Manager
TLDR
Lead financial due diligence and transaction execution for PE and middle-market M&A engagements, serving as the day-to-day deal lead with client-facing responsibilities from LOI to close.
Company Overview
Blue Ops is a leading M&A consulting firm specializing in financial due diligence, value creation, and analytics. With a team of 70+ professionals across four offices, we support 120+ transactions annually for middle-market private equity firms, investment banks, and portfolio companies.
Role Overview
Blue Ops is seeking an M&A Manager to lead financial due diligence and transaction execution across multiple private equity and middle-market M&A engagements. This client-facing role serves as the day-to-day deal lead, owning engagement execution from LOI through close and into post-transaction execution.
Key Responsibilities
- Lead buy-side and sell-side financial due diligence engagements
- Prepare and review quality of earnings, EBITDA, working capital, and transaction models
- Manage multiple concurrent engagements and ensure timely, high-quality delivery
- Serve as the primary client contact for private equity sponsors, bankers, and management teams
- Supervise, mentor, and develop Associates and Analysts
- Present diligence findings and transaction insights to clients
- Support post-close integration and value creation initiatives
Qualifications
- 5–10 years of experience in transaction advisory, financial due diligence, investment banking, or corporate development
- Strong technical accounting and financial analysis skills
- Experience leading client-facing diligence engagements
- Advanced Excel and financial modeling capabilities
- CPA, CFA, or similar credentials preferred
Compensation & Benefits
Blue Ops offers a competitive base salary, performance-based bonus, comprehensive benefits package, and a clear path for advancement within a growing M&A platform.
Benefits
career advancement opportunities
a clear path for advancement within a growing M&A platform
Xerxes Global is a multifaceted firm that operates through brands specializing in M&A advisory, financial performance software, and advanced analytics, serving private equity firms and investment banks. By combining operational expertise with innovative technology, particularly in data science and AI, we empower small to mid-sized companies to enhance their financial strategies and drive long-term value.