Senior Manager, Transaction Services, C&IP Value Creation

Our Mergers and Acquisitions Practice (M&A) is seeking a Senior Manager to join our growing team.  In this dynamic role, you will work with our national M&A practice servicing both corporate and private equity clients, which includes leading functional and technology assessments during the due diligence phase and planning as part of the carve-out or merger integration transactions.  Our M&A team includes a variety of seasoned, expert, and award-winning professionals.   

You will be an integral part of our team, helping shape our office culture and participate in the entrepreneurial process of growing a team with triple digit growth (strategy formulation, recruiting, team building, practice development, etc.). 

This individual should have demonstrated experience working in the M&A space with services-focused clients, including Consumer, Residential, or Industrial Services sectors such as: 

• HVAC roll-ups 

• Pest Control roll-ups 

• Home Services roll-ups 

• Electrical Engineering/Services (e.g., for Data Centers) 

 

Senior Managers in our Mergers & Acquisitions practice have these primary responsibilities:  

• Lead teams serving clients across the consumer & industrial products industry, with specific capabilities in mergers & acquisitions, technology, and manufacturing, while demonstrating executive presence with C-level client counterparts  

• Support Private Equity funds in buy side diligence, sell side diligence, mergers, carve-outs, and value creation & planning projects 

• Assess functional and technology investment strategies and compare respective operating models and organizational structures against leading practices and industry benchmarks  

• Lead engagements teams on transaction advisory, guiding the team to prepare focused request lists and agenda, facilitating client reviews, and providing leadership over deliverables  

• Lead post-close value creation projects for PE clients and lead program management offices (PMOs) that can deliver digital transformation for portfolio companies 

• Manage project economics including: track project budgets, create and deliver invoices, and manage collection process  

• Identify core findings and trends in data for project teams to quantifiably support recommendations across technology and operations 

• Support storyline development for project teams – drawing together data analysis, visualizations, recommendations, and financial impacts into a cohesive deliverable 

• Drive the development/enhancement of WMP’s M&A methodologies (diligence, planning, carve-out, etc.) and approaches to client delivery within the C&IP M&A team 

• Support development of industry perspective pieces, in both written articles and research (primary and secondary) for the C&IP industry, specifically within manufacturing 

• Coach and manage other consultants and actively participate in the performance review process  

• Understand client strategy and investment priorities and turn those goals into concrete engagements and detailed proposals  

• Initiate and lead business development meetings with prospective clients  

• Create work plans, pricing estimates, and risk assessments for prospects  

• Understand investment needs and requirements and help turn those goals into concrete engagements and detailed proposals  

Qualifications:  

• Bachelor’s degree or equivalent experience preferred 

• Strong project management methodology background, including schedule, scope, issue and risk management experience, change management, strategic planning and analysis  

• Prior M&A (deal and carve-out/merger) experience preferred, but not required 

• High proficiency with Excel required 

• Prior experience working with large and complex datasets preferred 

• Prior experience working in industry specifically manufacturing & distribution, experience preferred but not required 

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