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

We are supporting a leading global strategy consultancy in its search for a research associate to support a vendor due diligence engagement in the education sector. The assignment centres on the US market for graphing calculators and associated digital learning solutions, requiring both quantitative market sizing and qualitative primary research through expert interviews. The role is well-suited to a commercially curious analyst with a strong grounding in education market dynamics and a track record of conducting structured primary research. Responsibilities: / Conduct a rigorous bottom-up and top-down market sizing of the US graphing calculator market, including associated digital and software solutions. / Develop and apply segmentation frameworks to assess addressable market by channel, end-user type (K-12, higher education), and product category. / Design and execute a structured expert interview programme, identifying and engaging relevant industry participants including educators, procurement officers, distributors, and edtech platform operators. / Synthesise qualitative findings from expert interviews into actionable insights on market trends, competitive dynamics, and buyer behaviour. / Triangulate primary research findings with secondary data sources (industry reports, public filings, enrolment statistics, curriculum guidelines) to validate market sizing assumptions. / Produce clear, structured analytical outputs — including market sizing models, interview summaries, and insight decks — suitable for presentation to a senior consulting team and ultimately to the client's investment committee. / Maintain a transparent assumptions log and data source register throughout the engagement to support auditability of all analytical outputs. Requirements: / Demonstrate hands-on experience designing and executing expert interview programmes in a consulting, research, or diligence context, including discussion guide development and insight synthesis. / Possess strong quantitative research skills, with demonstrable experience conducting primary market sizing using both top-down and bottom-up methodologies. / Show proficiency in secondary research, including extraction and triangulation of data from industry databases, public filings, and regulatory sources. / Exhibit the analytical rigour and structured communication skills required to translate complex market data into concise, decision-grade outputs for a senior audience. / Demonstrate comfort operating independently in a remote engagement model with minimal day-to-day supervision. / Possess strong written and spoken English, with the ability to conduct expert interviews and produce client-ready written deliverables to a high standard. Nice to Have: / Prior exposure to the US K-12 or higher education sector, whether through consulting engagements, in-house roles, or relevant academic research. / Familiarity with the competitive dynamics of the US edtech market, including digital assessment, learning management platforms, and curriculum-aligned software. / Experience supporting vendor due diligence or commercial due diligence engagements in a strategy consulting or advisory context. / Knowledge of US education procurement cycles, state curriculum standards, or standardised testing requirements (e.g., SAT, AP, ACT) and the role of approved calculator lists. Scope of Work: / Deliver a validated, bottom-up market sizing model for the US graphing calculator market, disaggregated by key segments and accompanied by a documented assumptions register. / Design and execute an expert interview programme comprising a defined number of structured conversations with relevant market participants; provide a synthesis report of findings. / Produce a secondary research compendium covering competitive landscape, demand drivers, regulatory and curriculum environment, and digital adjacencies. / Consolidate all outputs into a presentation-ready format for integration into the broader VDD deliverable. / Engagement is defined and time-boxed; scope is limited to the US market and the defined product category — no adjacent geographies or product lines unless explicitly agreed.

We are supporting a Swiss-based acquirer executing a buy-and-build roll-up of accounting firms in Switzerland. The platform has completed its first acquisition and has an active pipeline of additional targets under LOI. The engagement requires an experienced PMI Lead who can assume ownership of live integrations immediately and manage multiple integration streams in parallel. What distinguishes this role from a conventional integration mandate is its depth of operational and behavioural change: the value creation thesis depends on migrating acquired firms onto a shared platform, embedding AI-driven workflows into day-to-day operations, and fundamentally shifting how acquired teams serve clients. Responsibilities: / Own each integration end-to-end from deal close through to handover, operating as the single point of contact for each acquired firm throughout the integration window. / Execute the 3+3 integration model: lead an intensive, on-the-ground active phase for the first three months, followed by a structured three-month follow-up phase running in parallel with the next acquisition's active integration. / Drive workflow migration onto the platform's shared operating infrastructure, including the adoption of AI-assisted tooling in client-facing and back-office processes. / Manage behavioural and cultural change within acquired firms — translating process redesign into durable changes in how practitioners work day to day. / Maintain client and staff retention at levels committed at deal close, managing communication and trust-building with acquired firm leadership and employees throughout the transition. / Ensure handover to steady-state operations is clean and well-documented, enabling the platform to redeploy integration capacity to the next acquisition. / Contribute to deal pipeline activity where appropriate — supporting target identification, qualification, and relationship warm-up in the Swiss accounting market. Requirements: / Demonstrate a track record of leading post-merger integrations end-to-end as named integration lead — with hands-on ownership of workflow redesign, platform migration, and team onboarding from close to handover. / Show hands-on experience redesigning workflows, processes, and team behaviours inside acquired firms — not oversight from a steering committee or programme governance layer. / Demonstrate the ability to operate inside founder-led, owner-managed firms in the CHF 0.5M–CHF 3M revenue range, with the interpersonal and situational fluency this demands. / Possess the readiness to step into a live, active integration from day one — no ramp-up period is available. / Demonstrate professional fluency in both French and English. Nice to Have: / Experience contributing to deal origination or target development in the Swiss accounting market. / Familiarity with AI-assisted workflow tooling or process automation in a professional-services context. / Conversational or professional proficiency in German. / Prior experience in a roll-up or serial acquisition context where integrations are run in parallel rather than sequentially. / Track record of hitting EBITDA targets on acquired entities within 12 months of close. Scope of Work: / Take ownership of Integration #1, which is currently live, and deliver it to the agreed plan including client and staff retention targets. / Run all subsequent integrations on the 3+3 model, managing overlap between the active phase of one integration and the follow-up phase of the prior one. / Design and embed standardised integration playbooks for workflow migration, platform onboarding, and behavioural change across acquired firms. / Report directly to the CEO on integration progress and emerging risks on each acquired entity. / Support the broader acquisition pipeline with market intelligence and relationship development in the Swiss accounting sector where capacity allows. Ideal Profiles: / A candidate with operational experience in any professional-services or services context who has moved into a specialist integration role — either in-house at a serial acquirer or as an independent interim manager. Has led multiple integrations personally and is comfortable operating without corporate infrastructure. Likely working as a freelance PMI specialist or fractional executive today. / A former managing director or senior manager at a mid-sized professional-services firm who has subsequently led or been heavily involved in a consolidation or acquisition programme. Brings deep credibility operating inside small founder-led businesses and the ability to quickly establish trust with acquired firm leadership. / A transformation or operations consultant (boutique or mid-tier firm) who has transitioned into hands-on integration delivery — owning the change inside acquired businesses rather than designing it from the outside. French-speaking, ideally based in Swiss Romande or the Franco-Swiss corridor.

We are supporting a growth-stage B2B SaaS business headquartered in Germany, with operating entities in the UK and US, in its search for an Interim CFO to provide senior finance leadership during a defined transition period. The outgoing VP of Finance is departing, and the business requires experienced cover to maintain continuity, execute a concentrated set of high-priority deliverables, and stabilise the finance function ahead of a permanent appointment. The engagement spans approximately six months of operationally intensive activity, including an ERP go-live, annual audit sign-off, an equity and debt raise, and ongoing board and investor reporting obligations. This is a hands-on operating mandate — not an advisory or fractional engagement. Responsibilities: / Own and drive the FY audit sign-off process to completion, coordinating with external auditors and ensuring timely delivery of all required documentation and approvals. / Lead the go-live of the business's new ERP system, scheduled for 1 June 2026, and manage the post-go-live stabilisation period to ensure operational continuity across all entities. / Maintain the monthly close process across the Munich, UK, and US entities, ensuring accuracy, timeliness, and consistency of financial reporting throughout the engagement. / Own and deliver the monthly investor reporting cadence, producing board-quality outputs aligned with VC investor expectations. / Execute the completion of a small equity round and associated debt facility, managing lender and investor workstreams, documentation, and internal preparation. / Drive the handover close-out programme, encompassing transfer pricing documentation, intercompany loan formalisation, a UK tax authority disclosure, and bank signatory transfers. / Engage directly with the Board and Advisory Board as the senior finance representative, including attendance at and preparation for formal governance meetings. / Manage and provide leadership to the existing finance team throughout the transition period, maintaining team stability and performance. / Support the transition process with the outgoing VP of Finance, including a structured overlap period to ensure continuity of institutional knowledge. Requirements: / Demonstrate a track record as a sitting or recently active CFO at a VC-backed SaaS or recurring-revenue software business, with multi-entity, multi-currency operational accountability. / Possess direct experience owning an ERP implementation or go-live at a comparable business, with demonstrated ability to manage system transitions under time pressure. / Demonstrate hands-on ownership of statutory audit sign-off as the senior finance principal, with direct responsibility for external auditor relationships and deliverables. / Exhibit deep fluency in international tax matters across Germany, the UK, and the US — including transfer pricing, intercompany structures, and multi-jurisdictional compliance obligations. / Demonstrate the seniority and credibility to engage directly as a peer to board members, VC investors, and external advisers without requiring supervision. / Possess the capacity to commence immediately, with availability to overlap with the outgoing finance lead during a structured handover period. / Show a track record of managing fundraising processes — equity and/or debt — in a VC-backed environment, including investor communications and documentation workstreams. Nice to Have: / Prior experience in a Munich- or DACH-based operating environment, with familiarity with German statutory requirements and local financial compliance obligations. / Exposure to Series C or later-stage SaaS businesses preparing for future liquidity events, with an understanding of the finance function maturity expectations at that stage. / Familiarity with the specific ERP system being implemented, or direct experience with comparable mid-market ERP platforms in a SaaS context. / Established relationships with VC-tier investors and an understanding of institutional investor reporting cadences and expectations. Scope of Work: / Interim CFO cover for an engagement of approximately six months. / Full ownership of the FY audit sign-off process and all supporting documentation and stakeholder management. / ERP go-live leadership and stabilisation management from 1 June 2026 onwards. / Monthly close and investor reporting ownership across the Munich HQ and UK and US entities. / Execution of the equity round and debt facility, from documentation through to completion. / Delivery of all handover close-out items: transfer pricing documentation, intercompany loan formalisation, UK tax authority disclosure, and bank signatory updates. / Board and Advisory Board engagement, including preparation for and attendance at the Advisory Board meeting.

We are supporting a real estate developer in raising capital for and executing due diligence on a €200M Purpose-Built Student Accommodation (PBSA) portfolio comprising 10 assets across Italy. A flagship 400+ bed asset nearing completion serves as the cornerstone for the broader platform initiative. The role sits at the intersection of capital formation and transaction execution, with the Associate / Manager / Director / VP acting as the central coordinator across legal, technical, tax, and commercial workstreams. The environment is lean, AI-forward, and largely self-sufficient — outside advisors are used sparingly, meaning the Associate is expected to operate with significant independence and ownership. Responsibilities: / Coordinate and project-manage end-to-end due diligence workstreams across legal, technical, tax, and commercial domains, both internally and with external advisors where engaged / Lead contract negotiation and review across the deal lifecycle, including financing, equity, and asset-level agreements / Draft and refine investor-grade presentations and materials for lenders, equity sources, and other capital providers / Negotiate term sheets, commitment letters, and definitive agreements with debt and equity counterparties / Build and maintain financial models supporting the portfolio thesis, capital structure, and individual asset underwriting / Conduct market and competitive analysis on PBSA demand drivers, supply pipelines, and yield benchmarks across Italian university cities / Manage data room organization, diligence trackers, and counterparty Q&A flow / Leverage AI tooling to accelerate document review, drafting, modeling, and research workstreams / Interface directly with the developer's principals, capital partners, and external advisors as a peer-level operator Requirements: / Possess a strong foundation in real estate transactions, capital formation, or M&A execution, ideally with exposure to development or living-sector assets / Demonstrate hands-on experience coordinating multi-workstream due diligence processes across legal, tax, technical, and commercial diligence / Show fluency in financial modeling for real estate, including development cash flows, capital structures, and returns analysis / Exhibit professional working proficiency in both Italian and English, sufficient for live negotiation and document drafting / Possess experience drafting investor materials, lender presentations, and capital-raising documentation / Demonstrate comfort operating in a lean, principal-led environment with limited reliance on external advisors / Show evidence of being a heavy and effective user of modern AI tooling for productivity, drafting, and analytical workflows Nice to Have: / Prior exposure to PBSA, student housing, BTR, or other operational living-sector real estate / Familiarity with the Italian real estate market and Italian legal and tax frameworks for real estate investment vehicles / Experience structuring development debt and joint-venture equity in a European context / Track record of working directly with institutional LPs, family offices, or international capital sources on real estate mandates / Experience with portfolio-level capital raises or platform aggregation transactions rather than single-asset deals Scope of Work: / Full ownership of the diligence coordination layer across all four workstreams for the duration of the capital raise / End-to-end production of lender and equity materials, including pitch decks, financial summaries, and information memoranda / Active involvement in commercial negotiation and document review through to financial close / Engagement assumed to run through the closing of the cornerstone asset financing and broader platform capital raise / Hybrid working model with periodic on-site presence required in Italy for principal and counterparty interactions

We are supporting a corporate buyer in identifying a senior, hands-on Corporate Development professional to drive its M&A and growth strategy across Europe and North America. The engagement is deeply operational and embedded, covering the full deal lifecycle from origination through integration, with direct reporting to the CEO. This is a fractional but long-term mandate (2–3 days per week over 6 to 12 months), designed for a seasoned operator who can act as a true peer to executive leadership and own the end-to-end M&A process. Responsibilities: / Originate and qualify acquisition targets across European and North American markets in line with the client's strategic thesis / Lead initial outreach and relationship-building with target company founders, owners, and management teams / Drive deal structuring, valuation, and negotiation in coordination with the CEO and external advisors / Manage commercial, financial, and operational due diligence workstreams, including coordination with external counsel, accountants, and consultants / Build and maintain the M&A pipeline, including a clear cadence of reporting and decision-points for the CEO and board / Oversee deal execution end-to-end, including SPA negotiation, signing, and closing logistics / Lead post-merger integration planning and execution, ensuring value creation milestones are met / Partner with internal finance, operations, and commercial functions to embed acquired businesses / Provide ongoing strategic counsel to the CEO on portfolio strategy, capital allocation, and inorganic growth priorities Requirements: / Possess 10–15+ years of cumulative experience across Corporate Development, Private Equity, or Investment Banking, with a clear weighting toward mid-market transactions / Demonstrate a track record of leading deals from origination through integration, not solely execution or solely sourcing / Show fluency in mid-market deal dynamics — €50M–€500M enterprise value range — including the operational realities of working with founder-led and family-owned targets / Exhibit an industrial mindset, with hands-on familiarity with operational due diligence, integration planning, and value creation in industrial or industrial-adjacent businesses / Possess the seniority and presence to engage directly as a peer to the CEO and the board, owning workstreams without supervision / Demonstrate cross-border execution experience spanning at least Europe and North America, including familiarity with the relevant legal, tax, and cultural nuances / Show availability for a recurring 2–3 day per week commitment over 6 to 12 months in a hybrid working model Nice to Have: / Prior experience leading buy-and-build or platform strategies for a PE-backed or corporate buyer / Sector exposure in industrials, manufacturing, building services, or industrial technology / Network of intermediaries, advisors, and bankers in the mid-market across Europe and North America / Operating experience in-house at a portfolio company or corporate buyer beyond pure advisory or investing roles / Multilingual capability supporting cross-border deal-making in continental Europe Scope of Work: / End-to-end ownership of the M&A function on a fractional basis, with 2–3 days per week over a 6 to 12 month engagement / Deliverables include a structured pipeline, regular deal review cadence with the CEO, fully executed transactions, and integration plans for completed acquisitions / Direct reporting line to the CEO, with informal accountability to the board / Embedded role: works as part of the leadership team rather than as an external advisor / Hybrid working model, with periodic travel across Europe and North America to meet targets and lead diligence

We are supporting a leading European management consultancy advising on the post-signing setup of a carved-out consumer products business being acquired by a private equity firm. The company is a €50M-€100M revenue division (~250 employees, five legal entities across Europe and the US) being separated from a global corporate parent. The deal is already agreed — no M&A advisory or valuation work is required. The sole mandate is to stand up a fully operational, standalone finance function by mid-September, working alongside a small consultant team from the advisory firm. Responsibilities: / Lead the end-to-end design and stand-up of the standalone finance function across five legal entities in Europe and the US / Select, contract, and oversee the implementation of a fit-for-purpose accounting system suited to a PE-backed mid-market platform / Define and document core finance processes spanning month-end close, statutory and management reporting, AP/AR, treasury, intercompany, tax compliance, and consolidation / Build and recruit the standalone finance team, defining the target operating model, roles, and reporting lines / Act as the senior counterpart to the PE sponsor, the divesting parent's transition team, and the incoming portfolio company's senior leadership / Drive transition service agreement (TSA) exit planning and ensure clean separation from the parent's shared services and ERP environment / Establish PE-grade reporting cadence including KPI dashboards, cash flow forecasting, and lender or sponsor reporting packages / Govern the four-month delivery plan against a fixed mid-September go-live deadline, escalating risks and trade-offs to sponsor and consultancy leadership / Coordinate with the partnering consultant(s) on workstream delivery, ensuring senior decision-making and bench execution capacity are appropriately leveraged Requirements: / Possess prior experience as a CFO, Interim CFO, or Finance Director in a PE-backed mid-market environment, ideally with carve-out or stand-up exposure / Demonstrate hands-on track record selecting and implementing accounting and ERP systems within compressed timelines / Show fluency operating across multi-entity, multi-jurisdiction finance environments (DACH, UK, Nordics, US) / Exhibit the gravitas and seniority to lead the senior leadership team of the carve-out and act as a credible peer to the PE sponsor / Demonstrate hiring and team-building experience, including defining target operating models and recruiting finance talent at pace / Possess fluency in English at a professional working level, German is a significant benefit / Show availability to commence imminently and commit to a fixed-duration interim mandate through to October. Nice to Have: / Prior consumer products, FMCG, or branded goods sector exposure / Experience working alongside Big Four or strategy consultancy delivery teams in a post-merger integration or separation context / Familiarity with German GAAP (HGB) and IFRS reporting environments / Track record of standing up finance functions in newly carved or newly platformed businesses for mid-market PE sponsors / Network of finance talent that can be tapped for the build-out of the permanent team Scope of Work: / Four-month interim engagement from start through to October / Delivered as a small team: the interim CFO sourced externally, supported by mid-level consultant(s) from the advisory firm's bench / Engagement is intermediated by the advisory firm and presented to the end client without disclosing the sourcing channel / Indicative all-in daily rate of €1,700–€2,200, inclusive of platform fees / Primary deliverables: operational accounting system, defined finance process map, recruited or contracted finance team, PE-grade reporting cadence, and TSA exit readiness / Engagement model assumes hybrid or on-site presence in Germany with potential travel to other entity locations if required

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 Portugal-based IT consulting firm in identifying and engaging an external M&A advisor to lead its first inorganic growth initiative. The client is seeking to diversify its investment portfolio through the acquisition of an operating company, with a clear preference for targets in the core IT and software sector. The mandate is structured as an exclusive six-month engagement covering the full transaction lifecycle from target screening through deal completion, with exclusivity scoped solely to the target list identified during the engagement. Responsibilities: / Build a structured longlist of potential acquisition targets in the IT and software sector aligned with the client's strategic and financial criteria. / Conduct initial screening and qualification of targets, refining the longlist into a prioritized shortlist for client review. / Establish first contact with target representatives, owners, or shareholders and manage outreach correspondence on the client's behalf. / Organize and coordinate exploratory meetings between the client and target company leadership, including agenda-setting and logistical support. / Lead financial analysis and valuation work on shortlisted targets, applying appropriate methodologies for the IT/software sector. / Provide hands-on advisory support throughout the negotiation process, including indicative offers, term sheets, and SPA discussions. / Coordinate diligence workstreams and liaise with external advisors (legal, tax, technical DD) where required. / Manage the engagement through to signing and closing of the transaction. Requirements: / Possess substantial buy-side M&A execution experience with demonstrable track record of completing transactions end-to-end. / Demonstrate fluency in M&A processes including target screening, valuation, negotiation, and closing on behalf of corporate acquirers. / Show sector exposure to IT services, software, or technology businesses, with the ability to assess target quality on a commercial and operational basis. / Exhibit native or fully professional Portuguese language proficiency to engage directly with the client and Portuguese-speaking target counterparties. / Possess the seniority and credibility to operate independently with the client's principals and represent them externally with target shareholders. / Demonstrate the operational capacity to dedicate sufficient bandwidth to an exclusive six-month engagement. Nice to Have: / Iberian market network spanning founders, owners, and shareholders of small and mid-sized IT services and software businesses. / Prior experience advising first-time acquirers or family-owned corporates on their inaugural M&A transactions. / Working knowledge of the Portuguese IT services landscape, including consolidation dynamics and typical transaction structures. / Prior buy-side mandates of comparable scale (sub-€100M EV) in technology-adjacent sectors. / Existing relationships with local legal, tax, and technical diligence providers in Portugal. Scope of Work: / Exclusive six-month buy-side advisory engagement, with exclusivity applying solely to the target list identified and presented during the engagement. / Origination and screening of target companies in the IT/software sector. / Approach and liaison with target representatives, including coordination of exploratory meetings. / Valuation and financial analysis of shortlisted targets. / Negotiation advisory through term sheet, definitive documentation, and closing. / Personalized, results-oriented engagement model focused on successful transaction completion rather than retainer-only deliverables.

We are supporting a technology operator in the sell-side disposal of a production-ready, pre-revenue interactive livestreaming SaaS platform. The asset comprises a creator-facing studio product, an embeddable player, an integrated Stripe Connect billing layer, and a LiveKit-based real-time infrastructure deployed on AWS — but has not yet generated meaningful commercial traction. The advisor will own end-to-end transaction execution: shaping the equity story for a pre-revenue tech asset, identifying and approaching the right strategic acquirers or partners, running a disciplined process, and driving the deal to close within a compressed 3–6 month window. Compensation is structured as a meaningful upfront retainer plus a generous success fee in the 15–20% range. Responsibilities: / Develop a compelling sell-side narrative and equity story that positions a pre-revenue technology asset on the basis of its IP, infrastructure, productisation, and strategic optionality rather than financial performance. / Build and prioritise a tailored buyer universe across strategic acquirers in livestreaming, video infrastructure, creator-economy platforms, B2B SaaS, and adjacent verticals where the technology stack is accretive. / Prepare all transaction marketing materials, including teaser, IM/CIM, management presentation, and supporting technical/architecture appendices. / Run a structured outreach and engagement process — managing NDAs, first-round indications, management meetings, and bid coordination. / Set up, populate, and manage the virtual data room across legal, technical, IP, commercial, and corporate workstreams. / Lead negotiation of LOIs, term sheets, and the final SPA / asset purchase agreement, coordinating with legal counsel and tax advisors. / Manage buyer-side diligence end-to-end, including technical and IP-focused workstreams that are atypical for traditional sell-side mandates. / Drive the process to close, including signing, closing mechanics, and any earn-out or contingent consideration structuring. Requirements: / Possess a demonstrable track record of executing sell-side M&A or asset sales in the technology, SaaS, or digital media sectors, ideally including pre-revenue or capability-driven transactions. / Demonstrate a tested buyer network across strategic acquirers in streaming, creator economy, video infrastructure, B2B SaaS, and adjacent technology verticals. / Show fluency in framing valuation for pre-revenue or sub-scale assets — including IP value, technology replacement cost, team value, and strategic synergy storylines. / Exhibit hands-on process leadership, with the seniority and credibility to engage directly with founders, CEOs, corp dev leads, and strategic acquirers as the lead deal partner. / Possess working knowledge of modern SaaS architecture and infrastructure components (real-time video / WebRTC, embeddable web players, payment-platform integrations, cloud-native deployments) sufficient to credibly position the asset to technical buyers. / Demonstrate immediate availability and the bandwidth to drive a transaction to close within 3–6 months. Nice to Have: / Prior tenure at a technology-focused M&A boutique with a strong sell-side practice. / Personal relationships with corp dev teams at major streaming, video, or creator-economy platforms. / Experience structuring acqui-hire or asset-purchase transactions where consideration is heavily weighted toward equity, earn-outs, or retention packages. / Familiarity with LiveKit, WebRTC infrastructure, or real-time video tooling at a technical level. / Prior advisor-side experience working on founder-led sale processes with concentrated decision-making. Scope of Work: / Pre-launch phase: equity story development, buyer mapping, marketing materials, data room build-out (weeks 1–3). / Outreach and first-round phase: targeted approach to strategic acquirers, NDA management, teaser distribution, IOI collection (weeks 3–8). / Management meetings and second-round phase: coordinating diligence, managing buyer questions, refining bids (weeks 8–14). / LOI/SPA negotiation and close: term sheet negotiation, exclusivity, confirmatory diligence, signing, closing (weeks 14–24). / Ongoing reporting and process governance with the founding team throughout the engagement.

We are supporting a PE-backed property services platform in executing the origination phase of its buy-and-build strategy across Spain. The mandate is to identify, qualify, and prioritise acquisition targets across facilities management (FM), property management, cleaning, maintenance, and technical services, and to support initial outreach to founders and management teams of shortlisted businesses. The engagement also requires ongoing market intelligence on competitive dynamics and M&A activity in the Spanish property services sector. The role sits at the intersection of M&A origination and sector mapping, requiring a candidate fluent in both English and Spanish who can operate independently with founder-level counterparts. Responsibilities: / Build a structured longlist of acquisition targets in the Spanish property services sector, covering FM, property management, cleaning, maintenance, and technical services / Qualify and prioritise targets against the platform's stated acquisition criteria, including financial profile, geographic footprint, service mix, and strategic fit / Support outreach and first-contact conversations with shortlisted founders and management teams of target businesses / Provide ongoing market intelligence on the Spanish property services competitive landscape, including transaction activity, valuation benchmarks, and sponsor activity / Maintain a clean, well-documented target database with ownership status, financial indicators, and engagement history / Coordinate with internal investment and corporate development resources to align outreach with platform priorities / Synthesise findings into structured briefing materials for the platform's leadership and sponsor stakeholders / Iterate on target selection criteria based on early market feedback and management team responses Requirements: / Possess full professional fluency in both Spanish and English, with the ability to operate confidently with Spanish-speaking founders and Anglophone sponsor stakeholders / Demonstrate prior experience in M&A origination, target sourcing, or buy-side advisory at a PE platform, investment bank, corporate development team, or transaction advisory firm / Show proven track record of building structured target longlists in fragmented, owner-managed markets — ideally including direct outreach to founders / Exhibit strong understanding of mid-market deal dynamics, with the maturity to engage directly with founders and CEOs as a credible counterpart / Demonstrate analytical rigour in qualifying targets against acquisition criteria, including familiarity with financial diligence indicators and strategic-fit assessment / Possess working knowledge of the Spanish business landscape and the cultural fluency required to build trust with founder-led businesses Nice to Have: / Prior sector exposure to property services, facilities management, building services, or other fragmented service-sector roll-ups / Direct experience supporting a PE-backed buy-and-build programme through multiple bolt-on acquisitions / Existing network of founders, advisors, or intermediaries active in the Spanish mid-market services sector / Familiarity with CRM and target-tracking tools used in M&A pipeline management / Prior experience working alongside PE sponsors as an external consultant or fractional resource Scope of Work: / Deliver a structured, qualified longlist of Spanish property services acquisition targets, segmented by sub-sector and prioritised against acquisition criteria / Provide a target dossier for each shortlisted business, summarising financial indicators, ownership structure, and strategic fit / Support the platform in initiating first-contact conversations with founders and management teams of shortlisted targets / Produce a periodic market intelligence brief on Spanish property services M&A activity and competitive dynamics / Maintain ongoing dialogue with the platform's investment and corporate development resources throughout the engagement