Corporate Development & Strategy Lead

This is a fully remote position, open to applicants in California.

📋 Description

• Define the company's acquisition strategy, investment criteria, and key market priorities

• Develop and sustain a focused pipeline of prospective acquisition opportunities

• Conduct market research, pinpoint potential targets, and cultivate relationships with business owners, founders, brokers, and industry contacts

• Assist in initial outreach and prepare the Co-CEO for discussions with targets

• Assess acquisition opportunities to determine their suitability for further investigation

• Create financial models that encompass company performance, valuation, transaction structure, returns, and financing scenarios

• Lead commercial due diligence and manage financial, legal, tax, technology, HR, and other due diligence workstreams

• Prepare investment analyses, executive presentations, Board materials, and transaction recommendations

• Aid in transaction structuring, financing analysis, and negotiations with sellers and lenders

• Formulate Day 1 and first-100-day integration plans for completed acquisitions

• Monitor post-close priorities, synergies, and value creation initiatives

• Oversee one or two high-priority CEO-sponsored strategic initiatives between transactions

• Develop systematic approaches to ambiguous business questions, collect information, evaluate alternatives, and generate actionable recommendations

• Drive initiatives related to channel and distribution strategy, new-market expansion, cost optimization, data and analytics, digital and customer experience, technology and AI, product or service expansion, and strategic partnerships

• Collaborate with Finance, Operations, Sales, Marketing, Technology, Product, and external advisors

• Convert complex financial and strategic analyses into concise, decision-ready recommendations

• Keep leadership updated on acquisition pipeline, transaction status, strategic initiatives, risks, and significant decisions

• Build relationships with founders, owners, executives, investors, and external stakeholders

• Manage highly confidential information with sound judgment and discretion

• Create a proactive acquisition pipeline and a repeatable acquisition evaluation process

• Facilitate the progression of active transactions through analysis, diligence, decision-making, and closing

• Provide leadership and the Board with timely transaction analyses

• Lead strategic initiatives from analysis through recommendation, pilot, implementation, or functional handoff

• Enable the Co-CEO to concentrate on relationships, negotiations, major decisions, and business operations

⛳️ Requirements

• Approximately 5+ years of experience in corporate development, investment banking, private equity, transaction advisory, management consulting, or a similar transaction-oriented environment

• Significant experience in supporting or leading acquisitions through evaluation, diligence, approval, and closing processes

• Strong skills in financial modeling, accounting, valuation, and investment analysis

• Ability to manage complex, cross-functional workstreams and external advisors

• Excellent written and verbal communication abilities, including experience in developing materials for executives, investment committees, or Boards

• Proficient in Excel and PowerPoint

• Capability to build trust and relationships with founders, business owners, senior executives, and other stakeholders

• Comfortable navigating imperfect information and transforming ambiguous issues into structured analysis and clear recommendations

• Highly motivated, intellectually curious, and capable of taking ownership without requiring significant direction

• Bachelor's degree is required

• Must reside in the United States

• Must be a US Citizen or Green Card Holder

• Must be legally authorized to work in the United States without current or future sponsorship

🏝️ Benefits

• Full-time and direct hire position

• Remote work opportunity

• Potential for expanded leadership responsibilities

• Broad exposure to the business

• Significant influence on M&A and overall growth strategy