Principal, Mergers & Acquisitions

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

📋 Description

• Collaborate with executive leadership to formulate and implement WES's M&A and portfolio strategy.

• Identify, assess, and prioritize potential acquisitions, mergers, divestitures, strategic investments, and corporate development initiatives.

• Evaluate strategic rationale, market appeal, competitive positioning, operational compatibility, and potential for value creation.

• Create investment theses and present recommendations to executive leadership and Board committees.

• Maintain and prioritize a pipeline of transaction opportunities.

• Oversee financial modeling and valuation, including DCF, comparable company analysis, precedent transaction reviews, accretion/dilution assessments, and return analyses.

• Analyze financial projections, business plans, capital needs, synergies, transaction economics, and financial outcomes.

• Develop scenario and sensitivity analyses.

• Lead and coordinate due diligence across financial, operational, commercial, legal, technology, HR, tax, and other areas.

• Identify and quantify transaction risks, liabilities, opportunities, and synergies.

• Design transaction structures and negotiation strategies.

• Lead or assist in negotiations with sellers, buyers, investors, management teams, advisors, and other stakeholders.

• Negotiate letters of intent, purchase agreements, transition agreements, and other transaction documents in collaboration with Legal, Finance, Tax, and external advisors.

• Oversee the entire transaction process from initial evaluation to signing and closing.

• Develop and maintain transaction work plans, timelines, decision points, and executive approvals.

• Coordinate with internal stakeholders and external advisors, including investment bankers, attorneys, accountants, consultants, and financing partners.

• Prepare materials and recommendations for executive leadership, the Board of Directors, and governance bodies.

• Ensure the accuracy and timely completion of transaction requirements, approvals, documentation, and closing conditions.

• Translate transaction assumptions and synergies into post-close strategies.

• Monitor revenue, cost, operational, and strategic synergies against the validated investment case.

• Conduct post-transaction reviews and capture insights for future transactions.

• Act as a trusted M&A advisor to executive leadership.

• Present transaction opportunities, analyses, risks, and recommendations.

• Establish relationships across Finance, Operations, Legal, Tax, HR, IT, Sales, and other departments.

• Represent WES with acquisition targets, investors, advisors, and external stakeholders.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience.

• Extensive experience in progressively senior roles focusing on mergers and acquisitions, corporate development, investment banking, private equity, transaction advisory, or a similar field.

• Proven track record of executing transactions across various stages of the M&A lifecycle.

• Experience in leading financial analysis, valuation, due diligence, deal structuring, and negotiations.

• Advanced skills in financial modeling, valuation, and analytical methods.

• Strong comprehension of financial statements, corporate finance, transaction structures, and deal economics.

• Excellent commercial and strategic judgment.

• Proven negotiation and influencing capabilities.

• Experience managing complex cross-functional projects involving senior executives and external advisors.

• Strong project and transaction management skills.

• Exceptional written and verbal communication and presentation skills suitable for executive-level interactions.

• Ability to distill complex information into clear, actionable recommendations.

• Outstanding strategic thinking, judgment, and problem-solving abilities.

• Capacity to work effectively with internal and external stakeholders across diverse disciplines.

• Ability to thrive in a transparent, accountable, collaborative, and results-oriented environment.

• Intellectual curiosity, openness to diverse perspectives, and a commitment to learning and professional growth.

• Strong alignment with WES's mission and values.

• MBA or equivalent experience preferred.

• Senior leadership experience in private, nonprofit, or social enterprise sectors is advantageous.

• Experience with post-merger integration is highly desirable.

• Background in education or workforce development is a plus.

🏝️ Benefits

• Options for remote work and flexibility.

• Time-off programs.

• Wellness initiatives.

• Competitive salary.

• Comprehensive benefits package.

• Opportunities for learning and development.

• Support for personal and professional growth.

• Recognition of achievements.

• An inclusive, mission-driven workplace culture.

• Opportunities to support WES's mission and make a meaningful impact.