Strategy and M&A Senior Manager, CHVAC Americas
About The Position
As Strategy and M&A Senior Manager for CHVAC Americas — Software & Controls Solutions (SCS) — you will help shape the strategic growth agenda for a major commercial HVAC platform. The role sits within Climate Solutions Americas Strategy, M&A and Integration and partners with business leaders across SCS and adjacent growth areas to identify investment, acquisition, partnership, and transformation opportunities. This high-visibility position combines strategic planning and deal leadership, from market-backed strategy and valuation through diligence, executive communication, and post-close value realization. The role builds an inorganic growth pipeline, develops business cases, supports acquisition and partnership execution, and translates long-range CHVAC priorities into actionable initiatives. The position follows a hybrid schedule of three days onsite and two days remote per week.
Requirements
- Bachelor's degree in Finance and/or Business.
- At least 8 years in corporate strategy, M&A, corporate development, investment banking, private equity, management consulting, business development, and/or strategic planning, with experience supporting transactions from thesis through execution.
Nice To Haves
- Master’s degree.
- Experience in industrial manufacturing and/or industrial controls, including equipment, automation, building technologies, field service, industrial distribution, or engineered products.
- Strong financial modeling and valuation skills, including DCF, comparable company analysis, precedent transactions, synergy modeling, and scenario analysis.
- Ability to assess strategic fit, competitive position, operating model, channel structure, margins, growth drivers, and integration complexity.
- Proven ability to lead cross-functional teams and influence stakeholders without direct authority.
- Excellent executive communication skills and ability to convert complex analysis into clear, decision-ready materials.
- Strong project management discipline and ability to manage multiple priorities under time pressure.
- Ability to travel for target meetings, site visits, diligence, and integration planning.
- Direct experience in commercial HVAC, BAS/DDC controls, industrial automation, energy services, or mechanical contracting.
- Experience with post-merger integration, synergy tracking, value creation, carve-outs, or joint ventures.
- Familiarity with CHVAC customer segments such as data centers, healthcare, education, industrial, government, and commercial office.
- Experience with tools such as SAP, Salesforce, Power BI, Datasite, Intralinks, Cyndx, or Asana.
- Comfort operating in an engineering-, product-, and channel-led organization.
Responsibilities
- Lead strategic planning and inorganic growth initiatives across SCS, translating priorities into market maps, investment themes, acquisition theses, and execution roadmaps.
- Identify, screen, and qualify M&A targets and strategic partners in building automation, controls, and adjacent industrial technologies.
- Develop investment rationales, business cases, valuation models, synergy cases, and risk assessments for leadership decision-making.
- Lead or support end-to-end M&A workstreams, including target outreach, NDAs, financial analysis, IOI/LOI preparation, diligence coordination, management presentations, and closing, in partnership with Corp Dev, Finance, Legal, Tax, HR, and IT.
- Connect M&A activity to strategic priorities including aftermarket expansion, controls growth, integrated equipment, controls and service solutions, data center growth, and go-to-market transformation.
- Synthesize market intelligence, competitive dynamics, and technology trends into strategic recommendations.
- Support post-close value realization through deal theses, synergy tracking, Day 1 priorities, and integration hand-offs.
- Build relationships with bankers, brokers, owners, and partners to expand Carrier's deal pipeline.
- Prepare executive communications, investment committee materials, and board-ready presentations.
- Guide analysts and cross-functional teams through research, valuation, diligence, and integration planning.
Benefits
- Medical, dental, and vision coverage; wellness incentives.
- Retirement benefits.
- Paid vacation days (up to 15 days), paid sick days (up to 5 days), paid personal leave (up to 5 days), and paid holidays (up to 13 days).
- Birth and adoption leave, parental leave, family and medical leave, bereavement leave, jury duty leave, and military leave.
- Purchased vacation.
- Short-term and long-term disability.
- Life insurance and Accidental Death and Dismemberment coverage.
- Health Savings Account, Health Care Spending Account, and Dependent Care Spending Account.
- Tuition assistance.
- Short-term cash incentives, subject to plan requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
