ABOUT THE ROLEWe are seeking a highly driven Manager to join our high-performing Global Corporate Development team, reporting to the VP Americas, Corporate Development. In this position, you will lead key workstreams of the end-to-end M&A process from initial pipeline management through valuation, due diligence and execution, with a particular focus on high-growth software, AI/SaaS and technology-enabled solutions assets.
You will work directly with Associate Director through SVP-level colleagues on the GCD team, as well as with executives and managers across Wolters Kluwer's strategy, operating, and finance organizations. While the role is US-based and focused on the Americas, there may be opportunities to support deals in EMEA and ROW when workload permits.
RESPONSIBILITIES- Pipeline Management: Process deal opportunities and maintain DealCloud CRM to ensure visibility for senior stakeholders; write up initial perspectives on opportunities.
- Financial Modelling & Valuation: Build and maintain valuation analysis (corporate M&A model, deal comps, trading comps) and ad hoc financial analyses (e.g., ARR customer cube) tailored to software and SaaS businesses.
- Operating Model Development: Build flexible, multiple-case, driver-based operational models to support business cases and scenario analysis.
- Executive Presentation Preparation: Prepare concise, impactful materials for investment committee and board-level review; translate complex findings into actionable insights.
- Project Management: Manage deal timelines, drive resolution of open items, and coordinate delivery of cross-functional workstream deliverables across full-cycle software and tech transactions.
- Due Diligence Coordination: Lead coordination of cross-functional diligence teams (product, strategy, legal, finance, tax, HR) and external advisors (TDD, FDD, CDD); synthesize findings and escalate key risks and decisions.
- Advisor & Counterparty Engagement: Support engagement with targets, banks, PE funds and transaction advisors.
- Divestiture Support: Support divestiture activity including carve-out preparation and self-due diligence.
- Transaction Administration: Support critical activities across the deal lifecycle including processing NDAs with legal and preparing offer letters.
QUALIFICATIONS FOR SUCCESS- Experience: 5-7 years in investment banking, private equity, or corporate development, with demonstrated end-to-end M&A transaction experience and a track record of independently leading transaction workstreams.
- Education: Bachelor's in Business, Finance, Economics, Mathematics, Computer Science, or equivalent degree; MBA preferred.
- Industry and Financial Knowledge: Familiarity with Software, SaaS, AI and technology-enabled services business models and key operating metrics (ARR, net retention, churn, LTV/CAC, cloud vs on-prem mix, etc.). Significant financial model authoring experience commensurate with job responsibilities. Solid understanding of financial statements.
- AI Fluency Preferred: Hands-on experience building and automating M&A-related workflows using ChatGPT, Claude, Copilot, or similar platforms, including accelerating market screening, benchmarking and due diligence analysis on software assets.
- Executive Presence: Comfortable engaging with C-suite and senior leadership internally and externally; ability to read the room for appropriate engagement level.
- Communication: Exceptional written and verbal skills; able to synthesize complex information into concise executive materials.
- Organization: A preference for structure and standardization and an ability to project manage on compressed timelines.
- Intellectual Curiosity: Genuine interest in diverse businesses, emerging industries, and applied AI.
- Work Style: Proactive self-starter with strong ownership, attention to detail, urgency, and situational adaptability.
- Technical Skills: Advanced competency in Excel (valuation and driver-based models) and PowerPoint (executive-ready presentations). Proficient using financial research platforms (e.g., CapitalIQ, PitchBook) and managing data rooms.
Location: New York (Hybrid)
Office: 2 days a week with team, more optional, and as specific projects require
Travel: Occasional, less than 20%
Compensation:$128,900.00 - $226,050.00 USD
This role is eligible for Bonus.
Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
