Responsibilities
- Execute the M&A strategy that meets the firm’s strategic goals and conduct market research and competitive analysis to inform the M&A strategy.
- Lead the firm’s M&A function from sourcing through integration.
- Research and identify the firm’s potential targets while establishing and maintaining a pipeline of targets that meets the M&A strategy and enhances the company's market position.
- Serve as the main point of contact for M&A transactions with third parties and lead negotiations with targets.
- Lead the overall business case for internal transaction approval.
- Oversee the comprehensive due diligence processes, including financial, operational, and legal assessments.
- Collaborate with cross-functional teams and lead the transaction through initial analysis, to deal execution.
Benefits
- Flexible and balanced work environment with remote work option.
- Annual travel for in-person training, team meet-ups, and strategy meetings.
- Company culture emphasizes employee appreciation with first core value – People Come First.
- Consistently certified as a Great Place to Work.
- Rated as a Best Firms to Work For by Accounting Today and a Glassdoor Best Places to Work.
Work Arrangement
Hybrid
Team
Reports to: Chief Operating Officer
Additional Information
- Schellman is an equal opportunity employer (EOE) and supports diversity in the workplace without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis.
- Schellman uses E-Verify in the hiring process.
- Some travel required annually for internal service delivery roles.
- Service Delivery team members may be required to travel based on business and client needs.
