Sr Manager M&A

About the role

The Freeman Company is a global leader in events, dedicated to redefining live experiences for a new era. Leveraging a 99-year legacy in event management and cutting-edge technology, The Freeman Company drives impactful moments that inspire action.

Essential Duties & Responsibilities

• Manages and coordinates complex, multi-workstream M&A due diligence processes from kickoff through closing, ensuring comprehensive coverage, clear ownership, and efficient execution
• Contributes to post-closing integration planning, working alongside business operators to build integration plans and tracking frameworks that ensure Day 1 readiness, synergy realization, and operational continuity
• Surfaces integration risks, synergy opportunities, and cross-functional execution requirements before they become deal-phase issues
• PARTNERS WITH OPERATING LEADERS, FINANCE, AND LEGAL TO TRANSLATE DILIGENCE FINDINGS INTO INTEGRATION PLANS THAT CROSS-FUNCTIONAL TEAMS CAN EXECUTE AGAINST
• SUPPORTS DEAL SOURCING, RELATIONSHIP DEVELOPMENT, AND STRATEGY DEVELOPMENT, LEVERAGING DILIGENCE INSIGHTS AND PIPELINE KNOWLEDGE TO SHARPEN TFC’S INVESTMENT THESES AND ADVANCE HIGH-CONVICTION OPPORTUNITIES

Deal Sourcing & Strategy Development

• Leverages diligence insights and pipeline experience to sharpen investment theses and inform strategic prioritization of inorganic opportunities
• Conducts market research and competitive analysis to support refinement of TFC’s M&A strategy
• PREPARES MATERIALS FOR SENIOR LEADERSHIP AND INVESTMENT COMMITTEE

Deal Execution & Diligence Management

• Owns end-to-end diligence workstream management for active transactions, coordinating internal functional teams, external advisors, and data room processes
• Develops and maintains diligence frameworks, project trackers, and work plans that ensure thorough coverage across commercial, operational, financial, legal, and IT tracks
• Proactively engages functional subject matter experts to surface integration risks, synergies, and execution dependencies early in the diligence process
• Synthesizes findings across all diligence tracks into clear, structured summaries and risk assessments for senior leadership and Investment Committee review
• DEVELOPS AND NEGOTIATES LOIs, TERM SHEETS, AND TRANSACTION DOCUMENTS
• Maintains documentation, workstream logs, and version control throughout the deal process

Post-Closing Integration

• LEADS INTEGRATION PLANNING DURING DILIGENCE TO ENSURE DAY 1 REQUIREMENTS, INTEGRATION DEPENDENCIES, AND SYNERGY CAPTURE OPPORTUNITIES ARE IDENTIFIED AND SEQUENCED WELL IN ADVANCE OF CLOSE
• BUILDS AND MAINTAINS DETAILED INTEGRATION PLANS, WORKSTREAM CHARTERS, AND MILESTONE TRACKERS IN PARTNERSHIP WITH OPERATING LEADERS ACROSS THE ENTERPRISE
• DRIVES CROSS-FUNCTIONAL INTEGRATION EXECUTION POST-CLOSE, CONNECTING CORPORATE DEVELOPMENT AND OPERATING TEAMS
• DEVELOPS/TRACKS INTEGRATION KPIS, SYNERGY REALIZATION METRICS, AND VALUE CAPTURE PROGRESS; PREPARES REGULAR REPORTING FOR LEADERSHIP REVIEW
• PROACTIVELY IDENTIFIES INTEGRATION RISKS AND BLOCKERS, FACILITATING ESCALATION AND RESOLUTION ACROSS WORKSTREAMS
• CAPTURES LESSONS LEARNED AND CONTRIBUTES TO THE ONGOING REFINEMENT OF INTEGRATION PLAYBOOKS

Travel Requirements

Up to 25%