Deal Services Consulting Principal - Deal Advisory M&A Integration and Separation Advisory (Los Angeles)

RSM US LLP•Los Angeles, CA

5d•Hybrid

About The Position

RSM US, LLP is seeking a Principal for its Deal Services team within the Deal Advisory M&A Integration and Separation Advisory practice. The role leads client integration and separation efforts from planning through execution, coordinating professionals and services across RSM practices. The Principal manages client relationships and multiple engagements, supports onsite client projects, develops the practice’s services, and demonstrates RSM’s capabilities throughout the transaction lifecycle. The position also offers a growth path to further leadership opportunities within the practice and firm. The successful candidate will bring substantial senior-level M&A experience, a record of leading integration, separation, or restructuring work, and an established network among private equity firms and middle-market companies, including businesses operating across multiple countries. The Principal will develop business and client relationships, sell and structure engagements, lead teams and client workshops, and provide advice across functional areas according to transaction scope, industry, and complexity. The role also contributes to the evolution of the practice’s methodologies, tools, strategy, and thought leadership. RSM describes most roles as following a hybrid workstyle: team members are aligned to an RSM office and meet in person when it supports client work, teams, development, or relationship-building. Some roles may be virtual or primarily onsite depending on role requirements, team priorities, and client needs. This position requires travel three to four days per week for 40–45 weeks of the year. RSM offers a competitive benefits and compensation package; further details are provided through its total rewards information.

Requirements

10–12+ years of M&A experience, or experience focused on mergers, acquisitions, or separations in a professional services firm, providing technical advice across business functions and executing complex transaction projects.
Broad expertise and working knowledge of middle-market businesses, including private equity, privately held, or publicly traded companies.
Experience working with corporate development officers; experience in addition to private equity is a plus.
Experience across a range of industries and ability to discuss a range of business operating models.
Strong understanding of complex program management and leadership.
Ability to travel three to four days per week for 40–45 weeks of the year.
Ability to build diverse, high-performing teams with varied experience and backgrounds.
Demonstrable skills in process and operating-model development to support current and future business operations.
Strong financial capability to manage engagement financial outcomes.
Strong communication, presentation, project management, and business skills.
Strong writing, research, and analytical skills.
Self-motivation and ability to work in a dynamic, time-sensitive environment with changing requirements and deliverables.
Strong technical facilitation, analytical, and report-writing skills.
Bachelor’s degree required.
Ability to develop and inspire people throughout their careers, take a hands-on and action-oriented approach, lead by example, and drive team results.
Professionalism, executive presence, results orientation, and the ability to earn the respect of clients, colleagues, and teams.
Highest levels of professional and personal integrity and ethics, and ability to support RSM’s brand promise, shared values, strategy, and growth objectives.

Nice To Haves

Senior-level M&A leadership experience at a Big 4 consulting firm or a similarly scaled, highly recognized national consulting firm.
A proven record of ongoing performance on an M&A team over the past 10–12 years.
Experience in integrations, separations, and/or restructuring.
Significant depth of experience and an established network of private equity contacts and middle-market companies with operations in multiple countries.
Industry alignment with private equity.
Experience in TMT, Life Sciences, or demonstrated depth in another industry such as financial services or healthcare.
MBA or a master’s degree in business or a technical field.
Experience hiring, developing, growing, and leading professional teams.

Responsibilities

Support the growth and maturation of the practice and help develop a high-performing team of professionals from diverse backgrounds.
Help evolve methodologies, tools, approaches, points of view, and thought leadership for a full-service M&A offering.
Develop business through internal and external channels, sell services across the firm’s offerings, and build trust with a diverse range of clients.
Build a network of business connections inside and outside the firm to support practice and firm strategic objectives.
Develop and lead director- and manager-level engagement leaders on integration and separation engagements, using management consulting approaches and design tools to create valuable client outcomes.
Act as a trusted advisor to internal and external clients and provide direction in support of broader business objectives.
Lead client workshops for private equity and strategic corporate buyers to validate deal theses, investment objectives, and hold-time objectives.
Sell and structure engagements for pre-close planning, post-close planning, and Day 1 operational support; determine the appropriate approach and staffing, and engage subject-matter professionals for specialist requirements on buy-side and sell-side transactions.
Provide management advice across business functional areas based on engagement scope, industry, transaction complexity, and prior experience.
Lead delivery through data, insights, and thought leadership that engage teams and develop next-generation thinkers.
Guide clients and engagement teams on pre-close TSA evaluation, deal perimeter and execution gaps; identify TSA or reverse TSA requirements, evaluate pricing, structure services, and plan how to address operational gaps with services, systems, people, processes, or contracts.
Identify stranded costs for sell-side clients and manage the exit process to preserve and enhance value.
Support pre-close synergy assessment and post-close synergy management to achieve value capture and enhancement through value engineering, cost management, and growth opportunities.
Work with complex delivery lead directors and teams to support the sales cycle and manage engagements profitably and professionally.
Work with ISA and Deal Services leadership to develop and deliver annual firm- and practice-level strategy.
Hire, develop, grow, and lead professional teams, and participate in the work alongside the team.
Travel three to four days per week for 40–45 weeks of the year.