Director, M&A Integration
Immediate
Chicago, IL
The Director, M&A Integration is responsible for overall planning and oversight of the due diligence and integration process for M&A at Cresa. The Director will establish and monitor adherence to project management structures, processes, and tools across the company. Working with cross-functional teams, the Director will ensure management standards are upheld and clearly defined throughout the M&A life cycle. When M&A deals are not underway, the Director will support the FP&A and business development activities.
Responsibilities
- Design and execute comprehensive integration plans for M&A.
- Serve as a key facilitator and driver of the due diligence, integration planning, and integration execution process of strategic initiatives company.
- Develop and implement integration strategies, timelines, and plans to ensure a successful and seamless transition of acquired companies into the organization.
- Partner closely with corporate teams, such as finance, legal, HR, and IT, to ensure timely and comprehensive execution against M&A work plans.
- Assist in the integration of sales and pipeline management systems and processes.
- Identify and problem-solve to mitigate risks and issues relating to due diligence and integration.
- Conduct thorough financial and operational due diligence on potential M&A targets and provide recommendations to leadership on integration feasibility.
- Collaborate with the corporate development team to inform deal underwriting with expected operating synergies and integration costs.
- Track and manage transaction synergies across the business.
- Prepare timely status reports, ensuring data accuracy and timely input from workstreams.
- Develop program management best practice process and tools to facilitate risk assessment, change control process, due diligence and integration of all M&A.
- Develop and maintain processes to track progress of M&A and high-value recruited producers against approved pro forma.
- Monitor and report on progress toward deal earnouts and performance incentives.
- Promote culture of integration and collaboration.
- Work with FP&A lead to provide assistance in other matters.
Qualifications
- Demonstrated success with cross-functional collaboration
- Demonstrated ability to accomplish goals through influence
- Exceptions program management skills
- Strong financial acumen
- Excellent interpersonal, written, and verbal communication skills
Experience & Education
- Bachelor’s degree
- 5+ years experience managing M&A process and deliverables
- Expertise in Microsoft 365, specifically using Excel for financial modeling and PowerPoint for executive presentations, as well as program management tools
Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.