M&A Supervisor, Integration and Separation

RSM US LLP • Washington, DC

7d

About The Position

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. 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.

Requirements

• Bachelor's degree; MBA or Master's in business, finance, accounting, or a technical field is a plus.
• 4+ 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.
• 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.
• 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%.

Nice To Haves

• MBA or Master's in business, finance, accounting, or a technical field is a plus.
• Experience across a range of industries is highly desired.
• additional experience at a functional level, preferably in Finance, Human Resources, IT, or manufacturing and supply chain.

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.

Benefits

• At RSM, we offer a competitive benefits and compensation package for all our people.
• We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
• Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level