Independent M&A, Transformation, And Strategic Finance Professionals - On Demand

We are supporting a PE-backed professional services platform in its search for an interim Post-Merger Integration Project Manager to coordinate the integration of a newly acquired business. The company has grown through acquisitions and is preparing for its next integration, requiring an experienced project manager to drive execution across multiple functional workstreams. The engagement is expected to commence shortly and will run for approximately four to six weeks, requiring around 4 days per week. Functional experts already own the individual workstreams; the successful candidate will ensure that all activities remain coordinated, stakeholders stay aligned, risks are escalated appropriately, and the integration progresses according to plan. The role requires strong business judgement, diplomacy, and the ability to work effectively across multiple functions without direct reporting authority. Responsibilities: / Coordinate the execution of the post-merger integration across multiple functional workstreams, ensuring alignment with the overall integration plan. / Drive governance through structured project planning, action tracking, milestone management, and regular status reporting. / Coordinate stakeholders across systems integration, sales and marketing, CRM, pricing, accounting, operational KPIs, SOPs, and other business functions. / Identify dependencies, execution risks, and blockers, ensuring that issues are escalated and resolved in a timely manner. / Maintain visibility across all integration activities and ensure that stakeholders remain informed and accountable throughout the project. / Facilitate productive collaboration between the acquiring business, the acquired management team, and functional leaders, recognising that the original owner will remain actively involved after closing. Requirements: / Approximately 4–8 years of experience in project management, PMO, post-merger integration, or cross-functional transformation programmes. / Demonstrated experience coordinating multiple business workstreams and stakeholders in complex project environments. / Strong organisational and stakeholder management skills, with the ability to influence without direct authority. / Commercially minded with sufficient business understanding to identify gaps, challenge assumptions, and ensure effective cross-functional communication. / Excellent communication skills and professional fluency in English. / Must be located within US time zones. Nice to Have: / Previous experience supporting post-merger integrations within PE-backed or acquisitive organisations. / Exposure to professional services, consulting, outsourced services, or HR services businesses. / Experience working with integration playbooks, governance frameworks, and structured PMI methodologies. / Familiarity with systems integration, CRM, finance, or operational transformation initiatives. Scope of Work: / Coordinate the execution of a structured post-merger integration across multiple business functions. / Maintain governance through action tracking, milestone management, risk identification, and executive reporting. / Ensure effective communication and alignment across all functional stakeholders throughout the integration. / Support leadership by maintaining visibility, resolving execution gaps, and driving delivery against the integration plan. Ideal Profiles: / A Project Manager or PMO professional with hands-on experience coordinating post-merger integrations or complex transformation programmes across multiple business functions. / A management consultant or transformation professional experienced in driving cross-functional execution, governance, and stakeholder alignment within fast-paced organisations. / An integration or programme manager from a PE-backed or acquisitive business who has coordinated functional workstreams while ensuring delivery against structured integration plans.

We are supporting a well-established US middle-market M&A advisory firm in its search for an experienced M&A professional to work directly alongside the founder, initially on an interim basis with the intention of transitioning into a long-term leadership role. The firm has advised business owners for more than 20 years, specialising primarily in sell-side transactions with typical deal sizes between USD 30 million and 100 million. This is considerably broader than a traditional execution role. While the successful candidate will lead live M&A transactions, they will also work closely with the founder to improve the overall business, contribute to operational and commercial initiatives, and gradually assume greater responsibility across the firm. The ideal candidate is an experienced M&A generalist who combines strong transaction execution with commercial judgement, entrepreneurial thinking, and the ambition to grow into a leadership position. The role follows a hybrid working model, with increased on-site collaboration in New York or Palm Beach during the initial phase of the engagement, transitioning to greater remote flexibility over time. Responsibilities / Lead sell-side M&A engagements from initial client preparation through transaction execution and closing. / Manage buyer processes, due diligence, negotiations, transaction materials, and overall project execution across multiple live mandates. / Work directly alongside the founder to improve internal processes, operational effectiveness, and commercial performance across the business. / Identify opportunities to strengthen marketing, business development, client delivery, and other firm-wide initiatives beyond individual transactions. / Review and oversee work produced by junior team members while providing guidance and mentoring where appropriate. / Build trusted relationships with business owners and act as a senior adviser throughout the transaction lifecycle. / Contribute to the long-term development of the firm, with increasing leadership responsibility over time. Requirements / Approximately 7–10 years of experience in Investment Banking, Corporate Development, or M&A Advisory. / Demonstrated experience independently leading both buy-side and sell-side M&A transactions. / Strong financial modelling, valuation, negotiation, and transaction execution capabilities. / Commercial mindset with the ability to identify operational improvements beyond transaction execution. / Entrepreneurial attitude and interest in helping grow a boutique advisory business. / Excellent communication and relationship management skills. / Willingness to work on-site in either New York or Palm Beach during the initial onboarding phase, with increasing remote flexibility as the engagement progresses. Nice to Have / Previous experience within an entrepreneurial boutique or middle-market M&A advisory firm. / Experience improving business operations, commercial processes, marketing, or business development. / Leadership or mentoring experience with analysts and associates. / Interest in transitioning from an interim engagement into a long-term leadership role. Scope of Work / Lead live middle-market sell-side M&A transactions from preparation through closing. / Support selected buy-side opportunities where appropriate. / Work alongside the founder to improve operational, commercial, and organisational aspects of the business. / Help establish the foundations for a long-term leadership transition within the firm. Ideal Profiles / A Vice President or Director from a middle-market investment bank seeking a broader entrepreneurial role with long-term leadership potential. / A senior Corporate Development or M&A advisory professional who enjoys combining transaction execution with business building and operational improvement. / An experienced M&A generalist who has successfully led both buy-side and sell-side transactions and is motivated by the opportunity to help shape and eventually lead an established advisory firm.

We are supporting a PE-backed financial services technology group in its search for a senior Chief of Staff to the Group CEO. The successful candidate will help drive several CEO-level strategic priorities, including AI and automation, operational transformation, commercial build-out, organizational effectiveness, and sponsor-backed value creation across an international platform operating in Europe and Latin America. This is a highly cross-functional execution role requiring someone who can combine strategic thinking with hands-on delivery, acting as a force multiplier for the Group CEO across multiple concurrent transformation initiatives. Responsibilities: /Drive coordination, governance, and execution tracking across multiple CEO-priority transformation and value-creation workstreams /Support the Group CEO in setting agenda, sequencing priorities, and maintaining delivery pace across business units and functions /Create clear reporting, decision-support materials, and follow-through mechanisms for senior management and sponsor stakeholders /Work cross-functionally across operations, technology, commercial, and business unit leadership to unblock issues and maintain momentum /Lead the coordination and execution of AI, automation, efficiency, and operating model transformation initiatives. /Act as a force-multiplier in the CEO office across cross-border stakeholder management and special projects / Prepare executive presentations, board materials, and decision papers for the Group CEO, shareholders, and sponsor representatives. Requirements: - 8-15 years of experience in chief of staff, transformation, strategy and operations, portfolio operations, or comparable senior execution roles - Demonstrated track record leading cross-functional delivery across multiple workstreams in large, complex organizations - Experience in PE-backed, sponsor-led, or value-creation-oriented operating environments - Relevant exposure to financial services, fintech, lending, banking infrastructure, or other regulated tech-enabled businesses - Strong English and Spanish capability, with willingness to be based in the headquarters location Nice to have: - Prior experience in a CEO office or direct support role to a CEO, COO, or board-level executive - Hands-on exposure to AI, automation, operating model redesign, or cost transformation programs - Background spanning both advisory rigor and in-house operating delivery - Experience working across Europe and Latin America or similarly international operating footprints Scope of Work: - CEO office governance and executive cadence management - Transformation program coordination across AI, automation, and operational improvement initiatives - Commercial function build-out support and performance tracking - Sponsor-facing value creation reporting and follow-up - Cross-business-unit prioritization, escalation management, and delivery oversight Ideal Profiles / A Chief of Staff, Head of Strategy, or Transformation Director supporting the CEO of a PE-backed technology, fintech, or financial services business, with a track record of driving cross-functional strategic initiatives and executive-level execution. / A management consulting professional (MBB or Tier 1 strategy consultancy) who has transitioned into an in-house Chief of Staff, Strategy, or Transformation leadership role, combining structured problem solving with hands-on delivery across complex organisations. / A Private Equity Portfolio Operations or Value Creation professional with experience partnering with management teams to deliver operational improvements, commercial initiatives, cost transformation, and AI or automation programmes across sponsor-backed businesses. / A senior Strategy & Operations or Transformation leader from a large technology-enabled financial services organisation, experienced in coordinating executive priorities, driving organisational change, and acting as a trusted execution partner to the CEO.

We are supporting a senior dealmaker in building a reusable M&A modeling and presentation toolkit to support personal preparation and business-development workstreams. The engagement requires an experienced M&A or investment banking professional with substantial hands-on acquisition modeling experience to construct a suite of best-in-class Excel models and accompanying PowerPoint output pages. The toolkit will be populated with provided case data and assumptions, iteratively tested, and refined to ensure outputs are accurate, polished, and immediately usable in live deal contexts. Responsibilities: / Build a reusable comparable companies analysis (trading comps) template with dynamic input/output structure / Construct a precedent transactions analysis template suitable for benchmarking M&A multiples / Develop a discounted cash flow (DCF) model with full WACC build, terminal value methodology, and sensitivity tables / Build an accretion/dilution analysis model capturing pro forma EPS impact, synergies, and financing structures / Create a football field valuation summary that dynamically pulls from each underlying valuation methodology / Construct a value bridge / waterfall analysis showing equity value build-up from enterprise value / Design PowerPoint-ready output pages, think-cell-style, that mirror institutional banking presentation standards / Populate the toolkit with provided case data, iterate based on output testing, and validate model integrity / Ensure outputs translate cleanly from Excel to PowerPoint with minimal manual formatting required Requirements: / Possess several years of hands-on M&A or investment banking experience with demonstrable acquisition modeling on live transactions / Demonstrate mastery of core valuation methodologies including trading comps, precedent transactions, DCF, accretion/dilution, and LBO analysis / Show advanced Excel proficiency including dynamic formula architecture, scenario toggles, and best-practice model design / Exhibit institutional-quality PowerPoint and think-cell output design capabilities, with attention to typography, alignment, and professional formatting / Demonstrate the ability to translate complex financial outputs into clean, decision-grade visual deliverables / Possess fluent written and spoken English to support iterative feedback and toolkit refinement Nice to Have: / Prior experience building or maintaining modeling templates for a banking, advisory, or PE team / Exposure to think-cell, Macabacus, or other banking productivity add-ins / Familiarity with multiple industry verticals to ensure toolkit templates remain sector-agnostic / Experience producing client-ready pitch books or investment committee materials Scope of Work: / Delivery of a complete, reusable Excel modeling toolkit covering comps, DCF, accretion/dilution, football field, and value bridge / Delivery of accompanying PowerPoint output pages designed for one-click copy-paste from Excel / Iterative testing using provided case data to validate model integrity and output quality / Documentation of model assumptions, structure, and usage instructions where appropriate / Estimated engagement length of 2–6 weeks depending on scope of refinements and number of templates delivered

We are supporting a German portfolio company of a leading private equity investor in its search for an interim M&A professional to lead the execution of several live acquisition opportunities. The company is actively pursuing multiple transactions currently in exclusivity and at the initial review stage, requiring immediate support from an experienced deal execution professional. The engagement is expected to commence within one to two weeks and will run for approximately three to four months. Working closely with the CEO of the portfolio company and the investor's Portfolio M&A function, the successful candidate will assume day-to-day ownership of transaction execution, coordinating all workstreams from target evaluation through signing. The role follows a predominantly remote working model with occasional on-site presence in Mannheim for kick-off meetings and key transaction milestones. Responsibilities / Lead the execution of multiple live buy-side M&A transactions from initial assessment through signing and closing readiness. / Build and review financial analyses, valuation models, and investment materials supporting acquisition decisions. / Coordinate financial, legal, tax, commercial, and operational due diligence workstreams across internal stakeholders and external advisers. / Manage transaction timelines, issue tracking, governance, and stakeholder communication throughout the deal process. / Support negotiations, transaction structuring, and preparation of decision-ready materials for management and shareholders. / Drive efficient progression of transactions while maintaining alignment between the portfolio company, external advisers, and the private equity sponsor. Requirements / 6–10 years of M&A, Corporate Development, Investment Banking, or Transaction Advisory experience with demonstrable ownership of live transaction execution. / Proven ability to independently lead buy-side M&A processes across valuation, due diligence, execution, and signing. / Strong financial modelling and valuation capability, including preparation of investment materials for senior decision-makers. / Experience coordinating multiple internal stakeholders and external advisers across concurrent transaction workstreams. / Professional fluency in English and German. / Willingness to travel occasionally to Mannheim for project kick-off and key transaction meetings. Nice to Have / Previous experience within private equity portfolio companies or sponsor-backed environments. / Experience in IT services, managed services, software, or broader technology sectors. / Exposure to both advisory-side M&A and in-house Corporate Development. / Experience supporting serial acquisition or buy-and-build strategies. Scope of Work / Lead the execution of multiple live acquisition opportunities over a three- to four-month engagement. / Coordinate all due diligence workstreams, external advisers, and transaction governance. / Prepare valuation analyses, investment materials, and recommendations supporting acquisition decisions. / Work closely with senior management and the private equity sponsor to drive transactions efficiently through signing. / Occasional on-site collaboration with management and key stakeholders in Mannheim throughout the engagement.

We are supporting an energy storage platform in its search for an interim Commercial Project Manager to support the commercial delivery of large-scale Battery Energy Storage System (BESS) projects in Germany. The engagement starts immediately and is expected to run through September or October, supporting the team while the permanent organisation continues to grow. The role is primarily remote, with occasional office presence preferred for candidates located near Heidelberg, Frankfurt, or Munich. This is a commercially focused project management role rather than a technical engineering position. The successful candidate will act as the commercial coordinator across multiple internal functions, maintaining project business cases, managing contracts and procurement activities, tracking budgets and schedules, and ensuring that all commercial workstreams remain aligned from Ready-to-Build through project delivery and handover into Asset Management. Responsibilities: / Maintain and continuously update the commercial project business case and Excel-based financial tracking model throughout the project lifecycle. / Coordinate commercial, technical, procurement, legal, and operational stakeholders to ensure consistent project execution and reporting. / Own commercial project controls including budget tracking, forecasting, scheduling, reporting, and overall commercial governance from Ready-to-Build through Commercial Operation Date (COD). / Organise, maintain, and administer project contracts and commercial documentation throughout delivery. / Lead tendering and procurement activities together with internal stakeholders and external suppliers. / Consolidate information from multiple departments into clear project reporting and decision-ready management updates. / Support the structured commercial handover of completed projects into the Asset Management function. Requirements: / Approximately 6–10 years of commercial project management experience within infrastructure, renewable energy, power, utilities, or comparable capital-intensive project environments. / Strong commercial mindset with demonstrated experience managing project business cases, budgets, contracts, procurement, and financial reporting. / Advanced Excel skills with practical experience maintaining project business cases and commercial tracking models. / Proven ability to coordinate multiple cross-functional stakeholders and maintain commercial oversight across complex delivery projects. / Professional fluency in German. Nice to have: / Previous experience with Battery Energy Storage Systems (BESS) or grid-scale renewable energy projects. / Experience supporting projects from Ready-to-Build through COD and handover into Asset Management. / Proximity to Heidelberg, Frankfurt, or Munich. / Experience working within owner-side renewable energy developers or energy infrastructure platforms. Scope of Work: / Commercial governance of active BESS delivery projects in Germany. / Ownership of project business cases, commercial reporting, and Excel-based financial tracking. / Coordination of procurement, tendering, contract administration, and commercial documentation. / Cross-functional coordination across commercial, technical, and operational teams throughout project delivery. / Preparation of structured project handovers into Asset Management. Ideal Profiles: / A Commercial Project Manager from a renewable energy developer or infrastructure company with strong commercial ownership of utility-scale delivery projects. / A Project Controls or Commercial Manager with experience managing budgets, contracts, procurement, and reporting across capital-intensive energy or infrastructure projects. / An interim commercial project professional who combines strong financial discipline, excellent Excel capability, and the ability to coordinate multiple stakeholders across the delivery lifecycle.

We are supporting an established corporate in its search for a senior M&A professional to lead a strategic buy-side acquisition from opportunity assessment through signing and closing. The engagement is expected to commence in September and will run for approximately three to four months, with the possibility of supporting an additional acquisition thereafter. The role requires direct ownership of transaction execution, coordination of external diligence and advisory providers, and ideally prior M&A experience in logistics, transportation, or related sectors. Beyond coordinating advisers, the successful candidate is expected to independently assess, challenge, and synthesize due diligence findings into clear recommendations for senior decision-makers. Professional French language capability is essential, alongside flexibility for occasional on-site meetings in Paris. Responsibilities: / Lead the full buy-side M&A process from opportunity assessment through due diligence, negotiation support, and closing readiness. / Coordinate external service providers across legal, financial, tax, commercial, HR, IT, operational, and other transaction workstreams. / Drive transaction timelines, governance, issue tracking, budget oversight, and stakeholder communication throughout the acquisition process. / Participate in management and due diligence meetings, coordinate agendas, document key outcomes, and ensure timely follow-up across all workstreams. / Conduct supplementary market and desktop research where appropriate to validate assumptions and critically assess adviser recommendations. / Review and challenge due diligence findings, including Quality of Earnings, net debt adjustments, working capital analyses, business plan assumptions, and other key transaction outputs. / Translate due diligence findings into valuation recommendations, binding offer documentation, and executive decision materials. / Review and translate key French-language VDR documentation into English, ensuring critical transaction information is accurately communicated to the wider deal team. / Represent the client in discussions with management teams, external advisers, and counterparties, attending occasional on-site meetings in Paris as required. Requirements: / 10+ years of M&A, Corporate Development, or Transaction Advisory experience with demonstrable end-to-end ownership of buy-side acquisitions. / Strong track record leading complex transaction execution and coordinating multiple external advisers and diligence workstreams simultaneously. / Demonstrated ability to independently review, challenge, and validate external due diligence outputs and transaction assumptions. / Strong financial analysis and valuation capabilities, including preparation and interpretation of valuation analyses and executive decision materials. / Professional French language capability, with the ability to lead meetings and review transaction documentation in live deal environments. / Ability to engage confidently with senior management teams, shareholders, and external advisers throughout the transaction lifecycle. Nice to have: / Previous experience with a bulge bracket investment bank or another leading international M&A advisory firm. / Relevant transaction experience within logistics, transportation, freight, supply chain, or closely related sectors. / Cross-border European transaction experience in multilingual environments. / Experience acting as the senior deal lead on compressed interim mandates. / Exposure to both in-house Corporate Development and advisory-side M&A execution. / Experience reviewing Quality of Earnings reports, net debt analyses, working capital adjustments, and business plan validations. / Based in Paris or willing to travel regularly for management and adviser meetings. Scope of Work: / Lead the end-to-end buy-side acquisition process from opportunity assessment through signing and closing. / Coordinate all internal and external due diligence workstreams, including the review, translation, and synthesis of key French-language transaction documentation. / Review, challenge, and synthesize due diligence findings into valuation recommendations, binding offer documentation, and executive decision materials. / Manage transaction governance, stakeholder communication, reporting, and decision-making support for senior leadership. / Attend management and adviser meetings in Paris as required, with the potential to support additional acquisition opportunities following completion of the initial project. Ideal Profiles: / A Director or Managing Director from a bulge bracket investment bank or another leading international M&A advisory firm with extensive buy-side execution experience across complex transactions. / A senior Corporate Development executive who previously built their career in investment banking or top-tier M&A advisory and has repeatedly led acquisitions from opportunity assessment through closing. / A highly experienced interim M&A professional with a strong track record of leading French or cross-border European acquisitions, comfortable operating on equal footing with management teams, shareholders, and external advisers.

We are supporting the newly established Corporate Development function of a multi-billion-revenue corporate in the building products and industrials sector. The client is seeking an interim M&A professional to provide immediate execution support while a permanent hire is being recruited. Working directly alongside the Head of Corporate Development, the successful candidate will help build the function while supporting live acquisition opportunities as they emerge. This is a highly hands-on execution role rather than a strategic leadership position. The successful candidate will build financial models, prepare presentation materials, coordinate due diligence, and support live acquisition projects across the full transaction lifecycle. In addition to deal execution, the role offers the opportunity to help establish and shape a newly created Corporate Development function within the organization. The engagement is initially expected to run for approximately two months, with the possibility of extension and potential conversion into a permanent position. Responsibilities: / Support the evaluation of acquisition opportunities through strategic assessment, financial analysis, and valuation in close collaboration with the Head of Corporate Development and business unit leaders. / Build and maintain financial models, valuation analyses, and investment materials supporting live M&A opportunities. / Prepare high-quality PowerPoint presentations, investment memoranda, and other transaction-related materials for senior management and decision-makers. / Coordinate due diligence processes, managing internal workstreams and external advisors throughout transaction execution. / Support acquisition projects from initial opportunity assessment through signing, closing, and early post-merger integration planning. / Coordinate cross-functional stakeholders across finance, legal, commercial, operations, and business units to ensure efficient transaction execution. / Maintain transaction documentation, project timelines, and reporting to ensure decision readiness throughout the deal process. / Contribute to the continued development of the Corporate Development function by supporting processes, templates, and best practices as the team grows. Requirements: / 3–5 years of relevant M&A experience within Investment Banking, Corporate Development, or a comparable transaction advisory environment. / Demonstrated ability to independently build financial models, perform valuation analyses, and prepare transaction-ready presentation materials. / Strong hands-on transaction execution experience across target evaluation, due diligence, signing, and closing activities. / Excellent Excel and PowerPoint skills with the ability to deliver high-quality analytical and presentation outputs under tight timelines. / Strong project management and organizational skills with experience coordinating multiple internal stakeholders and external advisors. / Professional fluency in English. / Ability to work on-site in Northern Virginia four days per week (Monday–Thursday), with hybrid flexibility. Nice to Have: / Previous experience within the building products, building materials, manufacturing, or broader industrials sector. / Experience combining Investment Banking and in-house Corporate Development exposure. / Familiarity with post-merger integration planning. / Interest in AI-enabled productivity tools and modern Corporate Development workflows. Scope of Work: / Support live acquisition opportunities from target evaluation through signing, closing, and early integration planning. / Build financial models, valuation analyses, investment materials, and executive presentations supporting transaction decision-making. / Coordinate due diligence workstreams and manage communication across internal stakeholders and external advisors. / Support the ongoing build-out of the Corporate Development function during an initial two-month interim engagement, with the possibility of extension and long-term employment. Ideal Profiles: / An Investment Banking Associate with approximately three to five years of M&A execution experience who is looking to transition into an in-house Corporate Development role and enjoys hands-on deal execution. / A Corporate Development Associate or Manager with experience supporting acquisitions from target evaluation through execution, combining strong analytical skills with excellent stakeholder coordination. / A transaction professional with experience across both Investment Banking and Corporate Development who is comfortable building models, preparing executive materials, coordinating due diligence, and contributing to the development of a growing in-house M&A function.

We are supporting a SaaS company seeking an experienced Interim Order-to-Cash (OTC) professional to stabilise and improve its OTC operations within the German entity. The engagement combines hands-on operational support with process optimisation, audit-proof documentation, and root cause analysis to improve execution quality and prevent recurring issues. Working closely with Finance, Sales, and Salesforce teams, the successful candidate will help establish sustainable controls while reducing the existing operational backlog. This is a hands-on operational improvement mandate rather than a pure transformation or advisory role. The ideal candidate combines deep OTC process expertise with a pragmatic, execution-focused mindset and is comfortable balancing strategic process improvements with day-to-day operational support. Responsibilities: / Support the German OTC team in reducing the existing operational backlog while ensuring accurate and compliant order-to-cash execution. / Establish, document, and optimise audit-ready OTC processes for the German entity based on the existing global process framework. / Perform root cause analysis on recurring process issues across Sales and OTC operations, identifying opportunities to improve execution quality and reduce future errors. / Collaborate closely with the Salesforce team to implement practical guardrails that improve upstream data quality and minimise process failures. / Educate Sales, Finance, and OTC stakeholders on compliant process execution, process ownership, and best practices. / Help align the German entity's OTC operations with the company's broader finance operating model while driving sustainable process improvements. Requirements: / 6–10 years of experience in Order-to-Cash, Finance Operations, Revenue Operations, or OTC transformation roles. / Demonstrated hands-on experience improving OTC processes, internal controls, documentation, and operational execution. / Strong understanding of SaaS or subscription-based business models and their Order-to-Cash processes. / Practical working experience with both SAP and Salesforce across order management, billing, revenue, or customer operations workflows. / Proven ability to collaborate across Finance, Sales, Operations, and Systems teams while driving process improvements. / Demonstrated ability to influence stakeholders, improve process discipline, and establish sustainable operational controls. Nice to have: / Experience supporting German or DACH finance organisations. / Exposure to shared services or multi-entity international operating environments. / Experience leading operational remediation, stabilisation, or backlog reduction initiatives. / Experience preparing finance processes and controls for audit or compliance requirements. Scope of Work: / Stabilise the German OTC operation and support the reduction of the existing operational backlog. / Establish and document audit-ready Order-to-Cash processes aligned with the global process framework. / Improve process quality through structured root cause analysis, stakeholder education, and cross-functional collaboration. / Implement practical process guardrails together with Finance, Sales, and Salesforce teams to reduce recurring operational issues and improve execution quality. / Deliver a sustainable, well-documented OTC operating model over an initial 3–4 month interim engagement. Ideal Profiles: / An Order-to-Cash Manager or OTC Process Lead from a SaaS or subscription-based business who has successfully stabilised and improved finance operations while remaining hands-on in daily execution. / A Finance Transformation or Business Process Improvement Manager with deep OTC expertise, practical SAP and Salesforce experience, and a strong track record of implementing sustainable finance processes and internal controls. / An interim Finance Operations or Revenue Operations specialist who repeatedly supports companies through operational clean-up, process remediation, and OTC transformation projects, combining strategic process thinking with hands-on delivery.

We are supporting a client on a live buy-side M&A transaction currently at the Indication of Interest (IoI) stage. The target company operates in the electronics sector and forms part of a larger corporate group. As the transaction progresses toward a more advanced offer stage, the client is seeking an experienced M&A Associate to take ownership of the financial modelling and valuation work while coordinating the financial due diligence process. The role combines two core responsibilities: developing the buy-side financial business plan and investment case, and managing the due diligence process to ensure timely delivery of information and analysis. This is a lean, execution-focused engagement suited to an Associate or Senior Associate who is comfortable working independently with limited supervision. As the client is based in New Jersey, candidates must be able to work within US East Coast business hours. Responsibilities: / Build and maintain the core buy-side financial model, including a fully integrated three-statement operating model and valuation outputs. / Develop the financial business plan and assess the investment impact to support the client's acquisition decision. / Perform DCF, comparable company, and precedent transaction analyses to establish and refine the valuation range. / Own and coordinate the financial due diligence process, managing request lists, workstreams, and information flow with the target company and external advisors. / Analyse target financials, including earnings quality, working capital, net debt, and other key value drivers influencing the investment case. / Perform scenario and sensitivity analyses to evaluate downside risks and investment assumptions. / Prepare investment and decision-making materials summarising valuation conclusions, diligence findings, risks, and recommendations. / Support the refinement of the initial indication of interest into a more developed offer as the transaction advances. Requirements: / 3–5 years of transaction experience in Investment Banking M&A, Corporate Finance, or Financial Due Diligence / Transaction Services. / Demonstrated ability to independently build and maintain integrated three-statement financial models and valuation models supporting buy-side investment decisions. / Strong command of DCF, trading comparables, and precedent transaction valuation methodologies. / Hands-on experience managing or coordinating financial due diligence workstreams on live M&A transactions. / Ability to work autonomously in a lean deal team and take ownership of key deliverables. / Professional fluency in English. / Availability to work within US East Coast business hours throughout the engagement. Nice to Have: / Previous buy-side transaction experience from a corporate development, private equity, or strategic acquisition environment. / Experience preparing investment committee materials or board-level transaction presentations. / Quality of Earnings (QoE) experience. / Prior exposure to the electronics sector. Scope of Work: / Develop and own the buy-side financial business plan and valuation model for a live acquisition opportunity. / Coordinate and manage the financial due diligence process from the IoI stage through the next phases of the transaction. / Deliver financial analysis and investment recommendations supporting the client's acquisition decision. / Work directly with the client and external advisors as part of a lean, remote deal team operating on US East Coast business hours. / Initial engagement of approximately 8–12 weeks, with the possibility of extension as the transaction progresses. Ideal Profiles: / An M&A Associate or Senior Associate (3–5 years) from a bulge-bracket, elite boutique, or mid-market investment bank with a strong track record in financial modelling, valuation, and live transaction execution. / A Financial Due Diligence or Transaction Services Associate / Senior Associate from a Big Four Deals practice or specialist advisory firm who combines strong financial analysis with hands-on transaction execution and valuation experience. / A hybrid profile with experience across investment banking, transaction services, corporate development, or private equity, bringing deep financial modelling capabilities together with practical buy-side due diligence experience.