Role Overview for VP, M&A Diligence with a Global Investment Bank – Dallas, TX
JRG Partners is proud to partner with a premier global investment bank in its search for a highly skilled and strategic Vice President of M&A Diligence. This pivotal role, based in the bank’s dynamic and expanding Dallas, Texas office, offers a unique opportunity to sit at the heart of high-stakes, multi-billion dollar transactions. The successful candidate will be a cornerstone of the Mergers and Acquisitions group, responsible for leading comprehensive due diligence efforts that directly inform investment decisions and shape deal outcomes. You will be joining an elite team renowned for its market leadership, analytical rigor, and execution excellence.
As a Vice President, you will not just manage processes; you will be a strategic leader, providing critical insights and risk assessments that protect the bank and its clients. You will operate in a fast-paced, intellectually stimulating environment, collaborating with senior executives, legal counsel, financial sponsors, and corporate clients across a diverse range of industries. This position requires a professional with deep expertise in financial analysis, valuation, and risk mitigation, combined with exceptional leadership and communication skills. You will be tasked with scrutinizing every facet of target companies—from their financial health and operational stability to their market position and legal standing. Your analysis and recommendations will be instrumental in navigating the complexities of modern M&A transactions and will have a tangible impact on the firm’s success. This is a career-defining role for an ambitious M&A professional looking to take on greater responsibility and influence within a world-class financial institution.
Key Responsibilities of VP, M&A Diligence with a Global Investment Bank – Dallas, TX
The Vice President of M&A Diligence will assume a broad range of critical responsibilities, acting as the central command for all due diligence activities on active M&A mandates. Your duties will be both analytical and managerial, requiring a seamless blend of technical expertise and project leadership.
Diligence Process Leadership
Spearhead and manage the end-to-end due diligence process for buy-side and sell-side M&A transactions. This includes developing the overall diligence strategy, creating detailed work plans, setting timelines, and ensuring all milestones are met with precision and accuracy.
Financial Analysis and Modeling
Conduct and oversee in-depth financial due diligence, including quality of earnings analysis, net working capital assessments, debt and debt-like item analysis, and cash flow forecasting. Build, review, and stress-test complex financial models to validate assumptions and support valuation conclusions.
Cross-Functional Team Coordination
Act as the primary liaison between internal deal teams (including industry coverage bankers, legal, and compliance) and external stakeholders. Effectively coordinate the efforts of third-party advisors, such as accounting firms, tax specialists, legal counsel, and environmental consultants, to ensure a cohesive and comprehensive diligence report.
Risk Identification and Mitigation
Proactively identify, analyze, and articulate key business, financial, operational, and legal risks associated with target companies. Develop and propose strategies to mitigate identified risks, influencing deal structure and purchase agreement negotiations.
Reporting and Presentation
Synthesize vast amounts of complex information into clear, concise, and compelling due diligence reports and presentations. Confidently present findings, key risks, and strategic recommendations to senior management, investment committees, and clients to facilitate informed decision-making.
Valuation Support
Collaborate closely with the core M&A team to provide critical inputs for valuation analyses, including discounted cash flow (DCF), comparable company analysis, and precedent transaction analysis. Ensure that diligence findings are appropriately reflected in the valuation model.
Data Room Management
Oversee the management and review of virtual data rooms (VDRs), ensuring a systematic and thorough examination of all provided documentation. Develop and manage detailed request lists and track responses from the target company.
Mentorship and Development
Mentor, train, and guide junior team members (Analysts and Associates), fostering their professional growth and ensuring the delivery of high-quality work product. Delegate tasks effectively while maintaining ultimate accountability for the diligence process.
Requirements for the VP, M&A Diligence with a Global Investment Bank – Dallas, TX
We are seeking a candidate with a proven track record of excellence in a demanding M&A environment. The ideal individual will possess a strong analytical foundation, superior project management skills, and the executive presence to interact effectively with senior stakeholders.
Professional Experience
A minimum of 7-10 years of relevant experience in M&A, with a significant portion dedicated to transaction advisory services or due diligence. Backgrounds in Big 4 transaction services (TAS/FDD), investment banking, private equity, or corporate development are highly preferred.
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related field from a top-tier university is required. An MBA or other advanced degree is strongly preferred. Professional certifications such as the CFA or CPA are highly advantageous.
Technical Acumen
Expert-level proficiency in financial modeling, valuation techniques, and financial statement analysis. Deep understanding of complex accounting principles (U.S. GAAP) and their application in an M&A context. Mastery of Microsoft Excel and PowerPoint is essential.
Analytical and Critical Thinking
Superior analytical and problem-solving skills with an ability to dissect complex issues, identify key drivers, and make sound judgments with incomplete information. A meticulous attention to detail is non-negotiable.
Leadership and Project Management
Demonstrated ability to lead and manage multiple complex projects simultaneously under tight deadlines. Proven experience in managing teams and coordinating with various internal and external parties effectively.
Communication Skills
Exceptional written and verbal communication skills. Must be able to articulate complex financial concepts and diligence findings clearly and persuasively to a variety of audiences, from technical specialists to C-level executives.
Interpersonal Skills
Strong interpersonal skills with a collaborative mindset and the ability to build rapport and trust with colleagues, clients, and advisors. Must exhibit a high level of professionalism, integrity, and a strong work ethic.
Industry Knowledge
Broad understanding of various industries and the key factors that drive business value and risk within them. The ability to quickly get up to speed on new sectors is crucial.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive and comprehensive compensation and benefits package. They believe in investing in their employees’ well-being and professional growth.
Competitive Compensation
A highly competitive base salary complemented by a significant performance-based annual bonus structure.
Comprehensive Health and Wellness
Premier medical, dental, and vision insurance plans for you and your eligible dependents. The package includes robust mental health support, wellness programs, and fitness subsidies.
Retirement Planning
A generous 401(k) plan with a substantial company match to help you build a secure financial future.
Paid Time Off
A generous paid time off (PTO) policy, including vacation days, sick leave, and company-paid holidays, to ensure a healthy work-life balance.
Parental Leave
An industry-leading parental leave policy to support employees and their families during critical life events.
Professional Development
A strong commitment to your career growth with access to ongoing training, professional development programs, tuition reimbursement, and clear pathways for advancement within the organization.
Workplace Perks
Modern office facilities in a prime Dallas location, various employee resource groups, and regular team-building and networking events.
How to Apply
This is a confidential search managed exclusively by JRG Partners. If you are a qualified and driven M&A professional who meets the above criteria and is ready to take the next step in your career with a global leader, we encourage you to apply. To submit your application, please send your resume and a cover letter detailing your relevant experience to our dedicated recruitment team. We look forward to reviewing your qualifications and discussing this exceptional role in more detail. All applications will be treated with the strictest confidence.
