Full-Time

M&a Coordinator

Confirmed live in the last 24 hours

Aprio

Aprio

1,001-5,000 employees

Business advisory and accounting services provider

Consulting
Financial Services

Mid

Atlanta, GA, USA

Hybrid position based in Atlanta, GA.

Category
Financial Consulting
Consulting
Requirements
  • Bachelor’s degree in business, finance, project management, or a related field.
  • 2-4 years of experience in project coordination, ideally in M&A or consulting.
  • Familiarity with M&A processes, including due diligence, integration, and project management.
  • Proficiency in project management software (e.g., DealRoom, ClickUp, etc.) and Microsoft Office Suite.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Excellent written and verbal communication skills, with the ability to collaborate with diverse teams.
  • Attention to detail and problem-solving skills.
  • Ability to work in a fast-paced, dynamic environment.
  • Experience in M&A, financial services, or a consulting environment (preferred).
  • Knowledge of financial statements and corporate transactions (preferred).
  • PMP or other project management certification is a plus (preferred).
Responsibilities
  • Project Coordination: Support M&A managers in tracking progress, meeting deadlines, and managing deal documentation.
  • Due Diligence Support: Assist in coordinating due diligence efforts, including gathering information, compiling reports, and ensuring that all necessary data is collected from various departments (e.g., finance, legal, operations).
  • Integration Planning: Aid in the planning and executing post-acquisition integration, ensuring alignment with the integration strategy, timelines, and milestones.
  • Communication: Serve as a liaison between internal teams and external stakeholders, ensuring that key project details are clearly communicated and understood by all parties.
  • Documentation Management: Organize and maintain project documentation, including due diligence reports, integration plans, meeting notes, and action items.
  • Timeline Management: Track project timelines, ensure milestones are met, and identify potential risks or delays.
  • Meeting Coordination: Schedule and coordinate meetings for cross-functional teams, creating agendas, taking detailed minutes, and following up on action items.
  • Risk Management: Monitor project risks and issues, escalating concerns to the M&A project manager or leadership team as necessary.
  • Reporting: Prepare and distribute regular status updates to project stakeholders, highlighting progress, issues, and next steps.

Aprio provides business advisory and accounting services to help companies succeed. The firm specializes in tax, audit, and consulting, catering to a wide range of clients from startups to established businesses. Aprio's services are designed to meet the specific needs of each client, with a focus on driving growth and efficiency. The company generates revenue through fees for its advisory services, and it is recognized for its collaborative approach and commitment to client success. Aprio also emphasizes the professional development of its team, ensuring that they can deliver high-quality service and tailored solutions. The goal of Aprio is to assist businesses in navigating complex financial challenges and achieving their objectives.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$8.3M

Headquarters

Sandy Springs, Georgia

Founded

1952

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • The investment from Charlesbank Capital Partners will enable Aprio to invest in talent, technology, and corporate infrastructure, driving future growth.
  • Aprio's expansion into new markets, such as Texas and international capabilities with the Korean Audit Practice, indicates robust growth opportunities.
  • The addition of high-profile partners and leaders, like Mark Armstrong for the National Healthcare Practice, enhances Aprio's expertise and service offerings.

What critics are saying

  • The professional services market is highly competitive, requiring Aprio to continuously innovate to maintain its edge.
  • Rapid expansion and integration of new talent and practices could strain Aprio's resources and operational efficiency.

What makes Aprio unique

  • Aprio's collaborative approach and award-winning culture set it apart in the professional services market, fostering both client success and employee growth.
  • The strategic growth investment from Charlesbank Capital Partners positions Aprio for accelerated growth and enhanced client service, a significant advantage over competitors.
  • Aprio's broad range of services, from tax and audit to consulting, allows it to serve a diverse clientele, from startups to established enterprises, unlike firms that specialize in narrower niches.

Help us improve and share your feedback! Did you find this helpful?