Director M&A
About The Position
Blue Ops Partners is a premier M&A firm serving as the most trusted partner to private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. Since 2010, we have combined deep operational expertise with cutting-edge technology and AI-driven analytics to deliver superior outcomes for our clients. Specializing in strategic FP&A advisory, operational finance, and business analytics, we partner with small to mid-sized businesses to drive financial discipline, enhance reporting accuracy, and build scalable processes that create lasting value. At Blue Ops, we're building a team of senior operators and forward-thinking professionals who use deep expertise, sharp judgment, and an active embrace of AI and new technologies to drive outsized impact for our clients. We value leaders who have already built things: client relationships, teams, track records and who now want a platform where their expertise compounds into something larger. This is a place for experienced professionals who want real ownership, strong peers to sharpen their thinking against, and a visible path into firm leadership.
Requirements
- Ability to communicate effectively internally and externally across a range of disciplines, and all levels of management.
- Ability to use data analysis to develop insights to drive client value.
- Strong interest in Technology and integration of AI focused strategies and tools.
- Capable of multi-tasking across projects and overseeing 5+ client engagements concurrently, with varying teams, scope and complexity.
- Ability to adapt on the fly, and comfortable with ambiguity.
- Ability to influence and drive consensus across all organizational functional areas.
- 10–13 years of progressive experience in transaction advisory services, financial due diligence, investment banking, private equity, or corporate development.
- Bachelor’s Degree Required - emphasis in Accounting or Finance.
- Experience leading M&A consulting projects for private equity sponsors and/or investment banks in an analytics, QoE, or management consulting capacity.
- Demonstrated track record of mentoring and developing high-performing professionals — investing in career growth, modeling client excellence, and building the next layer of leadership beneath you.
- Expert-level financial modeling, financial statement analysis, and advanced Excel fluency.
- Experience leading and developing teams across multiple concurrent engagements, with a passion for coaching, career development, and growing professionals into senior leaders.
Nice To Haves
- CPA strongly preferred.
- MBA or CFA a plus.
- Exposure to Power BI, Alteryx, or SQL a plus.
Responsibilities
- Reviews critical client deliverables.
- Champions AI and Blue Ops' proprietary analytics tools to sharpen delivery.
- Serves as a trusted advisor to PE deal teams, investment bankers, and portfolio company finance leaders.
- Builds the next generation of Blue Ops talent, mentoring Managers and Senior Managers.
- Shapes career paths.
- Models the technical excellence and client orientation that define our brand.
- Manages engagement execution (e.g. deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, team effectiveness).
- Serves as the primary point of contact for clients, addressing their concerns and providing regular updates.
- Fosters a collaborative and high-performing team environment, promoting professional growth and development and continuous improvement.
- Identifies opportunities for additional client engagements and collaborates with business development teams to expand relationships.
Benefits
- Medical insurance: three HealthPartners High Deductible Health Plan options paired with a Health Savings Account (HSA)
- Dental insurance: Principal PPO plan with 100% in-network preventive care
- Vision insurance: Principal / VSP PPO plan
- Retirement plan: 3% employer contribution regardless of employee contribution (eligible after 6 months of employment)
- Health Savings Account (HSA) paired with medical plan enrollment
- Professional development reimbursement (eligible after 6 months)
- Complimentary Datacamp access for all employees
- Tuition reimbursement for approved advanced degrees aligned with the company’s mission
- Employee referral bonus program ($2,500 per successful referral)
- Company-paid basic life insurance and Accidental Death & Dismemberment coverage ($50,000 each)
- Optional short-term and long-term disability insurance
- 3 weeks of paid time off per calendar year
- 8 paid company holidays
- Summer Fridays: early release at noon between Memorial Day and Labor Day (subject to workload and client deliverables)
- Work From Anywhere: the week of Thanksgiving, the week between Christmas and New Year’s, plus one additional flexible week per year
- Annual discretionary bonus
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What This Job Offers
Job Type
Full-time
Career Level
Senior
