Company Description

Daxko powers health & wellness throughout the world. Every day our team members focus their passion and expertise in helping health & wellness facilities operate efficiently and engage their members.

Whether a neighborhood yoga studio, a national franchise with locations in every city, a YMCA or JCC--and every type of organization in between--we build solutions that make every aspect of running and being a member of a health and wellness organization easier and delightful. 

Job Description

As the Director, M&A & Strategic Initiatives, you will spearhead all Merger and Acquisition activities for Daxko as well work with the Chief Financial Officer on other strategic initiatives (analysis of strategic customer contracts, partnerships, budget/reforecasting, etc.). You play an integral part on the Finance Team and will interact regularly with the entire Senior Leadership Team as well as Daxko’s private equity sponsors.

The Director, M&A & Strategic Initiatives reports to the Chief Financial Officer.

Leadership/Supervisory Role: You will lead merger and acquisition transactions through cross-functional due diligence organization. You work through diligence processes and gather and leverage integration planning inputs in order to support integration planning and valuation inputs.

You also gather important information regarding risks and opportunities for impending and ongoing M&A activities, translating this information into fact-based and well-reasoned insights on the valuation and structural impact of the merger or acquisition.

In this leadership position, you will have continual interactions with both internal and external business leaders to drive ongoing alignment of current acquisitions and mergers. You are additionally responsible for ensuring that internal M&A processes and standards are adhered to.

Strategy: You play a strategic role in leading, planning, and providing support for due diligence activities across all functional areas of any transaction inclusive of commercial, financial, products, operations, technology, sales, and marketing. In this position, you will compile due diligence integration plans and support market research required by department (for example, competitive analyses), in order to enable informed decision-making for sensitive merger and acquisition transactions.

Research and Analytics: You will also play an analytical role in modeling and financial analysis of impending and ongoing transactions. Additionally, you'll refine and complete market research and strategic fit analyses.

You will enable detailed target analysis and financial model lead creation using KPIs and other variables as sales drivers in order to estimate revenue and profitability of merger or acquisition over a multi-year project period. You will develop operating models that are highly flexible in order to be able to maneuver through multiple scenarios for the purpose of enabling any necessary and abrupt changes on a real-time basis.

In this position, you are also tasked with leading the preparation of valuation models following the company’s M&A standards and performing key analyses inclusive of ROIC, accretion and dilution analyses, comparable company analysis, and discounted cash flow analyses.

Collaboration: The role of the Director is also a collaborative one and, as such, you will partner with the General Counsel in order to ensure that proper protocols and processes are followed and adhered to in a timely manner for each transaction.

You'll work with the Senior Leadership Team in making final approvals of M&A transactions as well as delivering well-communicated, balanced, and comprehensive analyses for each stage of merger and acquisition transactions for the business’s executives and key stakeholders.

In this collaboration, you will also identify markets, industries, geographies, and technologies that complement the overall M&A strategy and translate these analyses into specified targets. Additionally, you'll work with external investment bankers to expand deal flow.

Other Duties:  Approximately 25-35% of your time will be focused on assisting the CFO with financial and strategic analysis of various initiatives which could include: budgeting/reforecasting, analysis of strategic customer profitability, partnership analysis, business unit profitability analyses, etc. 

Qualifications

Education: The Director must have a Bachelor’s degree in Business, Accounting, Finance, Economics or any other related field. An equivalent of the same in working experience is also acceptable.

Experience: A candidate for this position must have had at least 4 years in working experience in an M&A capacity within a fast-paced, highly competitive, and dynamic environment, preferably working as an Analyst and/or Associate at an investment bank and/or a private equity or venture capital firm. The candidate will demonstrate an in-depth operational and valuation financial modeling experience and an understanding of the M&A process from deal flow development to post-closing integration.

The Director will also have experience making effective decisions through the analysis of information and proficient deal analysis, negotiation and execution. The candidate will have knowledge of accrual accounting concepts, corporate finance, and will also have experience in the entire life-cycle of a merger or acquisition transaction. A suitable candidate will also have a track record of working on transactions, transaction valuation, and strategic transaction analyses.

Experience in M&A transactions in software/technology industry is preferred but not required.

Communication Skills: Communication skills, both in written and verbal form, are an essential skill for the Director. The Director will also be required to draft regular reports and make presentations to the business’s executives, stakeholders, and collaborating personnel for final informed decision-making. These reports must therefore be clear, easy to understand, convincing, exhaustive, engaging, and tailored to suit various audiences.

MS Office/Software: A candidate for this position must be highly proficient in the use of Word, Excel, and PowerPoint, necessary for the creation of visually and verbally engaging reports and presentations for the business’s executives, stakeholders, and collaborating team members. A high level of proficiency with Excel is especially critical for success in this role.

Analytical Skills: The Director must also have a passion for research and analysis, being highly skilled in efficiently analyzing large data quantities and driving financial modeling and due diligence. The Director will be able to process raw information and data, translating this into actionable insights for informed decision-making.

Interpersonal Skills: The Director must have an ability to work in a constantly evolving and fast-paced environment, have an executive presence, a positive can-do attitude, be self-motivated and proactive, and have an ability to work comfortably with collaborative personnel and senior business executives and stakeholders. The Director must also have an ability to work on multiple simultaneous projects and meet aggressive deadlines.

Leadership/People Skills: The Director is a representative of the business to potential target acquisitions, and as such, the Director must be a confident, personable, and approachable individual who brings out a similar image of the business.

Additional Information

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

We truly care for our team members, and this is reflected through our offices, benefits, and great perks. Some of our favorites include: 

• Flexible paid time off 
• Affordable health, dental, and vision insurance options
• Monthly fitness reimbursement
• 401(k) matching
• New-Parent Paid Leave
• 1-month paid sabbatical every 5 years
• Casual work environments