Director, Portfolio and Retail M&A

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

📋 Description

• Formulate and implement investment and portfolio strategies that align with BSRO's long-term network expansion, financial, and enterprise goals.

• Oversee small to mid-sized corporate retail acquisitions and portfolio real estate transactions from assessment and underwriting through to closing and store conversion/integration.

• Direct financial assessment and underwriting processes, which include valuation, financial modeling, capital needs, return analysis, and investment suggestions.

• Manage real estate and business due diligence alongside regulatory approvals for acquisition prospects.

• Structure and negotiate intricate transactions that involve multiple locations, sellers, landlords, and counterparties.

• Create investment cases and recommendations for senior management.

• Coordinate cross-functional execution with Operations, Finance, Legal, Construction, Accounting, IT, Marketing, and other stakeholders.

• Oversee post-acquisition real estate conversion and integration planning.

• Formulate strategic portfolio recommendations based on market strategy, store performance, financial returns, operational requirements, portfolio risk, and growth objectives.

• Identify and assess relocations, consolidations, dispositions, portfolio restructures, and other actions to enhance the network.

• Analyze portfolio and multi-site opportunities that expedite network growth and secure premium real estate.

• Collaborate with Asset Management, Real Estate Development, and Market Research and Strategy.

• Provide strategic insights regarding capital allocation.

• Establish governance, reporting, and risk-management frameworks.

• Build and maintain relationships with REITs, property owners, developers, brokers, business proprietors, investors, and industry partners.

• Assess alternative transaction structures, including selective joint ventures.

• Act as the real estate subject matter expert for complex, strategic, and confidential opportunities.

• Lead assigned resources and cross-functional project teams.

⛳️ Requirements

• At least 10 years of progressively responsible experience in retail real estate, corporate development, M&A, finance, or related disciplines.

• Bachelor's degree in business, finance, real estate, law, or a related area.

• Significant experience in evaluating and executing complex real estate, portfolio, or M&A transactions.

• Strong financial and investment insight, including valuation, financial modeling, capital analysis, and investment return metrics.

• Proven capability to lead complex transactions and cross-functional initiatives from evaluation through to execution.

• Excellent negotiation, decision-making, and problem-solving abilities.

• In-depth knowledge of leases, purchase agreements, asset purchase agreements, due diligence materials, and other real estate and transaction documents.

• Outstanding verbal, written, and executive presentation capabilities.

• High proficiency in Microsoft Word, Excel, PowerPoint, and real estate technology platforms.

• Must complete Form I-9 Employment Eligibility Verification at the start of employment if hired.

• Temporary work authorization or the need for sponsorship may hinder employment eligibility.

🏝️ Benefits

• Formal training programs.

• Performance-based incentives.

• Paid vacation and holidays.

• Competitive healthcare packages for both full-time and part-time employees.

• 401k retirement plan.

• Supportive and engaging onboarding experience.

• Training and ongoing mentorship opportunities.

• Participation in Corporate Social Responsibility activities.

• A global, dynamic, and challenging work environment.

• Emphasis on work/life effectiveness and long-term well-being.

• An effective and inclusive team atmosphere.