Senior Associate, PEPI M&A - Professional Services Sector
Core
Senior Associate supporting private equity firms 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, stakeholder management, project management, integration planning, carve-out analysis, TSA development, organizational design
Preferred skills
Industry transformation expertise, digital transformation knowledge, talent management, client retention strategies
Technologies
Excel, financial modeling tools, project management software
Responsibilities
Oversee workstreams and own key client deliverables, lead client interactions and present findings to senior stakeholders, develop practical solutions for performance improvement, coordinate across workstreams to ensure alignment, evaluate and validate analysis to drive client decision-making
Seniority
Senior, hands-on IC
