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.
Process and prepare real estate transactions including closing statements.
Manage escrow transactions from opening through funding, recording, and policy issuance.
Review title commitments and identify title requirements, defects, and curative items.
Rebuilt is a Private Equity-backed real estate firm that sources a variety of properties for sellers and investors. The company has secured a $65M Series A investment and is building a vertically integrated real estate investment business with advanced technology.
Draft, review, and negotiate transaction documents such as stock purchase agreements and asset purchase agreements.
Conduct legal due diligence to identify risks and support transaction structuring and closing.
Manage multiple concurrent M&A matters while maintaining accuracy and responsiveness under tight deadlines.
The company provides legal services supporting complex private company merger and acquisition transactions. It maintains a dynamic, fast-paced culture with a focus on high-quality deal execution.
Support sophisticated private company merger and acquisition transactions from initial structuring through closing.
Draft, review and negotiate transaction documents including Stock Purchase Agreements and Asset Purchase Agreements.
Conduct legal due diligence, identify legal risks, and coordinate with internal stakeholders and external counsel.
Integreon is a trusted, global provider of award-winning legal and business solutions to leading law firms, corporations and professional services firms. Our highly trained, experienced staff of over 3,000 employees globally service a comprehensive range of client needs, enabling clients to become more operationally efficient.
Lead end-to-end legal integration of acquired companies into Procore's ecosystem.
Drive post-acquisition strategy by partnering with cross-functional teams across LRC, Corporate Development, and others.
Develop scalable legal integration playbooks and processes leveraging AI tools to enhance efficiency.
Procore provides cloud-based construction management software. As a growing technology company, it values collaboration, innovation, and AI-first mindsets, fostering a culture of continuous improvement and integrity.
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.
Lead strategy, operations, and day-to-day delivery of outsourced legal services for M&A, contract abstraction, and claims review.
Oversee teams of lawyers, delivery managers, and technical specialists to ensure high-quality service for global clients.
Manage operational performance, workflow optimization, reporting, and technology-driven process improvements.
The company offers outsourced legal service solutions, focusing on M&A, contract abstraction, and claims review. It is a growing global managed services team with a culture of collaboration and technology-enabled process improvement.
Lead and execute financial due diligence reviews for potential acquisitions of small businesses.
Develop financial analyses and pro forma models to support investment decision-making.
Collaborate with legal, tax, and operational teams to ensure a holistic due diligence approach.
Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Founded in 2019, the company operates subsidiaries with over $400 million in revenue across 40+ industries and 30 states, with a culture that values work-life balance and growth.
Manage daily settlement pipelines, payment setup processes, and exception reporting to ensure accurate and timely payment execution.
Communicate with creditors, agencies, law offices, and external partners through phone and email to resolve payment exceptions and outstanding issues.
Collect and validate required documentation, review banking ledgers, and maintain accurate client records in CRM systems.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They foster a collaborative remote work environment focused on community, connection, and belonging.
Own the post-close success of 8-10 acquired firms, acting as the single point of contact for new partners from LOI through full integration.
Drive commercial outcomes by creating firm-specific success plans, monitoring growth and retention metrics, and intervening before issues escalate.
Deliver structured intelligence to leadership and partners, contributing to pre-LOI diligence, post-mortem reviews, and value creation planning.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. With over 42,800+ families served across 110+ U.S. cities, the firm is ranked #1 RIA by Barron’s for two consecutive years and employs a diverse, women-majority workforce.
Deliver excellent client service and manage discrete legal work, building strong client relationships.
Supervise and delegate to junior colleagues, manage workload, and assist with billing processes.
Contribute to business development and improve processes using legal technology tools.
Herbert Smith Freehills Kramer is a leading global law firm advising major organisations across all major regions. With over 6,000 people including 2,400 lawyers, it provides premium quality, full-service legal advice and is committed to diversity and inclusion.
Execute settlement payments in accordance with court orders and matter-specific requirements.
Conduct payment compliance reviews and distribution audits to ensure accuracy.
Investigate payment issues, trace discrepancies, and coordinate with vendors and banking partners.
Simpluris Inc. delivers comprehensive corporate, financial and legal administration services across the United States. Since 2007, Simpluris has administered over 9 thousand matters and distributed over $8 billion in funds.
Process daily payment and foreign exchange transactions accurately and deliver exceptional service.
Resolve payment-related inquiries promptly and independently while following strong financial controls.
Maintain cash balances globally and identify processing inefficiencies to collaborate on improvements.
Flywire is a global payments enablement and software company that solves high-stakes, high-value payments across education, healthcare, travel, and B2B industries. With over 1,200 employees across 12 offices worldwide, representing 40+ nationalities, they foster a collaborative and inclusive culture.
Draft and negotiate vendor agreements and financial contracts, including master services agreements and NDAs.
Work with Third Party Risk Management to develop contract management frameworks and playbooks.
Build relationships with cross-functional teams like sales and engineering to resolve legal issues and improve efficiency.
Anchorage Digital is a crypto platform enabling institutions to participate in digital assets through custody, staking, trading, and security infrastructure. The company is funded by leading institutions including Andreessen Horowitz and Goldman Sachs, with a Series D valuation over $3 billion and a team of over 600 members.
Manage daily settlement pipeline and exception reporting for payment setup and clearing process.
Communicate with creditors and agencies to clear payment exceptions and uncleared payments.
Support acquisition of required documentation for payment remittance and maintain deposit account balances.
Beyond Finance helps Americans escape debt and achieve financial stability through personalized financial solutions. They have helped over 1 million clients and foster a collaborative, forward-thinking culture.
Lead transaction-driven tax engagements end-to-end, overseeing buy-side, sell-side, and post-close clients while leveraging a technology platform for analysis and documentation.
Perform Section 382/383 ownership change analyses, transaction cost analyses under Section 263(a), and purchase accounting support with audit-ready technical memoranda.
Mentor junior team members, manage project timelines and deliverables, and coordinate with cross-functional teams including R&D and cost segregation.
Exactera is a FinTech SaaS start-up that provides AI-powered corporate tax solutions to customers worldwide. Founded in 2016 with over $100 million in funding, they are committed to diversity and inclusion while fostering a collaborative culture.
Lead treasury initiatives including liquidity forecasting, banking partner management, and payment operations.
Collaborate with cross-functional teams to optimize cash management and mitigate financial risks.
Drive process improvements and mentor junior team members to elevate treasury capabilities.
Gusto is on a mission to grow the small business economy by handling payroll, health insurance, 401(k)s, and HR. With over 500,000 small business customers and teams in Denver, San Francisco, and New York, they foster an inclusive workplace where all full-time employees receive competitive pay, benefits, and equity.
Support Wealth Management and Trust Operations as a senior resource and subject matter expert for IRA management, tax processing, audit coordination, and complex transactions.
Serve as authorized signatory for trust disbursements, coordinate tax reporting, and review complex operational transactions.
Provide technical guidance, lead initiatives, and recommend process improvements to strengthen accuracy, efficiency, and compliance.
First American Bank is a community bank with international expertise, offering traditional values and a forward-looking philosophy. With over 60 locations and assets of $8+ billion, it is the largest privately held bank in Illinois, providing employees with visibility, career growth, and stability.
Own and scale Crux's partnerships program as a partner-sourced deal-flow engine, focusing on law and tax/accounting firms.
Build tiered partner frameworks, systematize referral tracking, and lead a team of two to drive commercial velocity.
Orchestrate cross-functionally with research, content, events, legal, and operations to deepen connectivity with capital and Fortune 1000 tax investors.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology is scaling quickly with a culture of ownership, rapid improvement, and customer focus.
Lead the full finance function including FP&A, accounting, and cash flow management across a multi-workstream business.
Own project-based construction accounting including cost-to-complete tracking, draw schedules, and client billing.
Drive M&A corporate development finance including due diligence, valuation modeling, and integration planning.
Source is building the operating system for global commercial construction, reengineering financial infrastructure for a $1T+ industry. They are an AI-native managed marketplace trusted by major hospitality clients, managing hundreds of millions in annual purchasing volume.
Own senior client relationships and drive strategic coverage plans for M&A and debt mandates across the clean energy capital stack.
Help drive origination, structuring, and execution of M&A advisory mandates, including sell-side processes, valuation analysis, and deal negotiation.
Support debt origination and advisory across construction, term, and structured debt products, partnering on lender engagement and terms negotiation.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 95+ experts in energy, tax, finance, government, and technology has raised $77 million from top investors and is growing rapidly with a remote-first, high-ownership culture.