Manager Of M&A
As the Manager of M&A, you will play a critical role in the execution of our high growth roll up of MSPs. This role is central to our expansion strategy and requires a professional with a strong background in investment banking, private equity, or corporate development. You will actively participate in all aspects of the M&A process, including financial modeling and analysis, preparation of presentations for management, and engagement with external advisors and target companies. You will lead financial modeling, due diligence, and transaction execution across a steady pipeline of acquisitions (6 closed since inception in November 2024 with 6 others currently under LOI), collaborating directly with senior leadership and portfolio company management. This is a hands-on, high-visibility role suited for individuals who thrive in fast-paced, entrepreneurial environments.
Key Responsibilities
- Development and ownership of detailed financial models, valuations, and investment analyses.
- Comprehensive due diligence on potential acquisitions, including financial, operational, and strategic assessments.
- Presentations (written and verbal) of findings and recommendations to senior leadership and external stakeholders.
- Coordination of due diligence workstreams across internal teams and external advisors (legal, accounting, HR, technology, etc.)
- Manage structured documentation and process tracking across multiple active transactions.
- Scalable KPI and analytics reporting frameworks to support portfolio company performance tracking.
- Conduct market and competitive research to inform evaluation of target companies.
- Support the integration of newly acquired companies, ensuring alignment with strategic objectives during the transition process.
- Leverage and enhance business intelligence and data visualization tools (e.g., PowerBI, Tableau, Alteryx) to improve financial and operational insights.
- Create and maintain structured diligence reports, trackers, and supporting documentation for active deals.
- Manage multiple deal processes simultaneously in a fast paced, high growth environment.
- Stay current on industry best practices and emerging trends in M&A and managed services.
Skills, Knowledge and Expertise
3-5 years of experience in private equity, accounting / financial due diligence, investment banking, management consulting, or a similar role.Expert in conducting financial statement analysis and interpreting complex financial and operational data.Excellent analytical and problem-solving skills.Exceptional attention to detail and ability to manage multiple projects simultaneously.Strong written and verbal communication skills.Ability to work collaboratively and be a team player in a team-oriented environment.Strong organizational and time management skills.Embody Shield's core values.Proficiency in Microsoft Office Suite, particularly Excel.Preferred : Bachelor's degree in Finance, Accounting, Economics, or a related field.Preferred : Familiarity with business intelligence and data visualization tools.Preferred : CPA or advanced degree in accounting.About Shield Technology Partners
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.