M&A Senior Associate, Integration and Separation

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Senior Associate - M&A Integration and Separation

Responsibilities:

• Execute client delivery projects related to integration and separation activities, supporting clients throughout the business transaction lifecycle on both buy and sell sides.
• Participate in client strategy workshops for private equity and corporate buyers to validate deal thesis, investment objectives, and hold time objectives, ensuring activities align with client goals.
• Assist in structuring engagements with the appropriate approach and staffing for pre-close planning, post-close execution, and day-1 operational support. Collaborate with subject matter professionals to meet specialist requirements.
• Provide functional advice to clients across various business areas based on the scope of the engagement, industry, and transaction complexity.
• Evaluate TSA (Transition Service Agreement) requirements in the pre-close planning phase to identify deal perimeters and potential gaps during transaction execution. Determine necessary TSA or reverse TSA support, evaluate pricing and structure services, and plan to close operational gaps with new services, systems, people, processes, or contracts. Identify stranded costs for the sell side and manage the exit process to preserve and enhance client value.
• Assess synergy opportunities in the pre-close planning phase and manage synergy realization in the post-close phase to support full value capture and enhancement through value engineering, cost management, and opportunistic wins.
• Collaborate with internal sales and service teams and business developers to support the sales cycle and manage engagements profitably and professionally.
• Support clients with pre- and post-close transaction work, with additional experience at a functional level, preferably in Finance, Human Resources, IT, or manufacturing and supply chain.
• Demonstrate strong program management skills in technical and business consulting engagements.

Education:

• Minimum Bachelor's Degree; MBA or Master's in business, finance, accounting, or a technical field is a plus.

Qualifications:

• Bachelor's degree in business, finance, accounting, or technology.
• Over 5 years of related work experience supporting clients with pre- and post-close transaction support.
• Broad expertise including working knowledge of private equity and lower, middle, and upper market businesses, both privately held and publicly traded.
• Experience across a range of industries is highly desired; industry alignment to PE is a plus but must be conversant in various business operational models.
• Strong skills in process and operating model development to support current and future state business operations.
• Excellent communication, presentation, project management, and business acumen.
• Strong writing, research, and analytical skills.
• Self-motivated with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements.

Personal Characteristics:

• A self-starter with a "hands-on," action-oriented approach to driving results.
• Able to command the respect of teams and develop people for greater success.
• Exceptional executive presence and professionalism, commanding the respect of clients and colleagues.
• Results-oriented, maintaining focus on engagement outcomes.
• Possesses the highest levels of professional and personal integrity and ethics.
• Able to support the brand promise, shared values, and characteristics of RSM.
• Willing and able to travel 50-75%.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $82,400 - $156,200