M&A Integration Project Manager/Sr. Manager

Are you a seasoned Project Manager with experience creating and evolving M&A integration strategies and guiding key stakeholders along the way? Do you have a proven track record of creating an exceptional integration experience for newly acquired team members? Cohen & Co recently received a growth investment from Lovell Minnick Partners (a leading middle market private equity firm), and we have an opportunity for you to drive the success of integrating Cohen & Co’s strategic acquisitions. The M&A Integration Project Manager/Sr. Manager will report to the Firm’s Director, Corporate Development and work closely with members of the Firm’s leadership team, as well as other key team members throughout the acquisition and integration process.

• Lead and provide support for M&A integration efforts including integration strategy development, planning, execution and performance management, etc.
• Partner with project sponsors and stakeholders to build bespoke integration plans that clearly establish integration objectives and performance standards, develop value capture and operational integration plans, support execution management, and accelerate the career path of leadership joining Cohen & Co from the target company
• Develop and implement integration strategies, timelines, and plans to ensure a successful and seamless transition of acquired companies into the organization
• Strategically build out and lead dedicated cross-functional integration teams (Finance, HR, IT, Legal, Marketing, etc.) to ensure seamless integration including system integration, employee transition, and cultural assimilation while minimizing disruption
• Manage integration progress including timeline & milestone tracking, issue & risk tracking, meeting coordination, and holding stakeholders at various levels accountable for completion of assigned tasks
• Build cultural assessment process to help Cohen & Co identify alignment with potential acquisition targets
• Participate in due diligence processes to identify potential integration risks and opportunities, including operating synergies and integration costs
• Oversee the identification of integration cost, approval and tracking process
• Track and manage transaction synergies across the business
• Provide regular updates and timely status reports to leadership on integration status, risks, and opportunities, ensuring data accuracy and timely input from workstreams
• Monitor and ensure delivery of the key strategic, operational, and financial objectives of acquisitions, including earnouts and performance incentives through the M&A scorecard process
• Continually incorporate lessons learned and contribute to the continual improvement of tools and artifacts supporting the integration process, including playbooks, tools (such as M&A Accelerator), and documentation
• Promote culture of integration and collaboration
• Other project management tasks across the Firm as necessary
  
  

Who You Are

• Minimum of 5-10 years prior experience in Project Management with at least 5 years prior experience in M&A Integration
• Demonstrated success managing multiple complex projects in a fast-paced environment
• Experience in the Accounting and/or Professional Services Industries a strong preference
• Previous experience working with private equity firms a plus
• Strong organizational, facilitation, and negotiation skills will be required to drive results
• Excellent written and verbal communication skills including the ability to make formal presentations to leadership
• Strong leadership skills with the ability to motivate and lead internal resources to work together to resolve complex project problems
• Ability to independently shepherd complex interactions and situations
• Analytical mindset with the ability to interpret data, identify trends, and make informed decisions
• Sense of urgency to deliver both short-term and long-term results
• Ability to set clear expectations and hold cross functional teams accountable to all deliverables
• Ability to handle ambiguous and volatile project requirements
• Ability to lead teams through influence and collaboration in a matrix organization
• Able to thrive in a fast-paced environment, manage through ambiguity and complexity, and support multiple, simultaneous projects, multiple stakeholders and articulate dependencies and interrelationships
• Proficiency with various project management styles and software
• Management of projects with significant technology aspects a strong plus
• Positive attitude and willingness to be a team player
  
  

Location:

• Akron or Cleveland, OH; Chicago, IL
• Hybrid work environment from one of our office locations
• 10-25% anticipated travel
  
  

Who We Are



Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
  
  

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Experienced Hire Opportunities
• Check out some of our leaders you’d be partnering closely with:
• Corey McLaughlin, COO, Cohen & Co Advisory, LLC
• Marcy Kempf, Partner in Charge, Markets & Industries; Partner, Cohen & Co Advisory, LLC; Partner, Cohen & Company, Ltd.
• Jessica DeLuke, Chief Financial Officer, Cohen & Co Advisory, LLC
• Kevin Sexton, Chief Information Officer, Cohen & Co Advisory, LLC
  
  

Estimated Salary Range: $115,000 - $175,000

• Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
  
  

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.