Senior Associate, PEPI M&A - Professional Services Sector
Core
Senior Associate in M&A and Performance Improvement for the Professional Services sector, supporting private equity firms and corporate clients through complex transactions and transformations.
Role type
Senior Associate, M&A and Performance Improvement Consultant
Builds
Operational due diligence, synergy assessments, standalone cost models, target operating models, and Day 1/100 milestone plans for buy-side and sell-side clients.
Domain
Professional Services (consulting, accounting, legal, staffing, marketing, BPO, engineering, tech services)
Required skills
Advanced financial modeling, expert Excel skills, complex dataset analysis, operational due diligence, integration management, synergy capture, carve-out analysis, TSA development, project management, organizational design, operating model optimization
Preferred skills
Industry transformation expertise, talent and utilization management, digital transformation, client retention strategies
Technologies
Excel, financial modeling tools, integration trackers, cost assessment models
Responsibilities
Identify key client business issues and oversee workstreams; develop and validate analysis for executive-ready deliverables; lead client interactions and present findings to senior stakeholders; coordinate across workstreams to ensure alignment on priorities and execution plans; support clients through the full transaction lifecycle including mergers, acquisitions, carve-outs, and divestitures.
Seniority
Senior, hands-on IC