Hire the best Mergers & Acquisitions Specialists in Minnesota
Check out Mergers & Acquisitions Specialists in Minnesota with the skills you need for your next job.
- $85 hourly
- 5.0/5
- (14 jobs)
I'm a financial analyst with experience in private equity and venture capital. I live in Microsoft Excel, and thrive on making things quicker, easier and more automated. I love all things personal finance, and enjoy teaching folks how to save, invest and plan for their future with their money.Mergers & Acquisitions
Personal Finance & Wealth ManagementPersonal BudgetingGoogle SheetsPrivate EquityExcel FormulaAcquisitionsAnalyticsShareholder RelationshipPortfolio Performance ModelingVenture CapitalExcel MacrosMicrosoft ExcelFinancial AnalysisFinancial Modeling - $65 hourly
- 5.0/5
- (8 jobs)
US-based CPA with 9+ years of experience in accounting, finance, and strategic planning at EY (Ernst & Young), Charles Schwab, and several small businesses. My reputation is built on: • Simple, easy-to-understand reporting that management can intuitively peel back layer by layer • Plain, facts-based analysis that enables management to make easy decisions • Reliability and timeliness Accounting experience in the following industries: • Commercial real estate • E-commerce (including sales tax and inventory management) • Logistics Highly skilled in: • Investor reporting / GAAP FP&A (in dashboards, financial statements, or plain spreadsheets) • Project management • Bookkeeping – account reconciliation, cleanup, and maintenance • Big-picture thinking • Due diligence, discovery prep, and 409A valuations • Cloud accounting and automation • Data management and analysis • PowerPoint design and slide-based reporting • Payroll, accounts receivable, and accounts payable • Forecasts and budgeting • Advanced statistics, data science, and time series analysis Direct experience with the following software: • SAP • Oracle NetSuite • QuickBooks • Xero • Sage • Bill.com • PowerBI From my career start ten years ago as a senior auditor at EY in Denver, to my time reshoring the internal SOX control network at Charles Schwab, I have always had a passion for helping clients find answers and build reliable processes. Building on my dual majors in Finance and Accounting at UW-Madison (Go Badgers), I returned to Minnesota several years ago to purse my full-time MBA with a focus on long-term strategic planning. While in school, I worked in two small businesses, as a controller at a home remodeler and as a development analyst at a commercial real estate broker and gained an appreciation for the unique systems and processes required in real estate. Before going independent, I spent three years as a manager in strategic planning at CWT, a business travel management company with over 15,000 employees based in over 60 countries struggling to stay afloat during the pandemic. In that role, working directly with VP and C-suite level executives, I came into my own as a specialist in presenting complex financial data in a simple, intuitive manner for high-level executives and investors. Over the past year I have built upon that reputation to use my professional contacts to build a book of business providing ad-hoc bookkeeping, model-building, and ERP implementations, as well as performing part-time work as a controller for several small businesses. Two quotes I recall everyday in my work: “I didn't have time to write you a short letter, so I wrote a long one instead” "Everything should be made as simple as possible, but not simpler" When I am not working, I enjoy camping, fishing, DIY projects, reading books, the crossword, skiing, building furniture, golfing, and long walks with my dog Frida.Mergers & Acquisitions
Financial ProjectionGAAPAccounts ReceivableAccounts PayableCash Flow AnalysisAccountingMicrosoft ExcelDue DiligenceFinancial PlanningBookkeepingFinancial ModelingFinanceProject ManagementStrategy - $99 hourly
- 0.0/5
- (4 jobs)
PROFESSIONAL SUMMARY I have been an attorney for well over 40 years. Most recently (2009-2018), I was Senior Vice President and General Counsel for Travel Leaders Group, LLC, the nation’s largest travel agent company, with sales of $24B and 45,000 travel agents. Travel Leaders has 3,000 employees and contractors, almost 200 branches and several thousand franchises and member agencies. My duties there included: • Oversight of global legal function, with operations in US, Canada, Mexico, UK, EU and Uruguay. • M&A, including all integration matters. • All substantive areas of law on a global scale - employment law and review of all major HR issues, risk management and insurance, IP and licensing, franchise law and franchise system maintenance, litigation supervision, leasing activities, data security and privacy issues, both national and international, corporate governance, and a wide range of transactional matters, including client facing contracting and supplier relations negotiations and contracting. Recent major projects include: • Year-long successful contract negotiation to partner with one of the world’s largest banks and credit card issuers to become their loyalty program travel fulfillment provider and to incent and engage our travel agents to act as a sales force to market their credit cards. In addition to the commercial terms, there were significant banking, data privacy and antitrust issues to overcome. • Combining three of the company’s franchise systems, and two distinct organizations, into one new, unified operating company and brand. Trademark, franchise and employment issues were of major importance, as well as preservation of supplier agreements. • Concluding and integrating eight new acquisitions in one year, in three countries, into Travel Leaders, without disrupting the value of the acquired companies. MY MISSION IS TO ENABLE YOU TO SUCCESSFULLY CONDUCT BUSINESS, NOT TO WIN LEGAL DEBATES. PREVIOUS EXPERIENCE_______________________________________________________ General Counsel for MotivAction, LLC, (2006-2009) a national performance improvement company working mainly through loyalty programs and incentive meetings and events. Vice President–Law for Carlson Marketing Group, Inc., (1997-2006) one of the nation’s largest marketing services companies. Associate General Counsel for Carlson Companies, Inc. (1997-2006). At the time, Carlson owned and franchised Radisson Hotels, Regent Hotels, Country Inns & Suites and Park Inns, TGI Fridays restaurants, Regent Seven Seas, Carlson Wagonlit Travel, Carlson Leisure Group (predecessor to Travel Leaders) and Carlson Marketing Group. Shareholder and partner in private practice with Jacobson, Harwood, Brill & Bennett, PA (1985-1995) and previously with Doherty, Rumble & Butler, PA. (1977-1985), serving as counsel for large and small businesses on transactions, mergers and acquisitions, litigation and dispute resolution, employment and intellectual property. Av-rated by Martindale-Hubbard PERSONAL BACKGROUND_____________________________________________________ Education Yale Law School - Juris Doctor University of Minnesota - Bachelor of Arts, European History Summa Cum Laude Internship - Oxford, England. Member (elected) - University Senate Court Admissions United States Supreme Court Eighth Circuit Court of Appeals United States District Court United States Tax Court United States Court of International Claims Minnesota State CourtsMergers & Acquisitions
LicensingIntellectual Property LawContract LawEmployment LawCorporate LawContract NegotiationContract Drafting - $170 hourly
- 0.0/5
- (0 jobs)
Maggie is an entrepreneurial M&A HR executive with an innate ability to lead transformational change, support growth, and deliver results. With over 25 years of global experience as a CHRO and subject matter expert, she is adept at managing post-merger transition efforts and delivering best practices across key HR disciplines. She has held leadership roles at Fortune 500 companies including SAS, Cargill, Thomson Reuters, and Delta (Northwest), as well as innovative PE-backed growth companies, where she was responsible for thousands of employees. Her competencies include retention and talent acquisition, organizational design, managing the reduction in force process (RIF), implementing HR systems, establishing “best place to work” culture, employee experience and engagement, coaching and performance management, and optimizing pay, incentive, and benefit programs. Maggie has an MBA-HR, is an accredited executive coach and holds a Sr. Professional Human Resources (SPHR) credential as well as certifications in training and assessment methodology. KEY COMPETENCIES * Mergers & Acquisitions * Talent Management * Strategic Recruitment * Employee Experience & Engagement * Reward, Recognition & Benefits * Performance Management * Leadership Development * New Business Start-up * Change Management * Global Business Acumen * Employee RelationsMergers & Acquisitions
Career CoachingGrowBusiness CoachingStrategic PlanningTraining & DevelopmentLeadership DevelopmentOrganizational Design & EffectivenessAssessment ActivityHR & Business ServicesExecutive Coaching - $400 hourly
- 0.0/5
- (0 jobs)
Proven executive with 25+ years of consumer packaged goods, food marketing and general management leadership experience in both business-to-consumer and business-to-business environments, including Pillsbury, Land O'Lakes, Schwan's, Clearwater Seafoods, DairiConcepts and Kraft Heinz. I help leaders with their strategy and marketing initiatives whether it be taking a fresh look at the current situation, uncovering new insights or developing customer-focused plans. • Strategic Planning: Situation assessments, go-to-market strategies, new business opportunity assessments and entry strategies, cross-functional strategic and annual plans. • Mergers & Acquisitions: M&A playbook development, including strategy, objectives, selection criteria and target company identification and profile development. • Marketing Strategy: Integrated marketing planning, brand positioning, brand roadmaps, insight development, marketing best practices and career path development. • Business Analysis: Customer segmentation, new customer acquisition targeting, data analysis, innovation platforms and roadmaps. • Short-Term Marketing Leadership or Management: Maternity/paternity leaves, hiring gaps, product and brand management.Mergers & Acquisitions
StrategyStrategic PlanAcquisitionsMarket Segmentation ResearchInnovation StrategyMarketing StrategyBrand DevelopmentMarket AnalysisMarket ResearchBrand ManagementLeadership SkillsFreelance MarketingStrategic PlanningMarketing - $150 hourly
- 0.0/5
- (0 jobs)
25 years of professional experience as a practical advisor with top-tier consulting, investment banking, and accounting firms and an executive with small- and mid-cap companies. I am passionate about creating value through strategic visioning and planning, decisive action, and disciplined execution to transform business capabilities and culture. My diverse, enterprise-wide skill set enables me to help clients influence and achieve enterprise-wide value. Expertise include Strategy, Mergers & Acquisitions, Private Equity, Finance, Organizational Effectiveness, Operational Restructuring, Business Intelligence, and IT Strategy.Mergers & Acquisitions
Performance ManagementPost-Merger IntegrationPerformance MeasurementOrganizational Design & EffectivenessPowerPoint PresentationData Analytics & Visualization SoftwareFinanceFinancial ModelingFinancial Analysis & ValuationFinancial PlanningAnalytical PresentationManagement ConsultingCorporate StrategyBusiness Strategy - $175 hourly
- 0.0/5
- (0 jobs)
As a trusted thought partner, I help leaders navigate challenges and execute their strategic objectives by providing actionable insights and recommendations. With 20+ years of experience in consulting, finance, accounting, operations and strategic leadership, I thrive in navigating complexity and taming chaos. I quickly identify the root causes of business challenges and implement effective, scalable solutions. My approach, rooted in empathy, empowerment, and enthusiasm, allows me to make a tangible impact across diverse industries and teams. I specialize in creating alignment and empowering organizations to execute complex projects, while fostering cultures of collaboration and growth. CORE SERVICE OFFERINGS: • Strategic Growth: Design and execute scalable strategies that optimize value, streamline operations, and lay the foundation for sustainable growth. • Cross-Functional Project Leadership: Lead enterprise-wide initiatives, ensure alignment across teams, drive adoption, manage change, and deliver operational synergies to achieve key milestones. • Chief of Staff: Provide strategic support to executives, drive execution of key initiatives, and provide actionable insights that drive growth and operational efficiency. • Finance Functional Assessments (People, Process, Technology): Conduct in-depth assessments to optimize finance and accounting functions, focusing on enhancing people, processes, and technology for improved financial performance and optimization. • Finance Strategy: Develop long-term financial plans, set budgets, and align financial goals with the overall vision of the company. • Operational Efficiency: Analyze costs and margins, implement KPIs, streamline financial operations, and improve profitability. • Investor Relations: Position a company for institutional investors or a sale by making it appealing, trustworthy, and equipped with a clear growth strategy, strong financial performance, and readiness to handle the rigorous evaluation that institutional funding demands. As a former CFO, I am dedicated to delivering valuable results timely and within budget. To ensure transparency and support your budget planning, I offer fixed project fees or monthly fees.Mergers & Acquisitions
Business OperationsChange ManagementBusiness DevelopmentPrivate EquityAcquisitionsFinancial AnalysisKPI Metric DevelopmentForecastingBudgetStrategic PlanningStrategyFinanceProject ManagementManagement Consulting - $100 hourly
- 0.0/5
- (1 job)
LEADERSHIP PROFILE I am a SHRM-SCP certified Human Resources Strategist with 30 years of experience in multiple industries. A proven leader who thrives in developing strategy, building relationships to foster talent management, and leadership/executive development through collaborative team engagement. Excellent servant leader and coach that creates a safe and trusting environment, focused on human capital optimization that leads to accountability and exceptional business performance. AREAS OF EXPERTISE Human Resource Strategy / Leadership Development / Change Management / Succession Planning / Talent Management / Multi-State Locations / Diversity & Inclusion Programs / Mergers & Acquisitions / Disability Management / Relationship Building / EH&S Management / Employee Relations / Employee Engagement / Union Relations / Compensation and Benefits / Operations Management / Performance Management / Training & DevelopmentMergers & Acquisitions
Operations Management SoftwareExecutive CoachingStrategic PlanningPolicy DevelopmentTraining & DevelopmentPerformance ManagementStrategyHR & Business ServicesHuman Resources StrategyEmployee EngagementDiversity & InclusionChange ManagementLeadership DevelopmentEmployee Relations - $100 hourly
- 0.0/5
- (0 jobs)
SENIOR PROGRAM MANAGER Experienced Program Manager with experience in managing and overseeing key organizational programs and portfolios. Expertise in the Healthcare and SAAS industries. Success introducing software implementation methodologies and PMO strategies. Committed to scaled operations through a high degree of quality and efficiency. Entrepreneurial spirit with strong analytical skills, combined with the ability to build strong relationships across all levels and functions, including internal and external customers. AREAS OF EXPERTISE Merger Acquisition Due Diligence | M&A Integration |PMO Creation and Management |Software Development and Implementation | Commercial Real Estate Build and Decommission | Product Development | Risk Management Vendor Management | Project Management | Data Analysis | Process Improvement | Change Management |Mergers & Acquisitions
Project BudgetSmartsheetSoftware ConsultationProgram ManagementReal Estate Project Management SoftwareProject Management SoftwareProject DeliveryProject Management OfficeProject Management Want to browse more freelancers?
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