Mergers & Acquisitions Resume Samples

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G Hudson
9021 Spinka Crest
Los Angeles
+1 (555) 846 8229
9021 Spinka Crest
Los Angeles
p +1 (555) 846 8229
Experience Experience
Chicago, IL
Mergers & Acquisitions
Chicago, IL
Chicago, IL
Mergers & Acquisitions
  • Prepare client reports advising on fund-raising, restructuring, acquisitions and disposals
  • Reporting to various areas throughout the firm (e.g. Front Office, Financial Accounting, Line PC, etc.)
  • Liaise with a target company's finance/accounting departments and advisors to gather pertinent accounting support
  • Manage accounting due diligence pertaining to targets for acquisition
  • Collaborate with Learning to provide the right content, tools and levels of training to create new M&A product experts (sales, and technical support)
  • Keep the team informed of progress, drawing issues to their attention and discussing conclusions with them
  • Proven success at influencing and leading resources across multiple functions, workgroups, and management levels
Chicago, IL
Associate, Mergers & Acquisitions
Chicago, IL
Rolfson LLC
Chicago, IL
Associate, Mergers & Acquisitions
  • Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution
  • Assist in developing proposals to clients and potential clients for mergers, asset or company divestitures or acquisitions and related advisory services
  • Performing company, industry, market and competitor research and due diligence
  • Drafting pitch books, selling memoranda and management presentations
  • Mentoring and developing junior staff
  • Draft board memos and presentations for senior management and other key stakeholders as part of transactions and strategic reviews
  • Monitor trends in publishing and media including peer performance
Dallas, TX
Director, Mergers & Acquisitions
Dallas, TX
Bechtelar, Yost and Heidenreich
Dallas, TX
Director, Mergers & Acquisitions
  • Coordinating and supporting integration planning, tracking and processes for new acquisitions
  • Developing and maintaining relationships with potential targets from initial stage to deal closing
  • Supporting and facilitating negotiations of transaction terms and legal documentation
  • Proficient in Word and Excel; familiarity with Access, including running queries for large amounts of data
  • Coordinating and implementing due diligence for potential transactions
  • Creating investment proposals, along with supporting analysis and findings, for review by SEC’s Executive Management team
  • Stay abreast of current financial and operational issues impacting Time Warner consolidated and divisional performance
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of North Texas
Bachelor’s Degree in Finance
Skills Skills
  • Strong organizational and time management skills
  • Strong PC skills including Excel, Peoplesoft Financials, and Essbase as well as comfort with manipulation and presentation of financial data
  • Securing new business development and project extensions, including client lead maturation, proposal development, and closing new business opportunities
  • Team player, proactive, self starter, who can be dynamic and implement process changes
  • Building solid and collaborative relationships with team members, foster a productive teamwork environment, lead teams to generate a vision, leverage diverse views, and help develop and grow team members throughout the course of every engagement
  • 1 - 4 years of financial service, banking, or accounting experience
  • Managing and delivering significant business results that reflects strategic and creative thinking, individual initiative and the following abilities
  • Developing a business vision and leading complex projects while functioning as a trusted advisor at the highest levels of client organizations
  • Communicating complex material effectively in written and oral formats to various audiences
  • Directing and conducting quantitative and qualitative analyses of complex data
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15 Mergers & Acquisitions resume templates


CIB Investment Banking Mergers & Acquisitions Resume Examples & Samples

  • Create, maintain and review complex financial models and valuation analyses, including DCF, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses
  • Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information
  • Work independently, producing high-quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog
  • Design and analyze M&A transaction structures
  • Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
  • Provide leadership, mentorship and supervision to Analysts
  • MBA from a leading business school is required for candidates that were not directly promoted from Analyst to Associate within a leading Investment Bank
  • Current or past experience at a leading Investment Bank. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
  • Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
  • Thorough knowledge of corporate finance and accounting, as well as understanding of legal and tax aspects related to M&A transactions
  • Experience managing the day-to-day execution of different types of M&A processes (sell-side, buy-side, structured transactions, fairness opinions)
  • Ability to comfortably interact with clients in a professional and mature manner
  • Outstanding ethics, integrity and judgment
  • Intellectual curiosity, strong work ethics and desire to learn
  • Ability to work in a fast-paced environment, handling multiple projects with different deal teams
  • Highly organized, detail oriented and proactive
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications

IBD, Classic, Mergers & Acquisitions Resume Examples & Samples

  • Outstanding academic record
  • Exceptional communication skills, both verbal and written
  • Demonstrated ability to manage diverse workload and be effective on multiple projects
  • Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions
  • At least five years of experience in investment banking, corporate law, or a related field

CIB Investment Banking Mergers & Acquisitions VP Resume Examples & Samples

  • Detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
  • Detailed combination and other financial analyses in the context of M&A transactions
  • Tax and transaction structuring analysis
  • Daily deal execution and project management of clients, prospective purchasers or other advisors to facilitate accounting, legal and business due diligence
  • Prepare presentation materials for use in M&A transactions or strategic client dialog
  • Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
  • Provide leadership, mentorship and supervision to Associates and Analysts

Associate, Mid Market Mergers & Acquisitions Resume Examples & Samples

  • Part of a national Mid Market M&A team, supporting directors based in Vancouver and other offices
  • Conduct thorough research on companies and industries and delivery of concise summaries
  • Assist Directors in preparation of internal and external marketing materials
  • Support Directors in the preparation and presentation of marketing pitches to existing and potential clients
  • Prepare integrated financial models to support analysis in proposals and transaction documents
  • Under direction of team members, follow up and engage with RBC partners including Commercial Banking, Capital Markets, and Wealth Management
  • Undergraduate degree with a focus in Business, Economics, Mathematics or other quantitative fields
  • Relevant work experience in financial services – accounting, commercial banking, or investment banking
  • Solid understanding of cash flow, financial modelling, and valuation
  • Strong computer literacy with emphasis on PowerPoint and Excel presentation skills
  • Strong ability to prepare integrated financial models including discounted cash flow and valuation analysis
  • Thorough understanding of the inter-relation of net income, cash flow, working capital
  • Ability to use research tools to extract relevant background material for business development and transaction support
  • Strong personal skills and the ability to work effectively within a team environment under time constraints
  • Comprehensive financial and accounting skills

Mergers & Acquisitions Resume Examples & Samples

  • Month End Balance Sheet Reconciliation
  • Reporting to various areas throughout the firm (e.g. Front Office, Financial Accounting, Line PC, etc.)
  • Providing analysis and information in response to ad hoc requests from various areas throughout the firm
  • 1 - 4 years of financial service, banking, or accounting experience
  • Strong PC skills including Excel, Peoplesoft Financials, and Essbase as well as comfort with manipulation and presentation of financial data
  • Team player, proactive, self starter, who can be dynamic and implement process changes

Tax Manager National Tax Human Capital Mergers & Acquisitions Resume Examples & Samples

  • Mapping organizations together or separating organizations
  • Developing process for position and employee tracking
  • Developing HR approach to support business with organization structure and workforce planning/transition
  • Developing HR approach to support business with talent selection
  • Creating / evaluating job descriptions
  • Coordinating with the compensation team to determine grading of job positions and salary
  • Managing the Talent selection and Workforce transition of the employee base
  • Determining client needs by supplementing the standard assessment techniques and tools with innovative approaches
  • Evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement

Tax Manager National Tax Human Capital Mergers & Acquisitions Communications Resume Examples & Samples

  • Develop and manage an internal communications strategy to gain support for an M&A transaction
  • Providing superior client service by identifying key client business issues
  • A minimum of 5 years consulting and/or industry experience

Corporate Mergers & Acquisitions Resume Examples & Samples

  • Analysis and valuation of potential transactions, including coordination of all appropriate Corporate functions
  • Monitor, evaluate and maintain business, valuation and other information on potential transaction opportunities
  • Prepare and / or review transaction assessments and recommendations for discussion with senior management and the Corporate Investment Committee
  • Create, maintain and review financial models and analysis (recurring and ad-hoc)
  • Organize and participate in due diligence efforts
  • Review, understand, negotiate and execute legal documentation related to transaction opportunities
  • Review and supervise activities of junior resources
  • Hire, train, develop, coach junior resources
  • Demonstrated history of analysis, valuation and documentation experience in acquisitions/divestitures, private equity, or other similar types of transactions (typically 6-9+ years experience)
  • Experience working on complex projects concurrently
  • Broad knowledge of financial services businesses and products as well as related functional areas (accounting, tax, legal, etc.)
  • Strong leadership and communication skills

Managing Director, Mergers & Acquisitions Resume Examples & Samples

  • Business development through networking and direct marketing with prospective clients
  • Overseeing the creation of marketing materials for your clients
  • Qualifying and managing potential buyers/sellers
  • Assisting in negotiations with buyers/sellers on behalf of clients
  • Managing the due diligence process for the client
  • Previous investment banking experience with a business development focus
  • MBA from an accredited university
  • 5+ years of investment banking experience in the lower middle-market

Big Tax Mergers & Acquisitions Resume Examples & Samples

  • Strong technical ability and analytical skills
  • Previous corporate tax experience
  • Good networking skills and the ability to work under time pressure is also important in the M&A environment

Director, Mergers & Acquisitions Resume Examples & Samples

  • Conduct and oversee financial analyses, including the development of detailed financial and operating models, valuations and ad hoc analyses as required by management
  • Manage interaction with Time Warner business units and corporate groups including Tax, Accounting, Legal, Treasury, Financial Planning & Analysis and Investor Relations on transactions
  • Stay abreast of current financial and operational issues impacting Time Warner consolidated and divisional performance
  • Work closely with, and mentor, junior team members to develop their analytical skills, industry knowledge and leadership abilities
  • Other duties as may be required by the business

Director Corporate Strategy Mergers & Acquisitions Resume Examples & Samples

  • Understand and analyze businesses of all kinds (e.g., early-mid stage & mature)
  • Analyze historical and projected financial performance of HSNi and targeted investment / acquisition targets
  • Prepare comprehensive valuation analyses on targets and HSNi
  • Prepare comprehensive comparative company analyses on targets and HSNi
  • Compile thoughtful, comprehensive industry analysis and identify key trends with implications on HSNi
  • Assess optimal financing structures and financial impact on HSNi
  • Translate analysis into clear, concise verbiage and presentations
  • Mentor, train, and assist Corporate Strategy and M&A intern(s)

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Financial analyses including valuation, pro forma merger scenarios, cash flow and liquidity analyses, returns analyses, etc. through development of detailed financial and operating models
  • Manage the due diligence process for acquisitions and investments including reviewing and analyzing information received
  • Draft of board memos and presentations to senior management as part of transactions and strategic reviews
  • Close interaction with Time Warner divisions and business units (including Tax, Accounting, Legal, Treasury and Investor Relations) on transactions
  • Competitive benchmarking analyses including research and internal data gathering - Monitoring trends in the media sector including peer performance

Director, Bpe Mergers Acquisitions Resume Examples & Samples

  • Develops and manages an HR MA program management structure to drive integration success, minimize execution risks and drive efficiencies
  • Assess organizational, people and HR functional implications of a deal and assists with developing the HR approach and initial strategy
  • Identifies and engages HR resources to conduct due diligence, assigning roles and responsibilities appropriately
  • Informs and engages appropriate stakeholders regarding the deal
  • Identifies potential employment and HR program risks and liabilities to the business
  • Develops and executes detailed HR work stream integration plans
  • Manages and executes project integration plans to achieve End State including transitioning staff members to company benefits, payroll, policies, etc., onboarding, developing processes and training in partnership with HR Business Partners to ensure a successful transfer of capabilities and achievement of desired business objectives
  • Supporting the broader enterprise-wide integration efforts, including change management, organization design, and workforce transition
  • Reduces variation from processes so that simplification is obtained and operational efficiencies are gained
  • Creates clearly defined and mutually agreeable success metrics for each new system or process and establishes a plan to track, monitor, and measure the success of those metrics
  • Uses a methodical yet collaborative approach to each project by: 1) Measuring the process and questioning the capability and quality, 2) Defining the problem statement, 3) Performing a gap analysis between the customers expectation and current process performance, 4) Standardizing solutions around best practices, and 5) Repeating the steps for continuous improvement
  • Develops repeatable, and thus scalable, plans and processes in order to speed time to market and improve operational efficiency
  • Interacts closely with a matrixed cross-functional team (both field and corporate) in order to secure alignment and solution excellence
  • Fosters an environment of empowerment, openness, inclusion, and objectivity all while striving to deliver solutions that benefit the entire organization
  • Works with our HR counterparts and identifies plans for change management, communication, and training needs
  • Responsible for all commitments within assigned organization and dependencies across the department
  • Generally requires 10+ years related experience
  • Expert project management skills
  • Ability to build partnerships with executive level leadership, mid-level managers, and front-line employees
  • A solid understanding of Mergers, Acquisitions and Divestitures
  • Strong negotiation, conflict resolution, influencing, and stakeholder management skills
  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
  • Strong oral and written communication skills as well
  • Highly effective presentation skills
  • Strong skills in Excel, MS Project, Visio and PowerPoint
  • Understanding of all HR disciplines, including the HR business partner role, organization development, compensation, benefits, talent acquisition, and operations is preferred but not required

Global Revenue Mergers & Acquisitions Deal Lead Resume Examples & Samples

  • Lead the entire acquisition lifecycle for Cisco’s Global Revenue team from due diligence through integration
  • Review and document revenue related contracts in accordance with US GAAP
  • Solve challenging problems and design new operational processes as it relates to the integration of the acquired entity into Cisco
  • Collaborate with a broad set of business partners including Corporate Development Finance, Sales and Sales Finance, Business Unit Finance, etc
  • Drive ongoing internal process improvement
  • Bachelor’s degree (required) with minimum 8 years of related work experience, at least 3-5 years in a technical revenue capacity
  • Strong technical knowledge of ASC 605 (formerly SAB 104 & EITF 00-21) and ASC 985-605 (formerly SOP 97-2)
  • Solid communication skills including the ability to explain complex revenue subject matter to non-accounting/finance business partners
  • Big 4 audit experience and CPA required
  • Ability to build trust and strong relationships with business partners
  • Ability to problem solve within a fast-moving environment with limited information a must
  • Skilled in the interpretation of revenue recognition accounting pronouncements as well as applicability to specific transactions in the context of a large US high-tech public company
  • Ability to effectively partner cross-functionally with finance and non-finance organizations (including but not limited to Sales, Sales Finance, Deals Desk, customer advocacy, legal, business units/technology groups) in providing revenue recognition input
  • High degree of partnering skills: Personal integrity; drive for results; forward thinker; performance-oriented, proactive and cross functional thinker
  • Strong and effective communications across multiple levels of the Company and across multiple functional organizations
  • Ability to participate / leverage cross-functional and global teams

Financial Analyst Wpr Mergers & Acquisitions Resume Examples & Samples

  • Support activities related to Mergers and Acquisitions and WPR ensuring allocation alignment and facility integration activities
  • Support activities related Office of the Chairman and CEO, including John Chambers, Gary Moore, Rob Lloyd such as Cloud initiative, Corporate donations and other initiatives
  • Enabling the Annual Budget and Quarterly Commit submissions
  • Driving the monthly/quarterly Financial Review processes
  • Review PRs ensuring it aligns to budgeted spend
  • Engage with business partners in process mapping and improvements which may involve other cross functional finance teams
  • Ensuring the financial processes align with GAAP principles, in applicable areas like
  • Lease Accounting, Fixed Assets , Corporate donations
  • Be able to support ad hoc projects
  • Very strong business partnering skills, with ability to influence and drive positive spending behavior
  • Strong financial analytical skills in managing budgets and month end process
  • Ability to take assigned projects and tasks from conception to completion
  • To be a team player and at the same time take lead in appraising on financial acumen
  • Ability to deep dive and at the same time work effectively under time management
  • Skilled in Excel, and in-house tools like Hyperion Fetch, Planit
  • Ability to work in a “virtual” organization and cross functional team
  • Accounting knowledge
  • Skilled in Business Objects

Mgr, Mergers & Acquisitions Resume Examples & Samples

  • Create and maintain a pipeline of organizations for acquisition
  • Provide target screening & pre-deal assessment/valuation
  • Perform financial Due Diligence
  • Liaise with internal stakeholders and external due diligence teams (legal/financial)
  • Assist in the negotiation of the principal legal documents of the acquisition
  • Undertake risk analysis
  • Develop post-merger integration plan
  • Business Development
  • Commerical and Industry Relations
  • Facilities
  • General Management
  • Operations
  • Quality
  • Supply Chain Management

Ibd Mergers & Acquisitions Administrative Assistant Resume Examples & Samples

  • Provides administrative support in a complex team environment to a senior group or Executive
  • Coordinates complex, senior-level internal/ external meetings and conference calls
  • Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
  • Supports internal and external managers or clients
  • Responds and follows up on client requests
  • Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
  • Coordinates a high volume of domestic and international travel arrangements and processes expense reports
  • Maintains understanding of firm policies and handles certain issues independently
  • Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
  • Requires excellent interpersonal and communication skills
  • Ability to maintain high standards despite pressing deadlines
  • Ability to solve problems quickly and efficiently
  • Strong knowledge of general business, corporate and government cultures
  • Ability to handle highly sensitive, confidential and non-routine information
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Demonstrated dependability and sense of urgency about getting results
  • Demonstrates high degree of integrity and confidentiality
  • Comfortable working with people at all organizational levels
  • Comfortable working in a sometimes hectic, high pressure environment
  • Ability to display a consistent, professional degree of communication
  • Ability to work well under pressure, adapt to unexpected events, and prioritize and multi- task in a deadline driven environment
  • Must be able to prioritize a variety of time-sensitive tasks
  • Must have excellent judgment; independent thinker and resourceful
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook
  • Team player with a positive attitude
  • Highest degree of integrity, professionalism, diplomacy and discretion required
  • Prefer 5+ years of experience

Senior Mergers & Acquisitions Corporate Attorney Resume Examples & Samples

  • Negotiating and drafting corporate agreements
  • Negotiating and drafting documents related to complex business transactions
  • Advising clients on cross border transactions
  • Advising clients on general corporate governance matters
  • At least six years of substantive firm experience
  • Top academic credentials and writing skills
  • Experience in mergers and acquisitions and healthcare, venture capital and/or private equity
  • Sophisticated experience

Senior Financial Analyst Mergers & Acquisitions Resume Examples & Samples

  • Valuation, due diligence, pricing analysis for targeted businesses
  • Compiling and analysis of data from companies
  • Financial forecasting
  • Projections on revenue, expenses, and profitability
  • Communication with executive leaders on risks involved

Associate, Mergers & Acquisitions Resume Examples & Samples

  • MBA + >one year of experience or Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics) + three of Ibanking experience
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
  • Exceptional critical thinking and problem solving ability
  • Excellent organization, communication and research skills
  • Strong team player; motivated self-starter
  • Desire to be part of close-knit group operating in an intensive environment
  • Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)
  • MBA, MA in Accounting, CFA, CPA, JD or equivalent
  • 3+ years investment banking experience in an industry group
  • Previous investment banking experience. Series 7/79 & 63 (within six months of employment)
  • Financial modeling
  • Analytical acumen
  • Analyzing and synthesizing data
  • Strong communication skills (verbal and written)
  • Team player with competitive drive to win

Internship Mergers & Acquisitions Resume Examples & Samples

  • Market and company research
  • Financial analysis and valuation of companies
  • Conceptual tasks
  • As possible output of your work: presentation to the board or top management, focusing on the company within its competitive environment, its operational and financial performance and outlook, its valuation and finally a strategic recommendation for Bertelsmann

Mergers & Acquisitions Resume Examples & Samples

  • Assurance of M&A transition and integration management within WWSS
  • Partner with the Corporate development and other M&A team leaders to integrate businesses and enhance for unique situations
  • Create and maintain detailed M&A transition plans, working with the Integration Management Office to create the WWSS M&A Playbook and assess status of each transition with a view to maximizing readiness; learn from current activity to improve playbook requirements, due diligence and to increase success of future M&A activity. Provide bi-weekly summary to management with status on deliverables and dependencies and recommendations in alignment with Sales and Services
  • Support in data analysis e.g. customer install base, customer migration plans, channel transition etc. that adds value to the overall plan
  • Track and analyze Sales & Services GTM success metrics with a Global Sales and Services M&A dashboard/scorecard and escalate any deviation from established plan
  • Manage the plan to on-board existing acquired sales, technical support teams and partners to drive continued billing and revenue flow short and long term
  • Participate in the validation of the initial strategy and provide constructive feedback around potential internal and external issues
  • Collaborate with Learning to provide the right content, tools and levels of training to create new M&A product experts (sales, and technical support)
  • Assist in supporting relationships with acquired Customers and potential Channel partners
  • Strong focus on internal and external awareness around the GTM strategy of acquired businesses
  • Prepare reports as needed for management requests
  • BS/BA required
  • 8+ years experience in business planning, project management, sales operations, channel management
  • Excellent understanding of our market space, including key business issues and marketing trends
  • Excellent communication skills and confidence in working with a broad range of colleagues and executives
  • Ability to work and lead change cross-functionally
  • Presentation, Communication, understanding of audience and concise provision of value-added information
  • Attention to detail and recognizing of potential risks
  • Strategic thinking & stong analytic skills

VP-mergers & Acquisitions Resume Examples & Samples

  • Master’s degree in Business Administration, Finance, Economics, Accounting, Mathematics or related field or foreign equivalent and at least three (3) years of investment banking experience within a Mergers and Acquisitions group providing strategic advice to and executing strategic transactions for U.S. and multinational corporate clients
  • Series 79 and 63 licensing required
  • Preference for background to include accounting and law

Mergers & Acquisitions Director Resume Examples & Samples

  • Sourcing acquisition opportunities
  • Valuation, including DCF, comparable transaction, comparable trading
  • Development of presentation materials for executives and board of directors discussions
  • Maintaining comparable transactions database
  • Managing integration activities
  • Developing and maintaining industry relationships with emerging education companies
  • BA/BS Degree in Business or Finance
  • 5+ business experience with minimum of 2 years investment banking experience
  • Professional demeanor and ability to effectively communicate with senior leaders and external counterparts
  • Strong work ethic including attention to detail
  • Strong excel and PowerPoint skills
  • Strong ability to build collaborative internal and external business relationships
  • Strong analytical skills; ability to think creatively about problem solving and opportunity evaluation
  • Possesses a solid understanding of Company's markets, products, players, and technologies
  • Team player with the ability to build consensus across various internal and external stakeholders
  • Proactive approach to responsibilities
  • Ability to manage multiple competing priorities
  • Outstanding financial modeling skills

Senior Consultant, Mergers & Acquisitions Resume Examples & Samples

  • Contribute to strong client relationships through interactions with client personnel
  • Participate in industry research / market mapping to assist in identifying potential acquisition targets – for both private equity investors and corporate strategic buyers: and leading companies that should be targeted by the firm as potential clients
  • Be involved in financial modelling
  • Prepare business development / marketing documents including presentations and pitch books
  • Prepare key selling documents
  • Understand engagement as it relates to client’s business
  • Assume responsibility for certain components of engagements
  • Contribute to engagement planning and ensure that deliverables meet the project timetable
  • A degree qualification and approximately 2-3 years of related work experience within a large organisation
  • An efficient use of research databases
  • Excellent interpersonal and relationship-building skills
  • A dedication to teamwork

Executive Assistant, Mergers & Acquisitions Resume Examples & Samples

  • Handle heavy phone call volume – answer calls with proper phone etiquette, screen and redirect calls and manage incoming inquires. Relay messages in a timely manner and have the ability to prioritize urgent and competing messages
  • Manage and maintain frequently changing calendars via Outlook, including detailed meeting and appointment scheduling, coordination of departmental meetings, cross-functional meetings and cross-divisional meetings. Handle all logistics associated with in-person meetings, conference calls, webinars, appointments, and/or conferences; reserve conference room(s) and coordinate any meeting needs
  • Assist with meeting preparation – accurately preparing meeting materials and correspondence, testing technology (webinar, video-conference, etc.), confirming conference room availability and tidiness, ordering meals as needed
  • Greet external visitors and escort guests to meeting location
  • Arrange and confirm complex travel arrangements, both international and domestic; adjust and update travel itinerary as needed, in a timely manner
  • Prepare, submit and track expense reports; ensure reports are consistent and within company policies and completed in a timely manner
  • Manage and update contact information for the M&A team, senior executives and other key clients
  • Create, format and edit documents in Word, Excel and PowerPoint
  • Assist in various ad-hoc projects as needed
  • Highly proficient in Microsoft Office, including Outlook, Word, PowerPoint, and Excel
  • Knowledge of Concur is a plus
  • Excellent verbal and written communication skills, including ability to draft correspondence with minimal direction
  • Exceptional interpersonal skills and strong team orientation
  • Excellent and professional phone etiquette
  • Ability to interact with senior-level and C-suite executives professionally
  • Expert in multi-tasking, organizing, and prioritizing a must
  • Strong attention to detail and follow-up skills
  • Ability to maintain confidentiality and discretion for highly sensitive information
  • Excellent judgment and demonstrated problem solving capabilities
  • Willingness to learn, take initiative, and adapt to new responsibilities
  • Flexibility to work overtime, as requested/needed
  • Takes initiative, anticipates the needs of the team and adapts to new responsibilities
  • Ability to build strong networks and relationships across Time Warner

Associate Director, Mergers & Acquisitions Resume Examples & Samples

  • At least 5 years experience in executing M&A transactions
  • A high level of commercial acumen and strong financial analytical skills
  • Ability to build relationships internally and externally which will assist you in creating opportunities for our clients
  • Have strong communication skills and be able to work within a team environment
  • A desire to perform at the highest level and develop your career
  • Tertiary qualifications in Finance, Commerce or similar disciplines

Mergers & Acquisitions Professional Resume Examples & Samples

  • Active involvement in client interaction at a senior level
  • Help buyers or sellers manage the transaction process from beginning to end
  • Analyse company financial statements
  • Peparing pitch documents, market analyses, information memorandums, management presentations, datarooms,.
  • Manage a team

VP, Mergers & Acquisitions, Europe Resume Examples & Samples

  • Lead day-to-day execution of transactions
  • Provide sector teams with M&A support
  • Support senior members of M&A team
  • Proactively identify operational risks/ control deficiencies in the business
  • Review and comply with Firm Policies applicable to your business activities
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. Failure to do so may subject you to disciplinary action, up to and including termination
  • Lead day-to-day execution of M&A transactions, including: developing deal structure, leading day-to-day client interaction, managing project responsibilities and deliverables, developing financial and strategic advice, overall project management
  • Developing existing client relationships and continuing to build client network to assist in deal origination
  • Developing valuation and strategic advice and proposals for clients across a broad range of sectors
  • Provide sector teams with M&A support on pitches, on-going client matters and deal execution
  • Mentoring and support of junior members of the M&A and sector teams
  • Proactively identify operational risks / control deficiencies in the business
  • Undergraduate university degree
  • Solid experience in investment banking / financial advisory
  • Strong public and private M&A transaction experience across both buy-side and sell-side
  • Committed to a career in M&A
  • Team player as you will be working across a variety of sector groups and expected to manage junior bankers in both a developmental and strategic sense

BA&S Associate Partner Mergers & Acquisitions Resume Examples & Samples

  • Work with IBM Account Partners to establish account-specific programs to position M&A integration services to address specific Client M&A activity
  • Provide thought leadership around M&A integration services combined with deep hands-on experience
  • Work with CFO organization of external clients to develop finance vision and blueprints around M&A aligned to the Client's strategy
  • Work closely with clients to align market needs with M&A integration services in conjunction with organizational redesign, operating model and shared services optimization solutions
  • Drive business case and deliverable development through to execution, measurement and benefits realization
  • Be accountable for the delivery and success of M&A integration service engagements and Service Line financials
  • Develop and maintain key CFO relationships at clients to generate and build business
  • Identify and lead new business opportunities, within existing and new accounts, creatively participating in the development of sales and related solutions
  • Provide overall leadership in the quality and execution of consulting engagements
  • Manage multiple, complex sales and delivery engagements simultaneously, oversee large program teams, and collaborate cross-functionally
  • Estimate complex program/projects - from a solution, resource needs, and budget perspective
  • Be a proven communicator with the ability to motivate teams (both internal and external) and build alignment around goals and objectives
  • Establish strong, trusted relationship with clients to understand needs and provide guidance and leadership for M&A integrations solutions
  • Bring knowledge and expertise of finance transformation related to mergers and acquisitions as well as industry knowledge
  • Serve as an integral team member of the BA&S Distribution Leadership team

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Executing and supporting the origination of M&A transactions including public and private sell-sides, buy-sides, etc
  • Building and maintaining complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading and transaction analyses
  • Analyzing companies in the industry and working directly with the coverage team
  • Drafting pitch books, selling memoranda and management presentations
  • Managing several projects at once and working effectively as an individual and as part of a team
  • Recent MBA graduate
  • Experience in M&A investment banking preferred
  • Strong quantitative/analytical skills
  • Track record of superior performance in extracurricular and professional activities
  • Ability to learn quickly and take on new responsibilities
  • Mastery of software applications, primarily Excel and PowerPoint

Analyst Mergers & Acquisitions Resume Examples & Samples

  • Gathering and analyzing financial and operating information related to companies in diverse sectors
  • Gathering market data to analyze trends and help value companies and transactions
  • Creating, drafting and taking ownership of presentations and other documents to be used for internal purposes or at client meetings
  • Undergraduate education with strong academic standing- Bachelor of Arts in Economics / Finance is a plus
  • Strong analytical and modeling skills
  • Fluent in English is required
  • Commitment to deliver the highest quality work product; strong attention to detail
  • Knowledge of accounting and financial concepts; ability to analyze and value businesses
  • Ability to effectively prioritize and handle multiple tasks under tight deadlines
  • Strong team player able to work effectively individually and in a team environment
  • A positive, highly motivated attitude with strong leadership and management qualities
  • Demonstrate best in class professional integrity
  • Proactive and positive, self motivated and goal oriented
  • Strong work ethic and demonstrated commitment to excellence

Associate, Mergers & Acquisitions Resume Examples & Samples

  • 3 – 5 years of previous corporate accounting/finance/investment banking experience combined with completion of an MBA, CA and/or CFA, is preferred
  • Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames
  • Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including financial modelling
  • Well-developed verbal and written communication skills and ability to effectively distill and succinctly communicate the results and implications of complex analyses to internal and client representatives
  • In-depth knowledge and understanding of accounting principles relating to financial statement preparation and business combinations
  • Excellent interpersonal and presentation skills, to actively participate in developing and maintaining productive internal and external relationships
  • Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client deliverables and timelines
  • Ability to mentor and train junior professionals

Director, Mergers & Acquisitions Resume Examples & Samples

  • 5-7 years of previous investment banking or corporate finance experience, preferably with direct Mergers & Acquisitions experience
  • MBA, CA and/or CFA is preferred
  • Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming high levels of responsibility for assignments to be completed within short time frames
  • Well-developed analytical skills evidenced by an ability to define what drives outcomes, to surface potential alternative hypotheses and to test alternatives using insightful analysis
  • Well-developed written and verbal communication skills and ability to effectively distill and succinctly communicate the results and implications of complex analyses to internal and client representatives
  • Well-developed presentation skills evidenced by ability to be a focused, confident and persuasive presenter
  • Well-developed interpersonal, teamwork and relationship building skills in order to develop, manage and leverage relationships with clients, and internal and/or external business partners
  • Detailed working knowledge of the financial markets to assess impact of market conditions
  • Working knowledge of all related securities rules and regulatory requirements in order to either advise clients effectively
  • Strong technical skills as it relates to basic computer applications (Excel, Word, PowerPoint), industry technology (Bloomberg) and applicable software
  • Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC Capital Markets

Advisor Mergers & Acquisitions Resume Examples & Samples

  • Works with verticals, geographies and industries to identify and research potential global acquisitions, divestitures, mergers, joint ventures and related strategic transactions in support of corporate strategy. Performs evaluations including company analysis, market and industry analysis, impact to the business model and evaluation of commercial strategy and operational execution
  • Performs and/or leads due diligence activities to ensure the consistency of information provided by potential acquisition targets. Performs integrated revenue and expense analysis and projections. Coordinates efforts and collaborates with multiple functional teams such as Financial, Legal, Human Resources, Sales and Operations to ensure a comprehensive understanding of the business, risks and opportunities
  • Analyzes and develops financial models for business valuations to support decision making. Identifies trends and developments in competitive environments and presents findings to management
  • Identifies risks and issues related to integration planning, timeliness and functional areas. Formulates mitigation plans for integration. Works with integration team involving representatives from across the organization
  • Interacts and collaborates with senior internal and external functional personnel on significant matters in converting strategic interest intent into the identification, engagement, diligence and execution of transactions. Prepares and presents management findings that clearly articulate deal aspects. Participates in negotiations as appropriate
  • Bachelor's degree in business administration, finance, economics or related field preferred
  • Ten or more years experience in financial analysis, strategic planning, corporate development, analytical or related role
  • Experience working with a global organization of size, scope and complexity
  • Experience working with technology and/or services intensive business
  • Experience working with industry services and offerings as well as emerging markets
  • Experience working with international best market practices and global trends in represented entity
  • Experience working with government contracting and associated accounting requirements (as appropriate)
  • Strong analytical and quantitative skills to frame analysis, identify insights from complex data and synthesize how those insights might impact business strategy
  • Strong problem solving skills to identify, structure, analyze and develop actionable recommendations
  • Strong communication skills to deliver clearly complex information, issues and recommendations
  • Strong interpersonal and influence skills to cultivate relationships and interact across all levels within and outside of the corporation
  • Ability to work effectively in teams, across geographies; communicate ideas clearly and confidently, articulate issues and recommend solutions
  • Ability to formulate insights around complex business problems
  • Ability to manage multiple concurrent projects
  • Analytical orientation with ability to develop and use metrics to make business case and align to corporate strategy

CIB Investment Banking Mergers & Acquisitions VP Resume Examples & Samples

  • Transaction execution: manage due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
  • Lead on presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
  • Key topics/areas of focus: Inversions (impact of new rules), Public offers, Defence, Activism, Break-fee and reverse break & regulatory fees, Post-offer squeeze-out mechanisms, Treatment of convertibles in public offers, walk-away rights, Reverse take-overs, Dual-listed stock structures and JV governance and exit mechanism
  • Leading analysts and associates and performing quality control on their work will also be part of the role, as will be liaising with other corporate finance / capital markets teams within the bank
  • Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
  • Significant Investment Banking experience (ALF, ECM, IB coverage, etc.)
  • Proficient in mainstream IT investment banking / capital market software (Bloomberg, Datastream, Dealogic…)
  • Strong interest and focus on deal execution
  • Solid communication and project management skills
  • In-depth understanding of investment banking products is preferable (can be enhanced and further built via training)
  • Experience in dealing with clients and other transactional advisers is preferable (can be enhanced and further built via training)
  • Strong team player
  • Proficient in MS office applications

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Conducting research and analysis to support the team in evaluating potential acquisitions, investments and other strategic growth opportunities
  • Managing the due diligence process for acquisitions and investments including reviewing and analyzing information received
  • Drafting of board memos and presentations to senior management as part of transactions and strategic reviews
  • Close interaction with Time Warner divisions and business units (including tax, accounting, legal, treasury and investor relations) on transactions
  • Competitive benchmarking analyses including research and internal data gathering
  • Monitoring trends in the media sector including peer performance
  • Evaluating past investments and acquisitions
  • Potential travels (domestic and international) to attend internal or external meetings

Mergers & Acquisitions Lawyer Resume Examples & Samples

  • Admission to practice law in Hong Kong, US, England or other common law jurisdictions
  • At least 6-8 years post-qualification experience in M&A
  • Candidates with good working knowledge of public takeover regimes in Asia will be viewed favourably
  • Candidates with relevant in-house experience with comparable banking institutions will be viewed favourably
  • Fluent in English and Chinese, both written and oral
  • Ability to read simplified Chinese is essential Ability to “own” projects, take initiative, and ability to find solutions that balance legal and commercial requirements
  • Strong drafting, negotiation and legal analytical skills
  • Able to communicate well and work in a cross-functional team to achieve common goals
  • Ability to build strong relationships with key stakeholders including Investment Banking professionals, risk and control functions as well as external counsel
  • Ability to identify and escalate issues timely and appropriately
  • Ability to work under pressure, prioritize and respond to business needs and goals

VP-mergers & Acquisitions Resume Examples & Samples

  • Participate in substantial day-to-day deal/engagement execution
  • Build long-term relationships with clients and prospects
  • Developing new ideas for client activity
  • Work independently, producing high quality work
  • Invest expertise to further develop Associates professionally
  • Interest in active calling in conjunction with senior bankers
  • Very strong financial modeling/valuation and analytical skills
  • Hands on, roll-up your sleeves mentality
  • Strong organizational, communication and leadership skills

Corporate Mergers & Acquisitions Resume Examples & Samples

  • Strong financial analysis skills, experience in the execution of M&A transactions, knowledge of the Financial Services industry, strong project management and interpersonal skills, negotiation skills preferred.   
  • Minimum 3+ years of experience in investment banking in M&A transactions or Financial Institutions Group; 6+ years of overall experience in the finance industry
  • Financial Services Experience, highly desirable
  • Bachelor's degree required, Master’s in Business Administration, or similar Finance degree preferred

Management Consulting Mergers & Acquisitions Senior Associate Resume Examples & Samples

  • Leading teams that foster a productive teamwork environment, as well as coaching staff including providing timely meaningful written and verbal feedback
  • Participating actively in client or management discussions to gather data and understand issues
  • Managing and conducting quantitative and qualitative analyses of complex dat

Associate, Mid-market Mergers & Acquisitions Resume Examples & Samples

  • Corporate Finance Division Lines of Business
  • BMO Capital Markets
  • BMO Wealth
  • Personal & Commercial Client Group Partners
  • Corporate Audit
  • Business Acumen (in-depth)
  • Business Valuation (in-depth)
  • Conflict Management & Resolution (in-depth)
  • Consulting (in-depth)
  • Environmental Understanding (in-depth)
  • Financial Understanding (in-depth)
  • Negotiation (in-depth)
  • Problem Solving (in-depth)
  • Relationship Management (in-depth)
  • Risk Management (in-depth)
  • Sales & Service Processes (in-depth)
  • University undergraduate business degree with an outstanding level of academic achievement
  • CA, CMA, CBV, MBA or CFA designation are considered a strong asset, but not essential
  • 3 to 5 years related business experience with at least 2 years of M&A experience with a relevant boutique M&A advisory firm, a Financial Advisory group within a large national or multinational accounting firm or within an M&A division of an Investment Banking Group
  • Knowledge of and experience in sophisticated financial analysis and evaluation techniques including discounted cash flow analysis, leveraged buyout analysis, comparable trading analysis, and comparable precedent transaction analysis
  • Broad M&A business and/or industry knowledge
  • Well- developed relationship management skills
  • Must be highly proficient in analyzing complex financial information
  • Understanding and demonstrated knowledge of public and private equity markets
  • Strong interpersonal and communication skills, both written and verbal, in order to deal effectively with both internal and external customers
  • PC skills including PowerPoint, Word and Excel (high level of fluency required)
  • Understanding of Capital IQ, is required. Knowledge of other industry databases is preferred
  • Must have a good and demonstrated understanding of lending and financing principles to assist in M&A advisory assignments
  • Must be able to work independently, on a number of concurrent transactions and with limited high-level direction
  • Exposure to a wide variety of industries and types of transactions
  • Business acumen
  • Superior project management skills
  • Mature and self-confident; able to defend own point of view, able to sell
  • Ambitious, self-starter; high energy level and action-oriented
  • Naturally curious, interested in others
  • Creative lateral thinker with superior intellect
  • Committed to achieving established goals

Management Consulting Mergers & Acquisitions Director Resume Examples & Samples

  • Building solid and collaborative relationships with team members, foster a productive teamwork environment, lead teams to generate a vision, leverage diverse views, and help develop and grow team members throughout the course of every engagement
  • Managing and delivering significant business results that reflects strategic and creative thinking, individual initiative and the following abilities
  • Communicating complex material effectively in written and oral formats to various audiences

Senior Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Conducts analysis on prospects for profitable organizational growth including analysis of expansion activities (investments, acquisitions, corporate alliances, etc.), new revenue sources
  • Leads and conducts analysis on new lines of business which includes performing primary and secondary research that supports comparison of options, building competitive landscape scenarios, and performing ROI analysis
  • Continually tracks the digital/mobile landscape, creating proposals for new or existing digital products that align with Tronc business strategy and creating actionable recommendations to review with management
  • Develops benchmarks and ongoing monthly reporting to measure progress of initiatives
  • Approaches projects methodically, surfacing both quantitative and qualitative factors related to potential partnerships
  • Summarizes and presents results to cross-functional teams
  • Negotiates complex contracts with legal and financial implications as well as structuring and closing business development deals
  • Bachelor’s degree required in a business related field and an MBA is preferred
  • Must have five years to seven years of business development, corporate development and/or analytic experience
  • Must be a self-starter with ability and confidence to determine best course to analyze and model results for initiatives
  • Must possess strong relationship-building skills, both with external partners and internal stakeholders
  • Able to work effectively under pressure
  • Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
  • A critical thinker who can quickly evaluate and analyze companies and financial information
  • Excellent analytical and quantitative skills, as well as strong writing and communication skills
  • Strong working knowledge of Excel, Word and PowerPoint
  • Ability to work effectively with senior professionals in an engagement team
  • Ability to master new tasks quickly
  • Demonstrated commitment to obtaining outstanding results

Mergers & Acquisitions Tax Manager Resume Examples & Samples

  • Tax consulting and planning--e.g. analyzing proposed transactions for unusual tax risks for undetermined tax benefits
  • Strategy formulation and financial modeling--e.g. performing financial analyses to assess the tax consequences of specific transactions
  • Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises, including Subchapter C corporations, partnerships, consolidated groups, corporate bankruptcies and insolvencies, tax efficient structuring and use of debt, the reorganization provisions of the Internal Revenue Code, and technical writing and reviewing of opinion letters and memoranda
  • Identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; and,
  • Leading teams: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback

Mergers & Acquisitions Tax Director Resume Examples & Samples

  • Transaction structuring for tax issues and corporate restructuring--e.g. advising clients on tax-efficient restructuring
  • Due diligence--e.g. interpreting complex legislative and regulatory actions relating to corporate and partnership transactions, assisting clients with regulatory and legislative initiatives, and preparing for client review submission requests for private letter rulings and technical advice from the IRS; and,
  • Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises, emphasizing Subchapter C corporations, partnerships, consolidated groups, corporate bankruptcies and insolvencies, tax efficient structuring and use of debt, the reorganization provisions of the Internal Revenue Code, and technical writing and reviewing of opinion letters and memoranda

Senior Legal Counsel Mergers & Acquisitions & Strategic Transactions Resume Examples & Samples

  • Provide expert legal, transactional, structuring, strategic and tactical advice and counsel to Scotiabank’s senior executive management team, each of its principal business lines, its strategic transactions and review team and various key support functions in connection with domestic and international M&A Transactions with a view to the Bank's values and objectives and an awareness of the need to minimize reputational, legal, financial and regulatory risk
  • Provide sophisticated advice and counsel to Scotiabank’s senior executive management team and its business lines with respect to complex commercial arrangements, financial advisory mandates, commercial disputes and regulatory matters
  • Negotiate contractual terms and protections with CEOs, CFOs, CLOs and other senior executive officers of transactional counterparties, senior partners at leading law firms in Canada, the United States and internationally and prominent investment bankers at leading global investment banks
  • Make strategically important decisions in the context of a demanding, time sensitive, often hostile and complex transactional environment, including with respect to deal strategy and tactics, transactional terms and conditions and legal and structural significance, which have the potential to significantly impact Scotiabank’s position
  • Review, draft and negotiate complex legal documentation that protects Scotiabank’s interests and has the potential to generate significant revenue and avoid significant financial loss
  • Perform complex evaluations of acquisition candidates in high volume due diligence exercises to identify and assess legal, commercial and reputational risks and contingencies that impact valuation, pricing, the ability to complete a transaction and ensure Bank objectives are met
  • Lead sell-side transactions involving Scotiabank subsidiaries and assets (including portfolio sales)
  • Conduct complex, highly sophisticated legal research and analysis in connection with M&A Transactions and commercial arrangements
  • Engage, direct and manage teams of external legal counsel, which often include specialists in the areas of corporate/commercial, securities, regulatory, competition, tax, real estate, employment and labor, pensions and benefits, intellectual property, litigation and information technology
  • Develop and maintain subject matter expertise in multiple jurisdictions in the complex fields of mergers and acquisitions, corporate and commercial law and other specialty areas relevant to Scotiabank’s M&A Transactions
  • Assist with the settlement and resolution of legal disputes relating to M&A Transactions and advisory mandates
  • Improve transactional efficiencies and ensure significant cost savings by taking on the major responsibilities of drafting and negotiating transactional documentation, internalizing the initial stages of a transaction process and creating sophisticated template transactional documents
  • Provide strong team leadership to motivate and develop individual and team performance of direct report and external advisory teams

Analyst Mergers & Acquisitions Resume Examples & Samples

  • A bachelor's degree and 1-2 years of related work experience
  • An excellent working knowledge of Excel to develop financial models
  • The ability to manage multiple tasks simultaneously
  • A willingness and ability to travel as necessary

Senior Consultant Mergers & Acquisitions Resume Examples & Samples

  • Assist corporates and financial investors in managing a M&A process from deal sourcing through final closing
  • Assist in drafting all transaction documentation such as proposals, teaser, information memorandum, management presentation
  • Assist in identifying a long list of potential buyers
  • Assist in developing a business model in order to make a valuation of the company
  • Be involved in M&A processes, MBOs, mergers from A to Z
  • Assist in giving financial advice to clients

Mergers & Acquisitions Consulting Leader Resume Examples & Samples

  • Establish relationships from an existing network of contacts; build new PE and other business relationships
  • Develop opportunities for Aon from relationships
  • Work with and assist originators in establishing relationships and developing opportunities
  • Be viewed as a thought leader; proven credibility both externally and internally
  • Communicate and capture the value that Aon brings to clients
  • Prepare proposals, white papers, articles, etc. and make presentations to clients
  • Provide ongoing relationship management oversight to private equity clients
  • Manage and/or mentor more junior AMAS staff
  • Travel required
  • Minimum five years related insurance experience or five years legal, accounting, or consulting experience
  • Understanding of financial statements
  • Ability to perform under pressure and manage multiple priorities

Director, Mergers & Acquisitions Resume Examples & Samples

  • Works closely with GE Digital’s Global Head/VP M&A Strategy, members of the BD team and leadership teams to execute M&A activities aligned to the vision, strategy and business plan in pursuit of deals and partnerships
  • Develops revenue modeling and financial risk analysis of business opportunities and manages business performance metrics
  • Executes M&A initiatives in close partnership with the Global Head of M&A and Digital leadership team members, including sourcing, diligence, and transaction execution
  • Provides regular presentations in various company forums
  • Previous experience in M&A, business development, and corporate development, primarily with technology companies that provides the knowledge, skills, and abilities to perform the job (comparable to 10+ years) or equivalent and relevant combination of education, training, & experience
  • Bachelor’s Degree Economics, Finance or MBA strongly preferred
  • Successful track record as a corporate development professional,

Director, HR Mergers & Acquisitions Resume Examples & Samples

  • Partner with the sponsoring business HR Business Partner, Business Development and the Integration team on all M&A deals as it relates to diligence, integration planning, execution, and transition
  • Work across HR and cross functional partners to create and manage project plans including acquisition milestones and activities (from due diligence, offers, employee on-boarding, and integration transition)
  • Develop strong relationships with acquired teams and founders
  • Lead HR due diligence to manage assessment of target company’s HR policies, practices, benefits, and culture, mitigate deal risks, and document findings to track integration actions
  • Partner with Recruiting and HRBPs on talent assessment as it relates to headcount, compensation, job mapping, offers, workforce planning, and org structure
  • Drive engagements with HR of the newly acquired employees in understanding how their business fits into the broader GED, how to work within a matrixed organization, operating rhythm/calendar, and what resources are available to them to help them learn more about GE Digital’s culture
  • Identify employee immigration and global mobility needs of target company and work with appropriate teams to initiate visas and/or relocation
  • Lead functional plan development consistent with the overall integration strategy; create team awareness of cross-functional interdependencies; establish prioritization for plan execution to minimize disruption of integration activities on the ability to sustain business operations
  • Works with global HR partners and Legal to ensure integration plans are delivered consistently across the globe and in compliance with regional and local processes and policies
  • Oversee Day 1 planning and on-boarding for acquired teams, collaborating with IT, O&TD, and HR Ops to provide a world class employee experience
  • Work with cross functional partners to manage post-close transition related to payroll, benefits, recruiting, compliance, learning and development, culture, and performance management
  • Understand systems workflows to maintain updates required for new entities, cost centers, locations, and orgs
  • Create and lead scalable HR processes and tool improvements related to diligence, planning, and playbook in conjunction with process owners and key stakeholders
  • Manage HR related post-close integration activities in coordination with Business Development, Integration office, aligned HRBP’s, and business sponsors
  • Partner with HRBP team to monitor and analyze data related to performance, retention, and satisfaction of M&A hires and propose recommendations as required to aligned HRBP’s and leadership
  • Master’s Degree in Human Resources, Business Administration or related field with 6 years’ progressive HR experience OR Bachelor's Degree in Human Resources, Business Administration or related field with 8 years’ progressive HR experience
  • At least 6 years of total HR experience and 3 years in a HR M&A leadership role, including full lifecycle (due diligence to integration) management of M&A deals from an HR perspective
  • At least 3 years direct or indirect management of HR teams
  • Experience working on complex, cross-functional projects with multiple stakeholders
  • Experience with organization design and workforce planning
  • Experience analyzing and editing M&A-related contracts from an HR/people perspective strongly preferred
  • Demonstrated capability to influence HR and business leaders
  • Willingness to travel internationally (up to 40% travel required)
  • Ability to be available at off hours during heavy deal execution times and travel at short notice as there may be unpredictable travel requirements at times, dictated by the location of the deals

Managing Director, Mergers & Acquisitions Resume Examples & Samples

  • Develop inorganic growth strategy to identify and select acquisition targets, serving on due diligence teams to evaluate acquisition and partnership opportunities
  • Conduct competitive analysis and benchmark the competition
  • Team with GE Power business leaders to establish Return-on-Investment estimates and team with marketing experts to establish go-to-market strategies
  • Identify white-space opportunities and lead planning efforts for GE Power’s entry into new spaces
  • Team with consultants to bring the latest insights and strategies to GE Power Digital Solutions’ team
  • Research regulatory factors and assess industry impact
  • Lead target and disposal valuation process (cash flow, asset base, comparables, etc.) including definition of purchase price, 10-year business plan, and identification of synergies and structure of the deal
  • Evaluate and structure deals, lead acquisition or disposition process including internal opportunity review, due diligence process, contract negotiation, and early identification of integration issues
  • Identify networking activity within Investment Banks, Advisor, Private Equity Funds, Consultants, and other Industrial Players in the segments
  • Serve as advisor to key GE Power leaders & businesses
  • Deliver an executable market landscape for inorganic activity
  • Help deliver on top tier acquisition candidates and built a successful pipeline of opportunities
  • Build a strong network across energy related VCs and financial arms and potential companies
  • Bachelor's Degree from an accredited university or college; MBA highly desirable
  • Minimum 10 years of software industry related experience, with more than 5 years with responsibility for strategy
  • Due diligence experience pertaining to software related mergers or acquisitions
  • Demonstrated ability to strategically lead businesses into new market areas
  • Demonstrated experience in B2B software applications
  • Demonstrated leadership in business communications and strategy
  • Detailed understanding and experience of Mergers and Acquisitions (M&A) processes
  • Significant deal / project management expertise
  • Bachelor’s Degree in Engineering, Finance, Economics or Business Administration
  • Master's Degree in Business Administration or Finance
  • Detailed understanding and experience in analytical analysis
  • Ability to work in a cross-functional environment and lead multiple teams
  • GE Corporate Audit Staff or Financial Management Program graduate
  • Strong financial acumen
  • Strong oral and written communications and presentation skills
  • Strong interpersonal and project leadership skills

Mergers & Acquisitions VP Resume Examples & Samples

  • Assist in managing and executing M&A and corporate finance advisory assignments
  • Advise clients on strategies for the acquisition, disposition, and recapitalization of businesses
  • Ensure the delivery of quality transaction services and client support
  • Minimum of five (5) years of progressive experience in professional corporate finance advisory functions, investment banking, commercial banking, consulting, and/or public accounting with some supervisory experience
  • Proven commitment to continuous learning in order to stay current with M&A and corporate finance transaction strategies
  • Capable of providing direction and leadership in order to build a strong team environment

Mergers & Acquisitions Tax Director Resume Examples & Samples

  • Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete M&A Tax consulting projects in a wide variety of industries to a diverse client base, including financial sponsors and strategic buyers and sellers;; market, sell, design, and implement tax-planning strategies to both new and existing Firm clients and manage all financial aspects of projects, including budgeting, invoicing and collection
  • Develop relationships with the Firm’s senior-level client serving professionals both in the candidate’s local office and in other offices throughout the region; ability to work closely with the Firm’s Transaction Advisory Services professionals, as well as colleagues in the Firm’s other tax, audit and advisory service lines
  • Manage, develop, train, and mentor M&A Tax staff on tax projects and assess performance for engagement and year-end reviews, including staff that may be located in other offices
  • Work effectively with national M&A Tax Services team in all aspects of practice development and leadership, including proficiency in change management
  • Bachelor's degree in Accounting. CPA, Masters in Taxation or JD
  • A minimum of eight years of progressive federal tax consulting experience, as well as some amount of business entity tax compliance experience in public accounting or a combination of corporate and public accounting experience

OCM Mergers & Acquisitions Senior Manager Resume Examples & Samples

  • Provide service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement
  • Lead and contribute to business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc
  • Lead and contribute to practice development initiatives including culture building, internal community involvement, eminence, recruiting, whitepapers, etc
  • Minimum of eight (8) years’ relevant experience, including change management initiatives, organizational design and development, learning solutions, talent solutions, technical adoption, and/or sales force effectiveness

Referral IT Mergers & Acquisitions Resume Examples & Samples

  • A willingness to travel 80 - 100% of the time (Monday – Thursday / Friday)
  • 3+ years of relevant industry or consulting experience
  • 1+ years of team lead experience
  • Experience driving a client team
  • Flexibility to adapt to changing strategies and plans
  • Independence and ability to make strategic decisions
  • 2 years of experience in one or more technology disciplines (Oracle, SAP, IT strategy, application portfolio management/rationalization, project portfolio management, IT governance)
  • Must have participated in one or more M&A projects that included IT Infrastructure, data center migration, IT Cost Reduction, application rationalization, or project portfolio management
  • Bachelor’s Degree or 4 years equivalent professional experience

Tax Senior Associate Mergers & Acquisitions Resume Examples & Samples

  • Work with and assist other senior members of the M&A Tax practice with various technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companies
  • Develop, motivate, and train team members
  • Minimum of 3 years' experience in federal tax M&A experience at a public accounting firm

VP, Mergers & Acquisitions Resume Examples & Samples

  • Transaction origination including building a robust pipeline that aligns to the strategy and the firm’s ambition
  • Creating and nurturing relationships with the key targets so that ERM is positioned to negotiate a bi-lateral agreement with those targets that are of greatest interest
  • Developing the investment case for the Board (and/or a sub-set of the Board) to consider each potential transaction including the preparation of the documents required to approve and fund the acquisitions
  • Management of the execution of transactions, including in some cases, the official management of the due diligence process through to the successful negotiation of the Sale & Purchase Agreement (and ancillary agreements)
  • Involvement in the preparation and planning for the Integration program as a bridge from the due diligence phase
  • Representing ERM at select industry events in a manner that promotes the brand of the company and supports the ongoing development of the transaction pipeline
  • Proven track record in Mergers & Acquisitions over 12+ years
  • Knowledge of the industry and markets that are relevant to ERM is preferred
  • Excellent engagement and communication abilities

Director, Mergers & Acquisitions Resume Examples & Samples

  • 5-7 years of post-MBA transaction execution experience either in corporate development / M&A department of a corporation, or an investment bank or similar financial services institution
  • Private equity experience also applicable
  • Work within a management consulting firm's M&A/Corporate development practice that specializes in the transaction process, as well as identification and analysis, would be appropriate
  • Demonstrated leadership skills in managing all facets of a deal with minimal oversight from more senior team members; ability to drive results for multiple projects in parallel
  • Collaborative individual with prior experience leading large and cross-functional teams
  • Strong quantitative and analytical skills; effective verbal and written communication
  • Experience in building trust with and influencing senior-level stakeholders
  • Expertise in screening and analyzing potential opportunities for strategic fit and conducting business due diligence
  • Food and/or beverage experience, as well as related consumer products background is preferred, but company will consider exceptional candidates with relevant skill sets from other industries
  • Upward mobility to help PepsiCo build a world-class senior finance executive bench
  • MBA from top Business School highly preferred
  • Must be willing and able to travel 25% of the time

CIB Investment Banking Mergers & Acquisitions Resume Examples & Samples

  • Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources
  • Perform full valuation analyses, including DCF, trading comparables, precedent transactions and LBO analyses
  • Prepare and review complex financial analyses, including transaction impact analyses such as earnings accretion/dilution and value creation
  • Participate in day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Manage due diligence processes, including preparing virtual data rooms, tracking and coordinating the information flow, and reviewing and analyzing company information
  • Prepare descriptive memorandums, management presentations, Board presentations and other materials for use in M&A transactions or strategic client dialog
  • Monitor and evaluate current events related to the client, its industry or the transaction
  • Bachelors' degree from a leading university
  • At least 1-2 full years of experience in Investment Banking at the Analyst level. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
  • Knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
  • Experience analyzing company financials
  • Ability to conduct thorough, independent research

Transaction Director, Mergers & Acquisitions Resume Examples & Samples

  • Negotiation of deal documents including letter of intents, purchase agreements, operating agreements, management services agreements, medical director agreements and leases related to acquisitions, joint ventures and divestitures
  • Coordinate internal review across multiple functions including legal, compliance, finance, accounting and field operations
  • Support operations team with growth strategy development/execution
  • Collaborate with Senior Financial Analyst to evaluate target companies, oversee due diligence teams, and create internal and external deal presentations
  • A comprehensive benefits package designed to enhance your health, your financial well-being and your future
  • At least 5 years experience in managing (as the primary responsible party) and negotiating acquisitions and joint ventures
  • Prefer prior experience in investment banking, private equity, corporate development or related field
  • Health Care industry experience preferred, but not required
  • MBA from a top-ranked school

VP, Corp Finance, Mergers / Acquisitions Resume Examples & Samples

  • Work with the Leadership Team to develop corporate and business level strategies which will be used as the basis for M&A strategy
  • Develop new market initiatives, assess new markets and analyze business opportunities
  • Conduct financial feasibility studies and develop proposals for new business opportunities
  • Negotiate corporate and business development transactions including M&A, partnerships and licenses
  • Conduct due diligence on corporate capabilities, distribution/marketing channels, and strengths and weaknesses to provide strategic insights and recommendations
  • Lead all the due diligence efforts with respect to mergers and acquisitions
  • Synthesize and articulate key findings as appropriate for sales, operations, finance, product development and executive audiences
  • Build a case for and make recommendations for taking a strategic or acquisitive position
  • Conduct business analyses and manage content creation for corporate strategy presentations and board packages
  • Negotiate and finalize capital and lending transactions at favorable terms to the business
  • 15+ years of experience delivering management-level analyses and opinions/recommendations to senior executives
  • Extensive experience conducting detailed market research
  • Strong healthcare services background with understanding of market segments and industry-standard operational metrics
  • M&A experience
  • Experience with valuation methodologies
  • Capable of building cross-functional relationships
  • Familiarity with navigating and gathering data from data service providers, annual reports and SEC filings
  • Strong MS Excel skills
  • Able to deliver accurate results in short time frames
  • Desire for continuous learning and development

Senior M&A Associate Senior Mergers & Acquisitions Associate Resume Examples & Samples

  • Minimum of 4+ years comparable work experience in Investment Banking, Private Equity, Transaction Advisory, or Corporate Development
  • Comprehensive understanding and application of valuation methodologies and financial statement analysis
  • Comprehensive understanding and application of M&A due diligence
  • Willingness to work extended hours, including evenings and weekends
  • CFA and/or CPA designations
  • Healthcare experience

Mergers & Acquisitions Managing Director Resume Examples & Samples

  • Maintaining relationships with local advisors and business owners
  • Coordinating marketing campaigns on behalf of clients
  • Facilitating the M&A process by working with clients and their other advisors
  • 5 – 10+ years of M&A experience in the lower middle or middle markets
  • Existing industry relationships
  • Exceptional work ethic that can accommodate a demanding profession
  • General understanding of business operations
  • 4-year degree from an accredited university
  • M&A Advisory experience with specific industry focus
  • Open to relocation to Kansas City

Mergers & Acquisitions Consultant Resume Examples & Samples

  • Project management of due diligence projects, including drafting and coordinating of deliverables across LOBs to ensure delivery of client reports in a timely manner and within budget
  • Project management within the context of a client’s Project Management Office to establish, maintain and improve client project infrastructure
  • SME guidance and delivery based on prior work experience for M&A practice including assisting senior consultants with content delivery, and providing regulatory and market trends/tool updates to the M&A team and clients
  • Assistance with transition of projects to LOBs if Mercer awarded on-going work
  • Coordination of LOB consultants to deliver on subject matter expertise, when appropriate
  • All levels: Four year college degree or equivalent
  • 3 - 7 years in LOB consulting with client interaction Corporate / Private Equity M&A, and project management experience strongly preferred
  • Experience is one factor to be considered in hiring and promotion decisions. Education, knowledge, skills and abilities, past performance and market demand will also be considered. The following are general guidelines and will not restrict or require any specific hiring or promotion decision
  • Underwriting of group insurance plans including the ability to conduct/oversee cost projections for complex and/or larger clients. Ideally, underwriting experience needs to include exposure to spin-offs and consolidation of companies
  • Developing and reviewing IBNR calculations
  • Developing and analyzing specific financial calculations including the calculation of plan liabilities, asset calculations and trust statement reviews in client situations of pension plan design change, change in benefit formula or assumptions and other special projects
  • Calculating individual benefit calculations, reviewing plan documents, producing employee benefit statements and filing annual government reports
  • Reviewing and analyzing US and non-US health & welfare and / or retirement plans
  • Leading broad based compensation projects, such as salary grade review and development, sales compensation incentive design, market compensation benchmarking
  • Developing and valuing executive long term incentive plans, valuing potential equity payouts triggered by change in control rules, analyzing severance plans
  • Leading HR Operations (e.g. HR Service design and delivery) implementation projects

Mergers & Acquisitions Senior Associate Resume Examples & Samples

  • Actively participate in business development efforts by representing Baker Tilly Capital at business and community functions in order expand client relationships
  • Minimum of three to five years of progressive experience in professional corporate finance advisory functions, investment banking, commercial banking, consulting, and/or public accounting with some supervisory experience
  • Strong financial modeling, financial analysis, and business valuation experience
  • Demonstrated analytical, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills (Word, Excel, PowerPoint)
  • Ability to maintain a flexible work schedule as projects dictate

Director, Mergers & Acquisitions Resume Examples & Samples

  • MBA, MD, JD or other advanced degree preferred
  • At least 10 years of relevant business experience in the biopharmaceutical industry with 5 or more years of experience in M&A or business development
  • Significant deal sheet in sourcing, managing and executing complex M&A/business development transactions
  • Strong analytical, communication and leadership skills
  • Ability to communicate effectively with senior management
  • Proven ability to lead multiple projects efficiently and with a high degree of independence and high attention to detail
  • Consistently delivers on commitments in a timely manner
  • Demonstrated ability to effectively communicate ideas and lead others to accomplish challenging goals and objectives
  • Experience working with both internal and external multidisciplinary teams customers
  • Can-do attitude and ability to work in a highly matrixed and dynamic business environment including ability to interact and communicate to senior level executives
  • 1602000

Mergers & Acquisitions IV Resume Examples & Samples

  • Primary responsibility is valuation modeling for acquisitions, divestitures and joint ventures, including preparation of the following analysis
  • Demonstrates depth and/or breadth of expertise in own specialized discipline or field
  • Communicates difficult concepts and negotiates with others to adopt a different point of view

Mergers & Acquisitions Tax Manager / Director Resume Examples & Samples

  • JD in Accounting
  • 6+ years of experience with Mergers and Acquisitions
  • Corporate, International, Partnership Research and Planning Tax knowledge
  • Ability to multitask
  • Proficiency with computer platforms and applications

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Demonstrated ability to see a project and/or process through from start to finish, maintaining timelines and agreed upon commitments
  • Demonstrated success in presenting detailed financial models and deal summary presentations
  • Sound financial analysis and knowledge to anticipate and answer questions appropriately
  • Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively
  • Strong track record of building and maintaining solid relationships with internal and external customers and vendors
  • Self-motivated, able to work independently to complete tasks and respond to department requests and to collaborate with others to utilize their resources and knowledge to identify high quality solutions
  • Minimum of four years of experience in business, finance, or M&A
  • Minimum of two years of working knowledge of all aspects of the wireless tower industry, including knowledge of tower sites, construction, engineering, zoning, tenant and ground leases, and environmental/FAA/FCC compliance

Mergers & Acquisitions Marketing Director Resume Examples & Samples

  • Prepare marketing due diligence on the acquired company to ensure capture of pre-signing material items that may impact a transaction
  • Collaborate with Oracle and acquired company C-level executives to create clear, concise, and strategic positioning in a comprehensive announcement bill of materials
  • Planning, execution and distribution of all acquisition announcement and employee communications and activities
  • Review and approval of acquired company’s internal and external communications
  • Build initial marketing operating budget and plan for acquired company as a part of Oracle
  • Performance assessment of acquired company personnel to recommend marketing mapping resources and align positions to Oracle LOB
  • Establish a cadence of employee communications post announcement to ensure that acquired employees are communicated to by Oracle and acquired company management and HR
  • Work in concert with several LOBs to draft instructions for employee on boarding covering IT, HR trainings, and Procurement
  • Develop and manage execution of marketing integration and business plans
  • Lead complete integration of Marketing programs, systems, operations and personnel
  • Extremely strong verbal, written and graphical communication skills
  • Experience working with cross LOBs and C-level executives
  • Ability to communicate clearly and concisely, both orally and in writing
  • Exceptional organizational skills with high degree of attention to detail
  • Knowledge of marketing processes and systems

Associate‚ Mergers & Acquisitions Resume Examples & Samples

  • Preparing financial models and analytical support for merger & acquisitions, restructuring & special situations, and transaction opinion deal teams
  • Drafting situation analyses, pitch materials, information memoranda, investor presentations and term sheets
  • Ensuring quality of client deliverables by having strong attention to detail
  • Mentoring and developing junior staff

Analyst‚ Mergers & Acquisitions Resume Examples & Samples

  • Build detailed financial models, incorporating operational and cash flow forecasts
  • Draft teasers, information memorandums and other marketing documents
  • Manage transaction logistics, including: update documents, administer data rooms, organize calls/meetings

Associate Director Mergers & Acquisitions Resume Examples & Samples

  • Create financial evaluation models consisting of valuation metrics(NPV, IRR, value split, risk adjustment, etc.) EPS impacts, synergy analysis and capital structure financing
  • Partner with sales and marketing, research, supply chain, tax, treasury, legal and accounting to develop and validate assumptions and options
  • Present financial evaluation analysis, options and recommendations to senior management
  • Structure and help negotiate term sheets and execute final agreements
  • Conduct financial and business due diligence on companies and products
  • Perform market research to analyse industry trends and identify and evaluate potential development opportunities
  • Recruit, develop and mentor high performance staff

Mergers & Acquisitions Tax Manager Resume Examples & Samples

  • Develop relationships with the firm’s senior client serving professionals in different lines of business to drive firm growth by introducing the breadth of the services the firm has to offer its existing and new clients
  • Develop and maintain new business and client relationships, both with existing Firm clients and new clients
  • Manage, develop, train, and mentor M&A tax staff on tax projects and assess their performance for on the engagement by providing timely feedback at the end of each engagement
  • Work effectively with our Washington National M&A tax services team in providing state-of-the art tax thought leadership
  • A minimum of five years of progressive federal tax consulting experience, as well as some amount of business entity tax compliance, experience in public accounting or a combination of corporate and public accounting experience a plus
  • Outstanding, proven experience in working effectively in a team environment, including all aspects of staff development, which may include team members in other offices
  • Computer expertise including knowledge of tax software and technology, including spreadsheet modeling

IT Mergers & Acquisitions Resume Examples & Samples

  • Must have participated in one or more M&A projects focused on an IT work stream including IT Infrastructure separation, data center migration, application integration/ separation/ rationalization, IT synergies/cost reduction
  • Clear understanding and experience with IT economics including critical financial measures such as CF, ROI, TCO, etc
  • 10+ years of relevant consulting or industry experience
  • 4+ years of experience managing large technology engagements
  • Ability to articulate leading business issues and trends, including the associated technology implications within one or more industries
  • Strong program management skills with experience managing complex and business critical programs
  • Demonstrated experience in business process improvement, leveraging information and technology
  • Ability to work independently and manage complex teams
  • Strong oral and written communication skills, including presentation skills
  • A willingness to travel 80 - 100% of the time (Monday – Thursday/Friday)

Senior Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Excellent interpersonal skills and the ability to communicate, verbally and through written means, and interact with others effectively
  • Minimum 3 years’ experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation and the analysis and reporting of financial data
  • Sound and practical business judgment as well as common sense
  • Comfort in identifying, prioritizing, and solving problems
  • Strong writing and presentation skills and attention to detail, organizational skills, and a commitment to quality
  • Ability to prioritize tasks, think clearly under pressure, meet tight deadlines, and thrive with minimal supervision in a fast-pace environment
  • Ability to communicate effectively with cross-functional teams (e.g. HR, IT and Finance)
  • Bachelor’s degree in Business, or a related field from a leading institution as an asset
  • Minimum of 3 years’ experience with cross-functional integration management, with demonstrated leadership skills
  • Functional experience in two or more areas (e.g., Accounting/Finance, HR, IT, Operations)
  • Working knowledge of the M&A lifecycle and integration methodology
  • Proficient with Microsoft Office applications
  • Ability to create project plans, process maps, business correspondence, and management reports

Corporate Counsel, Mergers & Acquisitions Resume Examples & Samples

  • Advise S&N businesses on M&A transactions and manage M&A transaction processes
  • Perform or oversee due diligence investigations and reviews of businesses being considered for transactions in order to obtain an understanding of relevant operations and risks
  • Provide legal advice and support to S&N’s corporate functions as requested
  • Manage and supervise outside counsel as necessary, ensuring clarity of instruction and efficiency on cost management
  • As requested, support commercial legal operations from time to time, including commercial contracts, sales, marketing, and promotional activities
  • Participatein implementation of Legal Department strategy, administration, and improvement initiatives as appropriate
  • Act as liaison to Company Secretariat

Mergers & Acquisitions Officer Resume Examples & Samples

  • Extensive knowledge of M&A practices, including corporate M&A, private equity, due diligence, post deal integration
  • Knowledge of tax consulting and planning, transaction structuring, restructuring, strategy formulation and financial modeling
  • Strong record of leading and completing successful transactions
  • Strategic thinker with intellectual curiosity; has creative insight and ability to develop new ideas beyond already analyzed options
  • Strong process, project and change management experience
  • Ability to influence while building trust and consensus among multiple stakeholders/cross functional teams with competing interests
  • Business acumen-ability to bridge business considerations and their financial/organizational implications
  • Adept at developing and sustaining deep client relationships using networking, negotiation and persuasion skills
  • MBA or other advanced degree preferred
  • 10+ years in M&A transaction and assimilation experience either in Corporate Development, Investment Banking, Consulting, Insurance or Financial Services Firm
  • Experience in problem solving and negotiating with C-Level Executives
  • Top-notch corporate finance knowledge and prior hands-on experience in transaction execution and documentation

Corporate Mergers & Acquisitions Legal Counsel Resume Examples & Samples

  • JD degree from top tier law school and membership in at least one state bar in the U.S
  • Minimum 4 years of relevant Corporate, M&A legal experience
  • Relevant experience at a top-tier law firm required; in house experience is a plus
  • Meets local legal license requirements
  • Advanced experience leading multiple, highly complex, strategic, specialty law projects, issues, and transactions
  • Awareness of how to operate successfully in the international legal environment
  • Advanced skills in negotiating or advising external and internal organizations on highly complex, high impact legal matters
  • Excellent presentation, facilitation, networking and influence skills
  • Proactive and effective communicator of valuable information to clients and colleagues

Tax-mergers & Acquisitions Resume Examples & Samples

  • BCom Honours, H(Dip) Tax
  • CA (SA)
  • MCom (Tax)
  • 4-6 years’ experience in a Corporate Tax and/or M&A Tax environment
  • Tax accrual reviews and Tax Due Diligence Reviews experience
  • Tax Structuring experience
  • Excellent report writing skills
  • Good excel skills

Mergers & Acquisitions Director Resume Examples & Samples

  • Execution of specific transactions (Acquisitions or Strategic Ventures), from target identification through valuation, engagement and negotiation strategy, structuring, and post-closing support
  • Thinking critically, bridging strategy and goals to actionable transaction opportunities
  • Developing detailed and complex financial analysis
  • Leading cross-functional teams comprised of both corporate and operating staff
  • Communicate often complex matters simply and coherently both up and down the organization
  • Take action and willingness to make decisions and drive to closure is necessary to be successful
  • 10 years Corporate Finance leadership experience
  • Financial theory, modeling and analysis skills
  • Some experience in M&A activity
  • Lead engagements that include strategic, financial and organizational analysis, development and evaluation of investment cases
  • Support development of optimal operating models (concept of operations) for investments that reduces risk to LMC
  • Lead the team responsible for due diligence, valuation, ownership contribution and implementation strategy for investments
  • Lead negotiator for Lockheed Martin transactions
  • Work with other corporate partners in the law and HR departments
  • Support post-investment performance monitoring
  • Stay current with accounting and tax considerations, and trends both industry and geographic specific

Mergers & Acquisitions Associate Resume Examples & Samples

  • Understanding various facets of mergers, acquisitions and/or divestiture transactions
  • Assisting clients in the performance of transactional financial analyses, leveraging technology and business process and systems knowledge, for example carve-out financial statements, proforma deal financial statements, account reconciliations, etc
  • Developing pre- and post-merger supply chain performance analytics, for example e.g. redundant parts analysis, demand planning, etc
  • Operational metrics, including customer and product portfolios to maximize go-forward revenue and growth opportunities
  • Formulation of pragmatic data solutions to solve client problems or issues
  • Assistance and participation in client or management discussions to gather data and understand issues
  • Performance and conduct of data analysis to support business processes, financial reporting, internal or external audit procedures. Demonstrates some proven ability to write, communicate, facilitate, and present cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates some proven abilities and/or success with programming and data mining in one or more of the following technology platforms: Oracle Analytics, MS SQL-Server, MS Access, as well as the Microsoft suite of applications such as Excel, Word, PowerPoint, Visio, and Project

Senior Financial Analyst Mergers & Acquisitions Resume Examples & Samples

  • Evaluate potential business alliances, acquisitions and divestitures from a strategic and financial standpoint
  • Lead the development and presentation of financial analyses to senior management
  • Monitor and analyze competitor and target companies. Assess competing companies as well as products/services as they relate to the Baxter portfolio
  • Work with Business Development, Strategy and the Franchise teams to identify and analyze new market opportunities and assess the financial implications to Hospital Products
  • Assist in the management of due diligence activities and secure internal and external resources and information necessary to assess potential transactions
  • Provide critical review of financial assumptions, integrity of model application and results of assessments done by others
  • Good career progression opportunity to Manager M&A role
  • Strong analytical, critical thinking and problem solving capabilities
  • Working knowledge of PC applications; expert in Microsoft Excel; high proficiency in Microsoft PowerPoint
  • Strong presentation skills
  • Ability to contribute ideas to address business issues
  • Knowledge of external healthcare business environment and understanding of competitive landscape
  • Ability to work effectively in a matrixed organization with a high degree of autonomy
  • Comfortable in dealing with ambiguity and shifting priorities
  • Some experience and knowledge of GAAP accounting principles is helpful
  • Undergraduate degree in Accounting or Finance required. MBA a plus
  • 1 to 4 years of financial experience

VP-mergers & Acquisitions Resume Examples & Samples

  • Excellent oral and written communication skills, presentation and organizational skills
  • Prefer 8-10 years’ experience in role within M&A group of either Corporate or Professional Services organization
  • Experience in strategy, business development, finance and financial modeling
  • Experience managing senior level professionals and peers

Mergers & Acquisitions Senior Resume Examples & Samples

  • Strong academic background, including a Bachelor’s or Master’s degree in Business, Finance, Economics or other related field. Corporate finance related a course taken is a plus
  • Two or three years of related work experience in a similar institution active in transactions
  • Demonstrated aptitude for quantitative and qualitative analysis
  • Knowledge of M&A transactions and the trends in the market
  • Knowledge in general M&A scope and documentation such as information memorandum, teaser, valuation, due diligence process, SPA and SHA
  • Excellent problem solving, project management, facilitation and interpersonal abilities
  • Ability to work well within a team

Mergers & Acquisitions Assistant Resume Examples & Samples

  • English language skills (excellent written and verbal communication)
  • No travel restrictions
  • Preferably military service obligation completed for male candidates

Mergers & Acquisitions Long Term Intern Resume Examples & Samples

  • Able to work 4 or 5 days per week as long term intern
  • Undergraduate 4th year students or postgraduate students (Preferably Business, Finance, Economics or other related field)
  • Strong analytical, interpersonal and communication skills
  • General knowledge and understanding about the M&A environment in Turkey and the dynamics