Consulting Principal – Private Equity M&A Integration and Separation Advisory

RSM US LLP

. Lead integration and/or separation efforts from planning through execution .

Posted 9/30/2026full-timeSan Francisco • California • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in M&A processes, including integration and separation advisory services, with a strong focus on managing client relationships and leading high-performing teams. Proven ability to develop business strategies and deliver complex projects across various industries, particularly in private equity and financial services.

Highest-signal resume keywords

M&A ExperienceComplex Program ManagementClient Relationship ManagementFinancial CapabilityTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Integration AdvisorySeparation AdvisoryProgram ManagementProcess DevelopmentOperational SupportFinancial AnalysisReport WritingAnalytical SkillsProject ManagementBusiness Development

Soft Skills

Communication SkillsPresentation SkillsSelf-MotivationExecutive PresenceProfessional Integrity

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Private EquityMiddle Market BusinessesTMTLife SciencesFinancial ServicesHealthcareTransaction LifecycleSynergy ManagementEngagement ManagementProfessional Services

About the role

Key responsibilities & impact

Lead integration and/or separation efforts from planning through execution
Coordinate teams of professionals and services across all RSM practices
Develop and grow a client network through business acumen, personal network, and complex delivery skills
Manage client relationships and supervise multiple engagements
Participate in onsite client projects
Develop Deal Services and Integration and Separation Advisory services across the transaction lifecycle
Support the growth and maturation of the practice and develop high-performing teams
Evolve methodologies, tools, approaches, points of view, and thought leadership for the full-service M&A offering
Develop business through internal and external channels and sell services across firm offerings
Develop business connections supporting practice and firm strategic objectives
Lead director- and manager-level engagement leaders in integration and separation engagements
Act as a trusted advisor and provide direction on larger business objectives
Lead client workshops for private equity and strategic corporate buyers
Sell and structure pre-close planning, post-close planning, and Day 1 operational support engagements
Provide management advice across functional business areas based on transaction scope, industry, and complexity
Direct TSA evaluation, identify deal perimeters and gaps, evaluate pricing, structure services, and address operational needs
Identify stranded costs and manage sell-side exit processes
Support synergy assessment and synergy management through realization
Manage engagements profitably and collaborate with complex delivery leads
Develop and deliver annual firm and practice strategy with ISA and Deal Services leadership

Requirements

What you’ll need

10-12+ years of M&A and/or experience focused on mergers, acquisitions or separations within a professional services firm environment
Broad expertise working with middle market businesses, including private equity, privately held or publicly traded companies
Experience across a range of industries; industry alignment to private equity is a plus
Preferred experience in TMT, Life Sciences, financial services, healthcare, or other demonstrated industry depth
Strong understanding of complex program management and leadership
Ability to travel 3-4 days per week for 40-45 weeks of the year
Strong process and operating model development skills
Strong financial capability to manage engagement financial outcomes
Strong communication, presentation, project management, and business skills
Strong writing, research, analytical, technical facilitation, and report writing skills
Strong self-motivation in a dynamic, time-sensitive environment
Bachelor's degree required
Proven ability to hire, develop, grow, and lead professional teams
Exceptional executive presence and professionalism
Highest levels of professional and personal integrity and ethics

Benefits

Comp & perks

Competitive benefits and compensation package
Flexible schedule
Equal opportunity and reasonable accommodation for people with disabilities