Merger & Acquisitions Manager

Edgeco Holdings - Stamford, CT

Full-time - Senior

Stamford, CT

Administrative and Support Services

About the position

The M&A Manager position at EdgeCo Holdings is a newly established role critical to executing the company's growth strategies. This position will have direct exposure to senior management and will lead the day-to-day activities related to mergers and acquisitions, overseeing transactions, managing the M&A team, and supporting corporate development initiatives.

Responsibilities

• Manage, mentor, and develop the M&A team, fostering growth and ensuring high performance.
• Lead the execution of M&A transactions, including due diligence, financial modeling, deal structuring, and coordination with internal teams and external stakeholders.
• Work directly and collaboratively with counterparties and their advisors, ensuring effective communication, negotiations, and coordination.
• Provide detailed oversight and analysis of deal documentation including term sheets, LOIs, purchase agreements, and related transaction documents.
• Manage the tracking of the firm's expanding M&A pipeline, ensuring alignment with corporate goals.
• Manage post-transaction KPIs such as synergies and any contractual purchase price adjustments including working capital, contingent payments, and earnouts.
• Direct the M&A team in developing detailed financial analyses to support the evaluation of opportunities, including standalone target valuation, synergy assessments, deal structuring alternatives, IRR, and proforma financial impacts.
• Supervise the creation of presentations and investment materials for the executive leadership, the Board of Directors, the investment committee, and the lending group.
• Present key transaction updates and recommendations to senior management and the investment committee.
• Work closely with the SVP and senior leadership on ad hoc strategic projects as needed.

Requirements

• Undergraduate degree in Business, Finance, or a related field.
• Master's degree or MBA is strongly preferred.
• A minimum of 8+ years of relevant work experience in investment banking, private equity, M&A consulting, and/or corporate finance.
• Proven leadership experience in managing and mentoring junior team members.
• Extensive experience in executing all aspects of M&A transactions across multiple industries.
• Very strong analytical, strategic thinking and decision-making skills, with a keen understanding of financial statements and forecasting.
• Expertise in financial modeling, due diligence, and deal structuring within the M&A process.
• Demonstrated experience in company valuations and financial analysis.
• Highly organized with strong attention to detail, able to deliver results in a fast-paced, evolving environment.
• Excellent interpersonal and communication skills, with the ability to collaborate effectively across teams.
• Advanced proficiency in Excel (complex financial modeling) and PowerPoint.

Nice-to-haves

• Prior experience in the financial services sector, specifically in asset/wealth management (RIA) is a plus.