M&A Specialist

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Mergers & Acquisitions Diligence and Integration team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Mergers & Acquisition Coordinator to join their dynamic team.

The M&A Specialist will play a pivotal role in supporting the execution of mergers and acquisitions (M&A) projects. This includes ensuring seamless and efficient due diligence and integration processes. The ideal candidate will collaborate with cross-functional teams, plan and facilitate M&A-related events and meetings, track value creation metrics, and manage the flow of critical information throughout the M&A lifecycle. This position requires a highly organized, detail-oriented individual with a passion for M&A, exceptional communication skills, and the ability to adapt to a fast-paced, dynamic environment.

Responsibilities:

• Project Coordination: Support M&A managers in overseeing project progress, managing timelines, tracking milestones, and organizing deal documentation to ensure project deadlines are met. 
• Due Diligence Support: Assist in the due diligence process by gathering, compiling, and organizing necessary information from various departments (finance, legal, operations) to ensure completeness and accuracy of data. 
• Integration Planning and Execution: Contribute to the planning and execution of post-acquisition integration, ensuring activities align with strategic objectives, integration timelines, and key milestones. 
• Communication and Stakeholder Management: Act as the primary liaison between internal teams and external stakeholders, ensuring clear, timely, and effective communication regarding project details and updates. 
• Documentation and Information Management: Organize and maintain critical project documentation, including due diligence reports, integration plans, meeting notes, and action items. 
• Timeline and Risk Management: Track project timelines and milestones, identifying potential risks or delays. Proactively escalate concerns to the M&A project manager or leadership when necessary to mitigate risks. 
• Meeting Coordination and Facilitation: Schedule and coordinate meetings for cross-functional teams, including preparing agendas, taking detailed minutes, and following up on action items to ensure timely completion. 
• Status Reporting: Prepare and distribute regular status updates to key stakeholders, highlighting project progress, current issues, and next steps in a concise and clear manner. 

Qualifications:

• Education: 
• Bachelor’s degree in Business, Finance, Project Management, or a related field. 
• Experience: 
• 2-4 years of experience in project coordination, with a preference for candidates with exposure to M&A, consulting, or financial services environments. 
• Skills & Competencies: 
• Familiarity with M&A processes, including due diligence, integration, and project management best practices. 
• Proficiency with project management software (e.g., DealRoom, ClickUp, etc.) and Microsoft Office Suite. 
• Strong organizational skills, with the ability to manage multiple projects and competing priorities simultaneously. 
• Excellent verbal and written communication skills, with the ability to work effectively across teams and engage stakeholders at all levels. 
• Strong attention to detail and analytical/problem-solving capabilities. 
• Preferred Skills: 
• Experience within M&A, financial services, or consulting sectors. 
• Knowledge of financial statements, corporate transactions, and basic financial analysis. 
• PMP or similar project management certification is a plus. 

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.