Director of Mergers & Acquisitions - Zocalo Recruiting

Job Summary:

We are seeking a dynamic and proactive Director of M&A to lead our financial strategy, with a strong emphasis on Mergers and Acquisitions (M&A) and financial planning. This individual will play a pivotal role in identifying and sourcing potential M&A opportunities, managing relationships with lending institutions, and driving financial forecasts and budgeting. The ideal candidate brings extensive experience within logistics, supply chain, or food and beverage manufacturing and has a demonstrated track record of completing multiple M&A transactions, including post-merger integration. We seek a go-getter with a sales approach to building connections and navigating complex financial landscapes.

Key Responsibilities:

• Mergers & Acquisitions:

• Source and identify potential M&A opportunities, leveraging an established network with investment bankers, private equity firms, and industry leaders.

• Proactively reach out to founders and key stakeholders to establish deal opportunities, and effectively communicate the company’s strategic vision and value.

• Drive the entire M&A lifecycle, from due diligence and negotiation to completion, ensuring seamless post-merger integration and alignment with strategic objectives.

• Relationship Management:

• Establish and maintain strong relationships with lenders and financial institutions, overseeing lending terms and compliance.

• Act as a financial ambassador for the company, nurturing relationships with current and potential financial partners.

• Budgeting & Forecasting:

• Lead the budgeting and forecasting processes, collaborating with cross-functional teams to ensure alignment with operational objectives and financial targets.

• Provide insightful financial analysis to guide decision-making and support company growth initiatives.

• Financial Strategy & Planning:

• Develop and execute comprehensive financial strategies aligned with the company’s goals and market conditions.

• Prepare and present financial reports, forecasts, and strategic recommendations to executive leadership and stakeholders.

Qualifications:

• Experience: 10+ years in finance with a proven track record of leading successful M&A deals, preferably with extensive experience beyond a handful of transactions.

• Industry Knowledge: Strong background in logistics, supply chain, or food and beverage manufacturing is highly desirable.

• Relationship Building: Demonstrated ability to cultivate and leverage relationships with bankers, private equity firms, and other financial stakeholders.

• Technical Skills: Proficiency in budgeting, forecasting, financial analysis, and M&A financial modeling.

• Education: Bachelor’s degree in Finance, Accounting, or a related field; MBA or CFA preferred.

Attributes:

• Results-oriented and self-motivated, with a proactive approach to sourcing and managing M&A opportunities.

• Exceptional interpersonal and communication skills with a “sales-minded” approach to relationship building.

• Strong analytical and strategic thinking skills with a focus on continuous improvement and growth.