Senior Associate, PEPI M&A - Professional Services Sector
Core
Senior Associate supporting private equity and corporate clients in the Professional Services sector through M&A transactions, operational due diligence, and performance improvement programs.
Role type
Senior Associate, M&A and Performance Improvement
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, complex dataset analysis, operational due diligence, integration management, synergy capture, carve-out analysis, TSA development, project management, organizational design, operating model optimization
Preferred skills
None stated
Technologies
Excel, financial modeling tools
Responsibilities
Identify key client business issues, oversee workstreams, own key client deliverables, lead client interactions and present findings to senior stakeholders, coordinate across workstreams to ensure alignment on priorities and execution plans
Seniority
Senior, hands-on IC
