FP&A Manager
June 12, 2026Senior Associate, Research and Intelligence
June 17, 2026Vice President, Technical Deal Analysis
Responsibilities
On-Site Target Evaluation
• Conduct structured on-site visits to acquisition candidates across the United States
• Assess operational reality against what is represented in financial statements,
CIMs, and management presentations
• Develop an independent view of each target's technical capabilities, workforce
quality, equipment, and facilities
• Identify operational risks, deferred liabilities, and value drivers that would not be
visible through document review alone
Technical Assessment and Reporting
• Produce clear, structured site visit reports that allow deal leads and client
management to make fast, informed decisions
• Quantify or qualify technical observations in terms of their impact on valuation, deal
structure, or integration planning
• Flag material concerns early in the process before significant deal resources are
committed
• Collaborate with the Deal Analysis and Execution team to ensure technical findings
are reflected in valuation models and diligence workstreams
Industry and Competitive Intelligence
• Develop a working understanding of each target's competitive positioning within its
specific segment of the industrial services sector
• Assess long-term opportunity based on market dynamics, customer relationships,
geographic presence, and operational scalability
• Provide the research and deal execution teams with technical context that improves
the quality of their work
Client and Team Interaction
• Communicate findings directly to client management and deal leadership in a clear,
credible manner
• Participate in client strategy sessions to help refine acquisition criteria based on
patterns observed across evaluated targets
• Represent the firm professionally in interactions with target company management
and employees during site visits
Qualifications:
• Substantial hands-on experience in the operational or technical side of the
industrial services sector, such as construction, specialty contracting, distribution,
transportation, manufacturing, or a related field
• A career background that includes direct exposure to how these businesses actually
operate, not just how they are analyzed
• Prior experience in a deal-related role (M&A advisory, corporate development,
private equity operations) is a meaningful plus
• Track record of forming credible, independent judgments in field environments with
limited information
• Ability to read and interpret financial statements in the context of an operational
assessment
• Familiarity with the financial and operational characteristics of businesses in the
industrial services sector (e.g., contract structures, equipment cycles, labor
dynamics, licensing requirements)
• Strong written communication skills; able to produce concise, well-organized site
visit reports without heavy editing
• Confident and credible in the field; able to walk a job site, ask the right questions, and earn the respect of operators quickly
• Entrepreneurial and self-directed; comfortable structuring your own time and
managing a heavy travel schedule without close supervision