Director

• Oversee all aspects of the transaction process from start to finish
• Participate in the identification and selection of acquisition targets
• Develop, oversee and/or review financial modelling in support of transaction parameters
• Supervise and coach a team of two senior analysts and one financial analyst
• Coordinate a team of multidisciplinary experts during due diligence processes
• Manage external advisors (legal, tax and/or financial) to optimize results
• Negotiate terms of agreements supporting transactions with key stakeholders
• Prepare presentations required for approvals from senior management and board
• Coordinate post-acquisition activities (purchase price allocation, agreement follow-up, integration projects)
• Ensure post-closing monitoring of transaction success and prepare presentations for management and board
• Participate in ad-hoc assignments leveraging mergers and acquisitions expertise

Senior Director, Mergers and Acquisitions

Account Director, Group Savings and Retirement Plans

Director of Mergers, Acquisitions, Integrations