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Private Equity Mergers & Acquisitions Strategy & Diligence Senior ManagerDeloitte • Charlotte, NC, United States
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Deloitte • Charlotte, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Private Equity M&A Strategy & Diligence Senior Manager

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. Join Deloitte as a Senior Manager in M&A Strategy & Diligence (S&D) focused on Private Equity (PE), leading fast-paced diligences from thesis to close and translating messy data into crisp, IC-ready insights. You'll drive tangible value creationcommercial and operational upside, synergy planning, and integration/carve-out readinesswhile leading high-performing teams in competitive deal environments.

Work You'll Do As a Senior Manager, you will sell, lead, and deliver complex strategic engagements that help our clients unlock value through inorganic growth and value creation. Senior Managers are expected to contribute to the firm's growth and development in a variety of ways. You will be responsible for engagement management: Partner with private equity clients as they evaluate their portfolio and engage in buy-side and sell-side inorganic opportunities Evaluate portfolio company operations to identify key business issues and deploy innovative value creation solutions Manage day-to-day interactions with executive clients and sponsors; participate in and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies Own and present project deliverables that reflect a high standard of analysis Execute on multiple projects concurrently and work with Manager-level personnel to ensure excellence in project work Manage direct on-time, quality delivery of work products Manage engagement economics and engagement risk Mentor and develop staff through informal coaching and day-to-day project interactions Improve internal processes and promote knowledge sharing in the team, by contributing to the community of practice, blogs, and other forms of market eminence Develop "point- of-view" documents, participate in public speaking events and get published in industry periodicals

The successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others

The Team Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture scenarios. Our services encompass M&A strategy and transaction diligence, integration and separation planning and execution, as well as transaction financing. Deloitte's M&A Strategy & Diligence practice supports corporate and private equity clients end-to-end across mergers, acquisitions, and divestitureshelping shape deal strategy, validate the investment thesis, and improve odds of value realization. The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. The team also provides transaction support through the deal lifecycle (e.g., pre-bid work, target identification support, structuring/financing considerations, vendor assistance/value qualification) and sell-side advisory (positioning and readiness to enhance credibility and reduce disruption).

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. Our M&A solutions and services help PE firms and their portfolio companies uncover, create, and drive value. The PE M&A S&D Team serves as strategic advisors to PE firms as they find ways to enhance investor return through specific activities such as portfolio rationalization analysis, market scans, target identification and screening/scanning, diligence on the buy and sell side, and refining portfolio company operations.

Qualifications : Required: A candidate must have 8+ years of M&A or M&A Service Delivery experience in the following areas: Leading strategy and diligence (e.g., commercial, operational, carve-out etc.) engagements for mid-market PE clients and portfolio companies Working with financial statements and complex models allowing for a strong understanding of where the numbers and data flow Providing a broad continuum of advisory services to support mergers, acquisitions, carve-outs, and partnerships including developing strategy, target scans, and commercial and operational diligence Partnering with senior executives to define how they employ M&A in alignment with their corporate strategy Setting and leading engagement objectives by defining the scope, plan, and budget Defining deliverable structure and content and facilitating buy-in of proposed strategies from top management levels at the client Mobilizing and managing multiple engagement teams / workstreams Experience either in client service or in a consultative role (e.g., Corp Dev, Business Development, or Strategy) Bachelor's degree and 8+ years in a strategy consulting practice and/or industry experience; alternatively, an MBA with 6+ years relevant work experience is acceptable Limited immigration sponsorship may be available Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: Advanced degree (MBA; PhD; JD; MD; Masters) Experience at a top strategy consulting firm or private equity / M&A Strategy boutique consulting firm Ideal candidates would have spent at least 50% of their time advising PE clients Experience with staff development and eagerness to mentor junior practitioners Strong oral and written communication skills, including presentation skills (MS PowerPoint)

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Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager • Charlotte, NC, United States

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