Director, M&A Integration and Corporate Development

Job Description

Job Description

At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge.

Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity .

We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day.

At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions.

Summary

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.

Essential duties and 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

Education/Experience

• Bachelor’s degree
• 8+ years experience managing M&A process and deliverables
• Expertise in Microsoft 365, specifically using Excel for financial modeling and PowerPoint for executive presentations, as well as program management tools
• Understanding of the brokerage industry preferred / professional services experiences required

Physical Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.

NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary.

Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.