Sr. Manager, Mergers and Acquisitions Finance
POSITION SUMMARY
The Senior Manager, M&A will play a key leadership role in supporting Vertiv's inorganic growth strategy through acquisition, divestiture, and strategic investment activities. This role is responsible for leading complex financial analyses, valuation assessments, due diligence activities, and transaction execution efforts. The Senior Manager partners closely with business leaders, Finance, Legal, Treasury, Tax, and executive leadership to evaluate strategic opportunities, develop investment recommendations, and drive successful transaction outcomes. The role also provides leadership and guidance across transaction teams and contributes to the development and execution of Vertiv's corporate development strategy.
RESPONSIBILITIES
Opportunity Evaluation
- Lead detailed financial analyses, including valuation modeling, scenario planning, and investment case development, for acquisitions, divestitures, and strategic investments.
- Partner with business and functional leaders to develop financial forecasts, business cases, and synergy assessments supporting transaction opportunities.
- Evaluate strategic fit, financial returns, risks, and value creation opportunities associated with potential transactions.
- Develop and present investment recommendations, valuation analyses, and transaction findings to senior management and executive leadership.
- Monitor industry, market, and competitive trends to identify potential acquisition and growth opportunities.
Transaction Execution
- Lead financial due diligence activities and coordinate internal stakeholders and external advisors throughout the transaction lifecycle.
- Analyze historical and projected financial performance, market dynamics, operational drivers, and key business risks of target companies.
- Validate and refine valuation assumptions and transaction economics based on due diligence findings.
- Prepare executive-level diligence reports, investment committee materials, and transaction recommendations.
- Provide financial and strategic support during negotiations, transaction structuring, and final deal execution.
- Support integration planning and value capture initiatives as needed following transaction close.
Leadership and Project Management
- Lead multiple transaction workstreams and strategic initiatives simultaneously across geographies and business units.
- Drive alignment among Finance, Legal, Tax, Treasury, business leadership, and external advisors to ensure timely execution of transaction objectives.
- Establish project plans, transaction timelines, governance processes, and issue management activities.
- Provide leadership, mentorship, and development support to less experienced team members.
- Contribute to the development and continuous improvement of M&A processes, tools, and best practices.
KEY CAPABILITIES
- Advanced Financial Modeling and Valuation Expertise
- Strong Strategic and Analytical Thinking
- M&A Transaction Leadership
- Executive Communication and Presentation Skills
- Cross-Functional Leadership and Influence
- Project and Stakeholder Management
- Negotiation and Problem-Solving Capabilities
- Ability to manage multiple complex initiatives in a fast-paced environment
- Demonstrated business acumen and strategic decision-making skills
QUALIFICATIONS
- Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 10+ years of relevant experience in investment banking, corporate development, mergers and acquisitions, transaction advisory, private equity, strategic finance, consulting, or related analytical disciplines.
- Demonstrated experience leading complex transaction evaluations, financial modeling, due diligence, valuation, and business case development.
- Experience presenting recommendations and influencing senior executives and business leaders.
- Proficiency in Microsoft Office, Bloomberg, FactSet, and other financial analysis tools.
Preferred Qualifications
- MBA, CFA, or other advanced finance or business credentials.
- Experience in industrial manufacturing, critical infrastructure, data center, or related industries.
- Experience supporting global and cross-border M&A transactions.