Principal, Mergers & Acquisitions - Remote at World Education Services | NY, US | Rezi

Principal, Mergers & Acquisitions - Remote at World Education Services

Principal, Mergers & Acquisitions - Remote

World Education Services · NY, US

2 days ago

Principal, Mergers & Acquisitions - Remote

World Education Services · NY, US

2 days ago
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About the Role

The Principal, Mergers & Acquisitions (M&A) is a senior, hands-on transaction leader responsible for managing and executing WES's near-term acquisition activity. This role will work closely with executive leadership and cross-functional teams to lead financial evaluation, modeling, transaction planning, due diligence, structuring, negotiation, and closing of potential acquisitions and divestitures.

Responsibilities

  • Partner with executive leadership to develop and execute WES's M&A and portfolio strategy.
  • Identify, evaluate, and prioritize potential acquisitions, mergers, divestitures, strategic investments, and other corporate development opportunities.
  • Assess strategic rationale, market attractiveness, competitive positioning, operational fit, and value-creation potential.
  • Develop investment theses and recommendations on potential M&A opportunities for presentation to executive leadership and relevant Board committees.
  • Maintain and prioritize a pipeline of potential transaction opportunities.
  • Evaluate potential divestitures, carve-outs, and other portfolio optimization opportunities.
  • Lead financial modeling and valuation of potential transactions, including DCF, comparable company, precedent transaction, accretion/dilution, and return analyses.
  • Evaluate financial projections, business plans, capital requirements, synergies, and transaction economics.
  • Develop scenario and sensitivity analyses to identify key value drivers and risks.
  • Assess financial, accounting, tax, and capital structure implications of proposed transactions.
  • Establish appropriate valuation ranges, transaction thresholds, and financial return criteria.
  • Lead and coordinate comprehensive financial, operational, commercial, legal, technology, HR, tax, and other due diligence activities.
  • Establish diligence scope, workstreams, timelines, responsibilities, and decision criteria.
  • Identify and quantify material transaction risks, liabilities, opportunities, and potential synergies.
  • Coordinate internal functional leaders and external advisors throughout the diligence process.
  • Synthesize diligence findings and clearly communicate implications and recommendations to executive leadership.
  • Develop transaction structures and negotiation strategies designed to maximize value and mitigate risk.
  • Lead or play a central role in negotiations with sellers, buyers, investors, management teams, advisors, and other stakeholders.
  • Partner with Legal, Finance, Tax, and external advisors in negotiating letters of intent, purchase agreements, transition agreements, and other transaction documents.
  • Evaluate trade-offs across valuation, structure, representations and warranties, indemnification, earn-outs, working capital, and other transaction terms.
  • Maintain deal momentum while protecting WES's strategic and financial interests.
  • Explore and propose optimal financing structures at the individual deal and portfolio level.
  • Manage the end-to-end transaction process from initial evaluation and indication of interest through signing and closing.
  • Develop and manage transaction workplans, timelines, decision points, and executive approvals.
  • Coordinate internal stakeholders and external advisors, including investment bankers, attorneys, accountants, consultants, and financing partners.
  • Prepare materials and recommendations for executive leadership, the Board of Directors, and other governance bodies as appropriate.
  • Ensure transaction requirements, approvals, documentation, and closing conditions are completed accurately and on schedule.
  • Translate transaction assumptions and identified synergies into actionable post-close plans.
  • Monitor achievement of revenue, cost, operational, and strategic synergies against the approved investment case.
  • Conduct post-transaction reviews to evaluate performance against the original deal thesis and capture lessons for future transactions.
  • Serve as a trusted M&A advisor to executive leadership.
  • Present transaction opportunities, analyses, risks, and recommendations in a concise, decision-oriented manner.
  • Build effective relationships across Finance, Operations, Legal, Tax, HR, IT, Sales, and other functional areas.
  • Effectively challenge assumptions while building alignment among stakeholders with differing priorities.
  • Represent WES professionally and credibly with acquisition targets, investors, advisors, and other external parties.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline, or an equivalent level of work experience.
  • Significant experience working in progressively senior roles with a focus on mergers and acquisitions, corporate development, investment banking, private equity, transaction advisory, or a related field.
  • Demonstrated experience executing transactions across multiple stages of the M&A lifecycle.
  • Experience leading financial analysis, valuation, due diligence, deal structuring, and negotiations.
  • Advanced financial modeling, valuation, and analytical capabilities.
  • Strong understanding of financial statements, corporate finance, transaction structures, and deal economics.
  • Strong commercial and strategic judgment, with the ability to connect financial analysis to business strategy.
  • Demonstrated negotiation and influencing skills.
  • Experience managing complex cross-functional projects involving senior executives and external advisors.
  • Strong project and transaction management capabilities.
  • Executive-level written and verbal communication and presentation skills.
  • Ability to synthesize large amounts of complex information into clear recommendations.
  • Exceptional strategic thinking, judgment, and problem-solving skills, with the maturity and flexibility to work effectively with internal and external stakeholders across a range of disciplines.
  • Ability to thrive in an environment that values transparency, accountability, collaboration, and an orientation toward results.
  • Intellectual curiosity, openness to diverse ideas and perspectives, and a continued interest in learning, professional growth, and development.
  • Strong alignment with WES's mission and values.
  • MBA or equivalent level of experience.
  • Senior leadership experience across private, nonprofit, or social enterprise sectors.
  • Experience with post-merger integration strongly preferred.
  • Experience in education or workforce development.

Skills

  • Mergers and acquisitions
  • Corporate development
  • Investment banking
  • Private equity
  • Transaction advisory
  • Financial analysis
  • Valuation
  • Due diligence
  • Deal structuring
  • Negotiations
  • Financial modeling
  • Analytical capabilities
  • Financial statements analysis
  • Corporate finance
  • Transaction structures
  • Deal economics
  • Commercial judgment
  • Strategic judgment
  • Negotiation
  • Influencing
  • Project management
  • Transaction management
  • Written communication
  • Verbal communication
  • Presentation skills
  • Strategic thinking
  • Problem-solving
  • Post-merger integration
  • Education sector experience
  • Workforce development experience

Location

  • Remote - US

Work Type

  • Fixed-Term
  • Remote

Experience Level

  • Principal
  • Senior

Education Level

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
  • MBA or equivalent level of experience

Salary/Compensations

  • $150K USD - $185K USD

Benefits

  • Competitive compensation
  • Comprehensive benefits
  • Time-off programs
  • Wellness programs
  • Learning opportunities
  • Professional development opportunities
  • Recognition of achievements

About the Company

  • World Education Services (WES) is a non-profit social enterprise that supports the educational, economic, and social inclusion of immigrants, refugees, and international students.
  • For over 50 years, WES has set the standard for international academic credential evaluation, supporting millions of people as they seek to achieve their academic and professional goals.
  • Through decades of experience as a leader in global education, WES has developed a wide range of tools to pursue social impact at scale.
  • From evaluating academic credentials to shaping policy, designing programs, and providing philanthropic funding, WES partners with a diverse set of organizations, leaders, and networks to uplift individuals and drive systems change.
  • Together with its partners, WES enables people to learn, work, and thrive in new places.

Equal Opportunity

  • World Education Services is committed to fostering an inclusive workplace that reflects the rich tapestry of our communities, both in the US and Canada.
  • We are dedicated to providing equal opportunities to all qualified individuals, regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, veteran status, or genetics.
  • This commitment extends to every aspect of employment, from recruitment and hiring to promotions, training, and benefits.
  • We comply with all applicable federal, state, and local anti-discrimination laws.
  • We welcome all applicants, irrespective of whether their experience perfectly fits the job description, as we value diverse and innovative viewpoints.
  • At our organization, individuals who thrive in a culture of continuous learning and inclusive teamwork excel.
  • We are committed to fostering an inclusive and accessible work environment where everyone feels valued, respected, and supported, and we welcome members of all backgrounds and perspectives to apply.