We are looking for a M&A Consultant in Schaulmburg, IL
M&A Consultant - Scope of Work (Including but not limited to)
The Consultant shall provide transaction advisory, execution support, diligence coordination, and post-merger integration assistance in connection with the Company’s active acquisition opportunities.
Deliverables:
The Consultant’s deliverables shall include, as applicable:
- Transaction timelines and execution workplans
- Diligence tracker and open-items list
- Weekly transaction status reports
- Executive summary of diligence findings and risks
- Investment and internal approval materials
- Closing readiness checklist
- Post-close integration plan and milestone tracker
1. Transaction Execution
- Coordinate end-to-end deal execution from LOI through closing.
- Develop, manage, and monitor detailed transaction timelines, workplans, diligence trackers, and closing schedules.
- Serve as the primary internal coordination point across legal counsel, tax advisors, accounting teams, lenders, insurance providers, quality of earnings teams, and other internal or external advisors.
- Facilitate transaction meetings, maintain follow-up items, and ensure timely resolution of open issues.
- Partner with the offshore M&A financial analyst team to review financial models, validate assumptions, analyze transaction economics, and support investment decision-making.
- Support preparation of investment memoranda, internal approval materials, management presentations, and transaction summaries for leadership review and decision-making.
- Identify execution risks, bottlenecks, unresolved diligence issues, and key dependencies, and escalate critical matters to Company leadership.
2. Due Diligence Coordination
- Coordinate and manage the diligence process across financial, legal, tax, operational, technology, HR, compliance, and commercial workstreams.
- Prepare, maintain, and regularly update a comprehensive diligence tracker and open-items list to monitor requests, ownership, status, and resolution of diligence matters.
- Coordinate with target-company management, data room administrators, and third-party advisors to obtain required information and documentation in a timely manner.
- Review diligence outputs and summarize key findings, issues, and risks for leadership.
- Work with internal teams and external advisors to track outstanding diligence matters and support risk assessment, purchase price considerations, and transaction decision-making.
3. Reporting and Transaction Management Deliverables
- Prepare and circulate weekly transaction status reports summarizing progress against timeline, diligence updates, key risks, dependencies, critical decisions, and next steps.
- Prepare executive summaries of diligence findings and risks, including key financial, legal, tax, operational, compliance, and integration considerations for leadership review.
- Maintain transaction issue logs, action-item trackers, and decision logs for each active deal.
- Develop and manage a closing readiness checklist covering all required pre-closing deliverables, approvals, financing items, documentation, and advisor inputs necessary to support an efficient closing process.
4. Closing Readiness and Completion Support
- Coordinate all pre-closing workstreams to ensure readiness for closing.
- Track completion of diligence, financing requirements, legal documentation, disclosure schedules, internal approvals, and other closing deliverables.
- Support leadership in assessing close/no-close readiness based on status of open items, key risks, and transaction conditions.
- Assist in final closing coordination with all internal stakeholders and external advisors.
5. Post-Merger Integration & Value Creation
- Lead post-close integration planning and execution to ensure operational, financial, and strategic alignment.
- Develop an integration roadmap with defined workstreams, responsibilities, milestones, and timelines.
- Coordinate integration efforts across operations, finance, technology, HR, compliance, and leadership teams.
- Track integration milestones, synergy realization, and performance against investment objectives.
- Identify integration risks, execution gaps, and cross-functional dependencies, and recommend corrective actions where needed.
- Support leadership in prioritizing and monitoring post-close value creation initiatives.
6. General Support and Advisory
- Provide strategic and execution-related support to Company leadership throughout the transaction lifecycle.
- Assist management in organizing key transaction information, summarizing issues, and preparing materials necessary for informed decision-making.
- Support communication and coordination among all parties involved in the transaction and integration process.