Director, M&A Integration and Corporate Development

Description

The Director, M&A Integration is responsible for overall planning and oversight of the due diligence and integration process for M&A at Cresa. The Director will establish and monitor adherence to project management structures, processes, and tools across the company. Working with cross-functional teams, and reporting directly to the CFO, the Director will ensure management standards are upheld and clearly defined throughout the M&A life cycle. When M&A deals are not underway, the Director will support the FP&A and business development activities.

Duties & Responsibilities

• Capable project manager adept at managing complex deal processes from start to finish, coordinating resources, and adhering to deadlines
• Effective communicator, skilled in interpersonal, negotiation, deal-making, relationship building, and collaboration with diverse stakeholders (internal and external)
• Adaptable and resilient; able to manage multiple projects in tandem, adjust to feedback from multiple leaders and apply learnings from successes and setbacks real time
• Create detailed financial models to assess the financial health of potential targets, evaluate deal structures, cash/stock, upfront/earnout mixes and forecast the financial impact of transactions when combined with Cresa current financial state and growth model assumptions
• Capable of triangulating targets’ accounting practices into Cresa’s accounting standards and map their financial statements to Cresa’s financial statements
• Analyze and apply market trends, assess competitive landscapes, and identify new growth opportunities to inform strategic decision-making via publicly available market information
• Key facilitator and driver of the due diligence, integration planning, and integration execution process of strategic initiatives company
• Identify and problem-solve to mitigate risks and issues relating to due diligence and integration
• Develop program management best practice process and tools to facilitate risk assessment, change control process, due diligence and integration of all M&A.
• Build post-deal integration plan including Day 1 go live and phased onboarding/offboarding of systems, tools and processes from M&A integration ensuring smooth integration of acquired businesses or partnerships into Cresa aligning systems, and realizing expected synergies
• Partner closely with corporate teams, such as finance, legal, HR, and IT, to ensure timely and comprehensive execution against M&A work plans
• Develop and maintain processes integration of sales and pipeline management systems and track progress of M&A and high value recruited producers against approved pro forma
• Monitor and report on progress toward earnouts and performance incentives.
• Prepare timely status reports, ensuring data accuracy and timely input from workstreams.
• Post transaction own the tracking and monitoring or synergy realization and deal model lookback in partnership with business unit finance teams
• Able to identify, communicate and evaluate shareholder value creation and drive informed decisions that ultimately increase the company's value and return for shareholders
• Strategic thinker able to identify growth opportunities, analyze market trends, and align strategic initiatives with long-term company goals and evaluate short-term trade-offs and returns
• Promote culture of integration and collaboration.
• Ad hoc requests across Corporate Development, FP&A and office of the CFO

Qualifications

• Exceptional at balancing competing priorities in tandem via demonstrated program management skill
• Strong financial acumen with solid understanding of financial modeling, valuation, and M&A synergy identification and tracking
• Highly analytical, proficient in due diligence and risk assessment
• Demonstrated success with cross-functional collaboration
• Demonstrated ability to accomplish goals through influence
• Strong financial acumen
• Excellent interpersonal, written, and verbal communication skills
• Able to navigate dynamic market conditions