Mergers and Acquisitions Manager

1. Acquisition Sourcing and Deal Origination

• Source and identify acquisition targets aligned with the Company’s growth strategy.
  Build and maintain a qualified acquisition pipeline.
• Conduct outreach through owners, brokers, M&A advisors, lenders, and referral networks.
• Screen targets based on financials, strategic fit, growth potential, and transaction readiness.
• Prepare target profiles with key risks, fit, and next steps.
• Maintain relationships with business owners, intermediaries, advisors, and deal sources.
• Track sourcing activity, follow-ups, and deal progress.
• Present qualified opportunities to leadership for review.

2. Transaction Execution

• Coordinate end-to-end deal execution.
• Develop, manage, and monitor detailed transaction timelines, workplans, due diligence trackers, and closing schedules.
• Serve as the primary internal coordination point across legal counsel, tax advisors, accounting teams, lenders, insurance providers, quality of earnings teams, and other internal or external advisors.
• Facilitate transaction meetings, maintain follow-up items, and ensure timely resolution of open issues.
• Partner with the offshore M&A financial analyst team to review financial models, validate assumptions, analyze transaction economics, and support investment decision-making.
• Support preparation of investment memoranda, internal approval materials, management presentations, and transaction summaries for leadership review.
• Identify execution risks, bottlenecks, unresolved diligence issues, and key dependencies.
• Escalate critical transaction matters to Company leadership in a timely manner.

3. Due Diligence Coordination

• Coordinate and manage the due diligence process across financial, legal, tax, operational, technology, HR, compliance, and commercial work streams.
• Prepare, maintain, and regularly update a comprehensive diligence tracker and open-items list.
• Monitor diligence requests, ownership, status, deadlines, and resolution of open matters.
• Coordinate with target-company management, data room administrators, and third-party advisors to obtain required information and documentation.
• Review diligence outputs and summarize key findings, issues, and risks for leadership.
  Work with internal teams and external advisors to track outstanding diligence matters.
• Support risk assessment, purchase price evaluation, transaction structure review, and final deal decision-making.

4. Reporting and Transaction Management

• Prepare and circulate weekly transaction status reports covering progress, timeline updates, diligence status, key risks, dependencies, critical decisions, and next steps.
• Prepare executive summaries of diligence findings and risks, including financial, legal, tax, operational, compliance, technology, HR, and integration considerations.
• Maintain transaction issue logs, action-item trackers, and decision logs for each active deal.
• Organize key transaction information and ensure leadership has clear, accurate, and timely updates.
• Prepare materials necessary for executive meetings, lender discussions, advisor calls, and internal transaction reviews.

5. Closing Readiness and Completion Support

• Coordinate all pre-closing workstreams to ensure transaction readiness.
• Track completion of due diligence, financing requirements, legal documentation, disclosure schedules, internal approvals, advisor inputs, and other closing deliverables.
• Develop and manage a closing readiness checklist for each transaction.
• Support leadership in assessing close/no-close readiness based on open items, deal risks, transaction conditions, and advisor feedback.
• Assist in final closing coordination with internal stakeholders and external advisors.
• Ensure required closing items are completed accurately and on time.

6. Post-Merger Integration and Value Creation

• Lead post-close integration planning and support execution after closing.
• Develop an integration roadmap with defined workstreams, responsibilities, milestones, and timelines.
• Coordinate integration efforts across operations, finance, technology, HR, compliance, client transition, reporting, and leadership teams.
• Track integration milestones, synergy realization, operational improvements, and performance against investment objectives.
• Identify integration risks, execution gaps, and cross-functional dependencies.
• Recommend corrective actions where needed to support successful integration.
• Support leadership in prioritizing and monitoring post-close value creation initiatives.

7. General Support and Advisory

• Provide strategic and execution-related support to Company leadership throughout the transaction lifecycle.
• Assist management in organizing transaction information, summarizing issues, and preparing materials for informed decision-making.
• Support communication and coordination among all parties involved in the transaction and integration process.
• Maintain strict confidentiality regarding acquisition targets, financial information, transaction terms, and internal strategy.