CareerPlan

Senior Associate, PEPI M&A - Professional Services Sector

Miami, FL, USFull-time2026-10-08 → 2026-11-09

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 Consultant

Builds

Operational due diligence reports, 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, complex data analysis, Excel, stakeholder management, project coordination, integration planning, cost assessment, operational transformation

Preferred skills

Industry-specific knowledge of Professional Services, experience with carve-outs and divestitures, change management

Technologies

Excel, financial modeling tools, project management software

Responsibilities

Identify key client business issues, oversee workstreams, own key client deliverables, lead client interactions and present findings, coordinate cross-functional collaboration, develop recommendations for value creation

Seniority

Senior, hands-on IC