Opportunity is here


Mergers & Acquisitions Consultant



Morrisville, NC, USA · Winter Park, FL, USA · Worcester, MA, USA · Baton Rouge, LA, USA · Youngstown, OH, USA · Battle Creek, MI, USA · Oak Brook, IL, USA · Yuba City, CA, USA · Beaumont, TX, USA · Tuscaloosa, AL, USA · Tyler, TX, USA · upland, ca, usa · Valdosta, GA, USA · Ontario, CA, USA · Abingdon, VA, USA · Columbia, MO, USA · Concord, CA, USA · Columbus, GA, USA · Abbeville, SC, USA · Aberdeen, MS, USA · Vero Beach, FL, USA · Phoenixville, PA, USA · Pikeville, KY, USA · pine bluff, ar, usa · Pinehurst, NC, USA
Posted on Wednesday, September 20, 2023

**This role can be based in our New York office, Hybrid or Remote**

Key responsibilities are:

  • Support development of ad hoc strategic rationale for acquisitions, divestitures and partnerships with Strategy and BU leaders, including:

    • Developing and maintaining a detailed working knowledge of customer needs and of the competitive landscape

    • Acquiring a working knowledge of Legal and Regulatory key products capability, competitive strengths and functional gaps

    • Performing and coordinating necessary research and analysis activities required to assess strategic impact, risks and opportunities.

  • Oversee due diligence activities by setting up and leading the due diligence PMO function and managing functional leads and experts (including third parties) in their respective diligence processes, including:

    • Driving timely progress of entire due diligence process and managing critical path to completion

    • Scheduling and attending meetings with relevant project participants and experts.

    • Ensuring project teams have required support and materials to move toward goal achievement.

    • Identifying and escalating operational issues in a timely manner to the VP, Corporate Development M&A

    • Actively following up on issues/risks/actions, and maintaining the overall issues and risk registry

    • Performing miscellaneous job-related duties as assigned.

  • Conduct detailed discussions with internal business and functional leaders and external company management regarding operational and financial issues, risks and liabilities, integration issues & opportunities and potential synergy benefits of each transaction.

  • Lead creation of dynamic financial models related to acquisitions, divestitures and partnerships using key performance indicators (KPIs) and other variables as drivers to estimate income statements, cash-flows and balance sheets over a multi-year projection period in partnership with functional experts and business CFOs and leaders, including:

    • Carefully assessing information gathered in the comprehensive due diligence process to support projections, underlying assumptions and expected synergies.

    • Stress-testing financial models for various cases, operating scenarios, and sensitivities.

  • Assist in negotiations of commercial terms, as needed.

  • Prepare valuation models following the Wolters Kluwer Corporate M&A standards. Key analyses include Return on Invested Capital (ROIC), accretion/dilution analysis, discounted cash flow analysis, and comparable company analysis.

  • Support development of board presentations and memos


Bachelor’s degree required. MBA degree is preferred. Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) credentials are a plus.


  • 5+ years' experience of combined experience in investment banking, corporate development / M&A, public accounting (with a focus on financial analysis & due diligence) or venture investing, including hands-on analyst work as well as exposure to corporate executives, founders and board members; individuals with extensive strategy & operations experience in relevant industries and strong business and financial acumen will also be considered.

  • Minimum 3+ years of financial analysis, /financial modeling experience. Experience with accounting and strategic acumen

  • Strong and proven project management experience

  • Exposure to evaluating software businesses with cloud or subscription revenue models, ideally in the Legal and Compliance Tech industries.

  • Experience in providing detailed and accurate high-level reporting to management and board.

  • Demonstrated ability to work collaboratively with a wide range of individuals and functions at all levels of the organization.

Other Knowledge, Skills and Abilities

  • Highly structured and well-organized with strong attention to details

  • Advanced financial modeling skills and strong business-valuation expertise

  • Ability to manage complex cross-functional processes with evolving and conflicting priorities.

  • Consistently delivers on commitments in a timely manner.

  • Natural networker and builder of strong external and internal relationships

  • Dexterity with industry landscapes, assembling corporate development frameworks, and connecting efforts to strategy.

  • Excellent written and verbal communication skills

  • Team player with strong interpersonal skills and an ability to communicate clearly and persuasively.

  • Self-starter mentality with the ability to work autonomously to drive projects to completion.

  • Resilience, patience and resourcefulness in managing projects.

  • Advanced knowledge with Microsoft Excel, PowerPoint, and Word

This position requires up to 10%, mostly domestic.


Target salary range CA, CT, CO, NY, WA:: $136,800-$191,650