Deal Services Consulting Partner/Principal – M&A Integration, Separations, Value Creation Advisory

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Lead integration and separation initiatives from the planning phase through to execution.

• Coordinate teams of professionals and services across various RSM practices.

• Cultivate and expand client networks by leveraging business acumen, personal connections, and sophisticated delivery skills.

• Oversee relationships and manage multiple engagements, including on-site client projects.

• Assist in developing Deal Services and Integration and Separation Advisory offerings throughout the transaction lifecycle.

• Contribute to the growth and development of a high-performing, diverse practice team.

• Enhance methodologies, tools, approaches, perspectives, and thought leadership for the comprehensive M&A services.

• Generate business through both internal and external channels and promote services across a variety of firm offerings.

• Mentor and guide director- and manager-level engagement leaders.

• Serve as a trusted advisor to both internal and external clients.

• Facilitate client workshops targeting private equity and strategic corporate buyers.

• Sell and structure pre-close planning, post-close planning, and Day 1 operational support engagements.

• Provide management guidance across functional business areas based on the engagement scope, industry, and complexity of transactions.

• Oversee TSA evaluations, identify deal perimeter gaps, assess pricing, and structure TSA or reverse-TSA services.

• Develop strategies to close operational gaps with new services, systems, personnel, processes, or contracts.

• Identify stranded costs and manage exit processes on the sell-side.

• Assist in synergy assessments and post-close synergy realization through value engineering, cost management, and identifying growth opportunities.

• Support the sales cycle while ensuring that engagements are managed profitably.

• Formulate and implement annual firm- and practice-level strategies in collaboration with ISA and Deal Services leadership.

⛳️ Requirements

• 10-12+ years of experience in M&A, focusing on mergers, acquisitions, separations, or value creation within a professional services firm environment.

• Extensive knowledge of middle market business, including private equity, privately held, or publicly traded companies.

• Experience across various industries; alignment with private equity is a plus.

• Preferred background in TMT, Life Sciences, financial services, healthcare, or other demonstrated industry depth.

• Strong grasp of complex program management and leadership principles.

• Willingness to travel 3-4 days per week for 40-45 weeks each year.

• Proficient in process and operating model development.

• Solid financial acumen to manage the financial outcomes of engagements.

• Excellent communication, presentation, project management, and business skills.

• Strong writing, research, analytical, technical facilitation, and report writing skills.

• High self-motivation in a fast-paced, time-sensitive environment.

• Bachelor’s degree is required.

• An MBA or Master’s degree in business or a technical field is advantageous.

• Demonstrated ability to recruit, develop, nurture, and lead professional teams.

• Exceptional executive presence and professionalism.

• Highest standards of professional and personal integrity and ethics.

🏝️ Benefits

• Competitive benefits and compensation package.

• Flexible schedule to accommodate life’s demands while serving clients.