Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Evaluate strategic acquisitions and investment opportunities for Cotiviti.
Conduct financial modeling, valuation, and due diligence for M&A transactions.
Collaborate with cross-functional teams and senior leaders to execute complex projects.
Cotiviti is a healthcare analytics and payment accuracy company that helps improve the business of healthcare through data-driven solutions. Their culture emphasizes collaboration, innovation, and strategic growth, with a focus on delivering value for clients and team members.
Drive M&A integration strategy for the Customer Excellence Group, ensuring acquisitions deliver intended value for customers, employees, and the business.
Serve as the primary point of contact for a 10-person external integration consultant team and indirectly lead a Senior Manager for PMO execution.
Partner with cross-functional leaders across Customer Success, Finance, Sales Ops, and HR to execute people-centered integrations.
ServiceNow is the AI control tower for business reinvention, helping 85% of the Fortune 500 work smarter, faster, and better. The company builds an AI-native culture where technology and talent are unstoppable together.
Own CEG's end-to-end M&A integration strategy, ensuring scalability across simultaneous deals of varying complexity.
Serve as CEG's primary representative in company-level Integration Management Office processes, advocating for the function's interests.
Lead cross-functional integration execution with Customer Success, Professional Services, Renewals, and Implementation teams.
ServiceNow provides an AI-powered platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. The company fosters an AI-native culture where technology and talent collaborate to drive innovation.
Build acquisition models and perform financial analysis to support deal decision-making.
Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
Prepare investment memos and presentations for leadership and board reviews.
Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.
Act as a strategic advisor to senior leadership, aligning talent strategies with business objectives and driving organizational design for global scaling.
Lead workforce planning, performance management, and employee engagement initiatives across remote-first global teams.
Serve as the senior point of contact for complex employee relations and compliance matters, partnering with legal and people operations.
Andela connects customers with top global remote technical talent from over 135 countries, with the majority in emerging markets. As one of the world's largest talent marketplaces, Andela has a low-ego, low-drama culture focused on one team mentality and continuous improvement.
Lead tax due diligence and planning for global M&A transactions.
Design and implement global tax planning structures to optimize Canadian and foreign tax positions.
Oversee Canadian income tax planning, compliance, and filings with service provider coordination.
Cohere is a security-first enterprise AI company building cutting-edge foundation models and end-to-end AI products. It is a global team of researchers, engineers, designers, and more, passionate about their craft, with offices in major cities worldwide.
Act as a trusted advisor to business leaders on talent strategy, organizational design, and people matters across multiple countries.
Manage labor relations with unionized workforce and ensure compliance with US employment law and other jurisdictions.
Drive performance management, talent development, and organizational change initiatives to support business objectives.
PLOS is a nonprofit organization on a mission to drive open science forward with measurable, meaningful changes in research publishing, policy, and practice. They are supported by a highly skilled global in-house team and partnerships with local scholarly organizations.
Serve as a trusted HR advisor to client-group leaders, consulting on organizational structure, performance management, and people decisions.
Own employee lifecycle tasks including immigration, leave management, terminations, and severance, plus lead recognition and engagement programs.
Manage formal workplace investigations, compliance activities, and compensation design, while partnering with Legal on high-risk matters.
Impiricus is the first AI-powered HCP Engagement Engine, connecting life sciences companies with physicians through ethical, data-driven channels. Named the #1 fastest growing company in North America by Deloitte in 2025, we are a rapidly scaling organization with a culture focused on innovation and collaboration.
Partner with US business leaders to translate priorities into people strategies, advising on organizational design, workforce planning, and talent needs.
Manage employee relations including performance concerns, investigations, and disciplinary actions, ensuring consistency and legal compliance.
Drive performance management, talent reviews, employee engagement, and organizational change initiatives to scale the US organization.
Netomi is the leading agentic AI platform for enterprise customer experience, working with global brands like Delta Airlines and MetLife. Backed by WndrCo, Y Combinator, and Index Ventures, it is a high-growth technology company driving AI automation.
Serve as a trusted advisor to senior leaders, driving workforce planning, talent development, and employee engagement initiatives.
Lead HR strategies including organizational design, compensation planning, and employee relations to support business growth.
Collaborate with cross-functional teams to build scalable HR solutions and improve employee experiences in a remote-first setting.
Jobgether is an AI-powered job matching platform that connects top candidates with hiring companies. They use technology to streamline the recruitment process, ensuring fair and efficient candidate evaluation while supporting remote-first work environments.
Serve as the trusted HR advisor to 1 SVP and 4 VPs across Industry Relations & Strategic Growth, Partners, and GTM Operations and Sales Enablement.
Utilize HR analytics and AI tools to generate actionable insights and guide evidence-based leadership decisions.
Lead strategic workforce planning, succession planning, and organizational design for globally distributed teams of ~175 employees.
Twilio is shaping the future of communications by delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers worldwide. Our remote-first company has a strong culture of connection and global inclusion, with a diverse team making a global impact each day.
Owns the integration playbook and 100-day onboarding for every Cobalt acquisition
Quarterbacks cross-functional plan from pre-close readiness through Day 100
Enables value capture by ensuring every planned lever has a named owner, target, and baseline
Cobalt is a private equity-backed company building the most impactful business in the commercial access and security industry. With $15bn+ AUM from Alpine Investors, they have acquired 22 partner companies in two and a half years.
Design, build, and maintain custom Workday reports across Core HCM, Talent, Recruiting, Compensation, Benefits, Payroll, and Time/Absence modules.
Ensure data integrity and quality by implementing validation procedures and auditing source data and reporting logic.
Collaborate with HR leaders, Finance, and cross-functional teams to deliver data-driven insights that advance business goals.
Lightspeed is a cloud commerce platform that helps merchants simplify and scale their operations. Founded in 2005 and dual-listed on NYSE and TSX, the company has teams across North America, Europe, and Asia Pacific, serving over 100 countries with a culture focused on inclusion and performance.
Serve as a strategic HR business partner to senior leaders, influencing org design, talent strategy, and performance management.
Lead full-cycle performance management, workforce planning, and org design in a high-growth environment.
Coach executives, build HR programs, and use data to diagnose talent risks while leading a team of HRBP managers.
ecoATM is a technology company that operates automated kiosks and an online marketplace for buying and selling used mobile devices, promoting device re-commerce. It has over 7,000 kiosks and a high-growth, PE-backed culture focused on environmental impact and employee development.
Serve as a trusted advisor to senior leaders, shaping business strategy through organization design, leadership, and talent.
Lead organization design, workforce planning, and succession efforts to position the business for growth.
Coach senior leaders through organizational change, leadership transitions, and performance challenges.
Hims & Hers is the leading health and wellness platform, on a mission to help the world feel great through better health. They are a public company traded on the NYSE, with a culture focused on flexibility, inclusion, and empowering employees.
Support the evaluation and execution of renewable energy M&A transactions, including due diligence and financial modeling.
Assist in managing renewable project divestiture processes and coordinating with external advisors.
Conduct market research and competitive analysis to support strategic growth initiatives.
Hanwha Renewables designs, builds and manages renewable energy solutions. It is a member of Hanwha Group, a FORTUNE Global 500 firm, and offers a full spectrum of energy solutions from development to maintenance.
Develop and drive the People Strategy for R&D and Regulatory functions, aligned with corporate goals.
Partner with HR subject matter experts to support talent acquisition, total rewards, employee relations, communications, and talent development.
Coach and advise senior leaders on organization design, development, and change leadership to support business growth.
Vera Therapeutics is a commercial-stage biotechnology company focused on transforming medicine in autoimmune disease, starting with the kidney. Founded in 2016 and based in Brisbane, California, the company fosters a culture of empathy, ownership, clarity, collaboration, and urgency.
Draft, review, and negotiate key transaction documents including SPAs and APAs.
Conduct legal due diligence and identify risks associated with acquisitions and divestitures.
Support all stages of private M&A transactions from structuring through closing.
This partner company provides legal expertise for private merger and acquisition transactions. The team size and culture are not specified, but the role offers a dynamic environment working with senior stakeholders.
Serves as the primary client relationship owner throughout the deal lifecycle, building trust and coordinating pre-closing solicitation, payment, and escrow transactions.
Negotiates payment and escrow agreements, directs and mentors Relationship Associates, and ensures accurate collection of KYC forms.
Manages multiple time-sensitive workstreams under real deadline pressure, requiring sound judgment, discretion, and strong communication skills.
SRS Acquiom provides a platform and services to manage complex M&A and loan agency transactions efficiently. The company has supported over 11,500 transactions globally since 2007, with offices in Denver, London, and Amsterdam, and fosters an entrepreneurial, growth-oriented culture.