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.
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.
Assist in all phases of solar and energy storage project development, from identification through completion.
Collaborate with internal teams and external consultants to ensure project viability through analysis and project management.
Develop and maintain relationships with key industry contacts, including off-takers and government customers.
Hanwha Renewables designs, builds, and manages renewable energy solutions, bringing a decade of global leadership to North America. As part of the Hanwha Group, a FORTUNE Global 500 firm, the company offers a full spectrum of energy solutions and values a highly energetic, results-driven team.
Lead modeling for M&A, spin-offs, IPOs, and other liquidity events across incubation portfolio.
Conduct comparable company analysis to inform M&A, fundraising, and strategic planning.
Build and manage financial models including scenario planning, cash planning, and unit economics.
Red Cell Partners is an incubation firm building and investing in rapidly scalable technology-led companies in healthcare, cyber, and national security. The firm is united by a shared sense of duty and belief in innovation, with a team that values collaboration and strategic impact.
Lead and perform interconnection planning analysis and economic studies for utility-scale solar PV and energy storage projects.
Supervise electrical analysis on utility high voltage transmission systems and handle interconnection processes with utilities and ISOs.
Provide mentorship to junior transmission planning engineers and conduct due diligence for M&A projects.
Hanwha Renewables designs, builds, and manages renewable energy solutions as part of Hanwha Group, a Fortune Global 500 firm. The company offers a full spectrum of utility-grade energy solutions with a focus on minimizing uncertainty and risk.
Assist in business development for solar and energy storage projects in the eastern U.S.
Collaborate with senior management to identify and develop renewable energy opportunities.
Manage project milestones, permitting, and relationships with utilities and partners.
Hanwha Renewables designs, builds, and manages renewable energy solutions. It is part of Hanwha Group, a FORTUNE Global 500 firm, and focuses on minimizing risk and maximizing customer returns.
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.
Lead pre-close diligence and integration planning for multiple concurrent acquisitions.
Manage the integration management office and coordinate functional workstreams post-close.
Build and refine the integration playbook from live deals to drive faster and more effective integrations.
We are a permanent-hold software holding company backed by the Pritzker Organization. We acquire and operate category-defining B2B software businesses and are building our integration team.
Own strategic finance cadence across the automotive portfolio, including forecasting, performance management, and KPI reporting.
Build operating models and partner directly with portfolio company leadership to drive decision-making and capital allocation.
Lead and support M&A work including acquisition modeling, diligence, synergy analysis, and integration planning.
Emergence Automotive is an AutoTech portfolio within Emergence, a holding company backed by The Pritzker Organization, that buys and builds category-defining software businesses in the automotive vertical. The portfolio represents more than $35 million of ARR across several businesses, with a small, high-ownership team that works closely with portfolio companies.
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.