M&A Integrations & Separations Senior Associate

Senior Associate - M&A Integration and Separation

Responsibilities:

• Execute client delivery projects related to integration and separation activities, supporting clients throughout the business transaction lifecycle on both buy and sell sides.

• Participate in client strategy workshops for private equity and corporate buyers to validate deal thesis, investment objectives, and hold time objectives, ensuring activities align with client goals.

• Assist in structuring engagements with the appropriate approach and staffing for pre-close planning, post-close execution, and day-1 operational support. Collaborate with subject matter professionals to meet specialist requirements.

• Provide functional advice to clients across various business areas based on the scope of the engagement, industry, and transaction complexity.

• Evaluate TSA (Transition Service Agreement) requirements in the pre-close planning phase to identify deal perimeters and potential gaps during transaction execution. Determine necessary TSA or reverse TSA support, evaluate pricing and structure services, and plan to close operational gaps with new services, systems, people, processes, or contracts. Identify stranded costs for the sell side and manage the exit process to preserve and enhance client value.

• Assess synergy opportunities in the pre-close planning phase and manage synergy realization in the post-close phase to support full value capture and enhancement through value engineering, cost management, and opportunistic wins.

• Collaborate with internal sales and service teams and business developers to support the sales cycle and manage engagements profitably and professionally.

• Support clients with pre- and post-close transaction work, with additional experience at a functional level, preferably in Finance, Human Resources, IT, or manufacturing and supply chain.

• Demonstrate strong program management skills in technical and business consulting engagements.

Education:

• Minimum Bachelor's Degree; MBA or Master's in business, finance, accounting, or a technical field is a plus.

Qualifications:

• Bachelor's degree in business, finance, accounting, or technology.

• 2+ years of related work experience supporting clients with pre- and post-close transaction support.

• Broad expertise including working knowledge of private equity and lower, middle, and upper market businesses, both privately held and publicly traded.

• Experience across a range of industries is highly desired; industry alignment to PE is a plus but must be conversant in various business operational models.

• Strong skills in process and operating model development to support current and future state business operations.

• Excellent communication, presentation, project management, and business acumen.

• Strong writing, research, and analytical skills.

• Self-motivated with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements.

Personal Characteristics:

• A self-starter with a "hands-on," action-oriented approach to driving results.

• Able to command the respect of teams and develop people for greater success.

• Exceptional executive presence and professionalism, commanding the respect of clients and colleagues.

• Results-oriented, maintaining focus on engagement outcomes.

• Possesses the highest levels of professional and personal integrity and ethics.

• Able to support the brand promise, shared values, and characteristics of RSM.

• Willing and able to travel 50-75%.