Vice President M&A

Doeren Mayhew is seeking a Vice President to join its growing Financial Institutions Group M&A and Strategic Advisory practice. Reporting to the Principal leading the FIG M&A and Strategic Advisory team, the Vice President will play a senior execution and team leadership role across credit union mergers, bank and branch acquisitions, credit union service organization transactions and other strategic advisory engagements. This position offers direct exposure to executive management and boards, responsibility for significant portions of active engagements and the opportunity to help build a differentiated financial institutions advisory platform. Hours will fluctuate based on transaction activity and client deadlines.

This opportunity can be located in the Detroit metropolitan area or the Boston metropolitan area.

Responsibilities
• Lead the day-to-day execution of merger, acquisition and strategic advisory engagements from initial analysis and planning through client presentation and transaction closing.
• Develop and review transaction analyses, financial models, valuations and pro-forma financial statements, including purchase accounting and other financial institution-specific considerations.
• Prepare board and executive presentations, valuation reports, transaction materials, diligence summaries and other client deliverables.
• Participate in meetings with CEOs, CFOs, transaction committees and external advisers and present complex findings in a clear, decision-oriented manner.
• Own engagement workplans, timelines, quality control and client communication and escalate issues to the FIG M&A Practice Leader.
• Supervise and develop team members, review analyses and workpapers and establish repeatable methodologies, templates and processes across the practice.
• Identify and communicate key transaction risks, value drivers, negotiation considerations, synergies and integration priorities.
• Support practice growth through proposals, prospect meetings, client relationships, market research, thought leadership and identification of additional advisory opportunities.
• Monitor accounting, regulatory and market developments affecting credit union and financial institution transactions and incorporate relevant implications into client advice.

Qualifications
• Bachelor's degree in accounting, finance, economics or a related field. An MBA, master's degree or other advanced degree is preferred.
• CFA, CVA, CPA or other relevant credentials are preferred.
• A minimum of 6 years of relevant experience in investment banking, transaction advisory, valuation, corporate development or a comparable financial institution M&A role.
• Financial institutions experience is required, with direct credit union experience strongly preferred.
• Strong knowledge of financial institution financial statements, valuation, financial modeling, purchase accounting, CECL, regulatory capital, and transaction-related accounting considerations.
• Advanced Microsoft Excel and PowerPoint skills and the ability to independently develop clear, accurate and decision-oriented analyses and presentations.
• Strong project management, judgment, problem-solving and communication skills, including the ability to manage multiple concurrent deadlines with limited day-to-day supervision.
• Demonstrated experience leading transaction workstreams or engagements and presenting analyses and recommendations to senior executives.
• Ability to supervise and develop team members while maintaining high standards for accuracy, responsiveness and client service.
• Ability to travel up to 10% and work effectively in a transaction-driven environment where hours fluctuate based on client needs and transaction deadlines.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.