Manager, M&A Transaction Advisory
About The Position
Blue Ops Partners is an M&A transaction advisory firm serving private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. The firm provides financial due diligence, Quality of Earnings, sale process support, strategic FP&A advisory, operational finance, and business analytics, using operational expertise, technology, and AI-driven analytics. The Manager owns M&A Transaction Advisory engagements end-to-end and serves as the primary client contact. The role includes scoping engagements and establishing plans, timelines, and budgets; transforming target-company financials into deal-ready analysis; leading modeling and data work; assigning team members to workstreams; monitoring project risks; reviewing client deliverables; and presenting findings and recommendations. The Manager uses AI and Blue Ops’ proprietary analytics tools and coaches Associates and Senior Associates. This is a hands-on leadership role with responsibility for client outcomes, team development, and engagement economics.
Requirements
- Strong project management skills and ability to lead multiple concurrent engagements.
- Demonstrated ability to own client relationships and serve as primary point of contact.
- Track record of coaching, developing, and giving feedback to junior team members.
- Strong financial analysis, modeling, and advanced Excel skills.
- Excellent communication skills and ability to influence at multiple organizational levels.
- Confident application of AI and emerging technologies to client work.
- Sound commercial judgment regarding engagement scope, timing, and quality.
- Ability to manage engagement economics, including deliverables, deadlines, utilization, and scope.
- Adaptability and comfort with ambiguity.
- Strong ownership and accountability for client outcomes.
- 5–10 years of progressive experience in transaction advisory, financial diligence, investment banking, private equity, corporate finance, or consulting.
- Undergraduate degree in Accounting, Finance, or a related field.
- Track record of leading client engagements from kickoff through delivery.
- Experience managing and developing professional teams.
- Experience supporting Quality of Earnings, financial diligence, or M&A transactions, particularly the data modeling and analytics behind them.
- Travel typically ranges from 5–20%, depending on engagement mix.
Nice To Haves
- CPA strongly preferred.
- CFA or MBA is a plus.
- Exposure to Power BI, Alteryx, or SQL preferred.
Responsibilities
- Own client engagements end-to-end and serve as the primary point of contact for private equity sponsors and investment banking clients.
- Scope new engagements and establish project plans, timelines, and budgets with clients and project leads.
- Lead financial modeling and data work, transforming target-company financials into deal-ready analysis.
- Assign team members to appropriate work and lead engagement teams.
- Monitor project risks and address issues before they affect engagement outcomes.
- Review client deliverables and present findings and recommendations.
- Use AI and Blue Ops’ proprietary analytics tools to support client work.
- Coach and develop Associates and Senior Associates.
- Manage engagement economics, including deliverables, deadlines, utilization, and scope.
Benefits
- Medical insurance with three HealthPartners High Deductible Health Plan options paired with a Health Savings Account.
- Dental insurance through a Principal PPO plan, with 100% in-network preventive care.
- Vision insurance through a Principal / VSP PPO plan.
- Retirement plan with a 3% employer contribution regardless of employee contribution, eligible after six months of employment.
- Health Savings Account paired with medical plan enrollment.
- Professional development reimbursement, eligible after six months of employment.
- Complimentary DataCamp access for all employees.
- Tuition reimbursement for approved advanced degrees aligned with the company’s mission.
- Employee referral bonus of $2,500 per successful referral.
- Company-paid basic life insurance and Accidental Death & Dismemberment coverage of $50,000 each.
- Optional short-term and long-term disability insurance.
- Three weeks of paid time off per calendar year.
- Eight paid company holidays.
- Summer Fridays with 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 eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
