performance
  • Participate in business development activities
  • Mentor junior staff and perform role of counselor; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices
  • Support development of eminence and “point-of-view” publications

Responsibilities

  • Set engagement objectives and scope
  • Frame issues and break them down into hypotheses to be solved
  • Develop project work plans and coordinate activities between work streams
  • Design deliverable content that reflects a high standard of analysis
  • Manage cross-functional teams to deliver engagements across all phases of the M&A lifecycle including due diligence, pre-close and post-merger integration
  • Manage service excellence by identifying key client business issues
  • Determine client needs by supplementing the standard assessment techniques and tools with innovative approaches
  • Manage day-to-day interactions with executive clients and sponsors
  • Contribute to business development and the development of proposals

Qualifications

Required

  • 6+ years of M&A or M&A Service Delivery experience, including:
    • Working on engagements for mid-market PE clients and portfolio companies
  • Bachelor’s degree and 6+ years in a strategy consulting practice and/or industry experience; alternatively, an MBA with 4+ years relevant work experience is acceptable
  • Limited immigration sponsorship may be available
  • Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

  • Advanced degree (MBA; PhD; JD; MD; Masters)
  • Experience at a top strategy consulting firm or private equity / M&A Strategy boutique consulting firm
  • Ideal candidates would have spent at least 50% of their time advising PE clients
  • Experience with staff development and eagerness to mentor junior practitioners
  • Strong oral and written communication skills, including presentation skills (MS PowerPoint)

Skills

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

Pay

A reasonable estimate of the current range is $155,600 to $306,800. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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