Providing a Gas and Electricity Supplier with the Right M&A Manager

Introducing our Client

Our Client supplies gas and 100% sustainable electricity, generated entirely locally from sun and wind. You read it right! They strive to be the energy supplier that makes sustainable energy feasible and affordable for everyone. 

Roles and Responsibilities of the M&A Manager (Ad-Interim)

In the organization, the M&A manager is respinsible for: 

• Leading and organizing M&A transactions process from A to Z by delivering across strategic advice, origination, capital raising, sell-side, or buy-side;
• Coordinating collection of financial, industry and market data information related to sound investment peers; 
• Carrying out financial modelling that supports the assessment of M&A opportunities; 
• Participating in building draft deal documentation such as proposals, teaser, memorandum, management presentation; 
• Identifying and recommending shortlists of potential deal targets, present findings and pitch investment opportunities at Board level; 
• Building and managing productive relationships with target companies and related network; co-lead necessary business meetings, regular communication and exchnages with potential deal targets; 
• Coordinating third party service providers in due diligence, deal valuation, etc

Our Approach to Find the Right Match

To find the right M&A manager candidate to fit our Client's needs, we followed a serie of six steps which can be summarized as follow: 

1. Determining the Client Needs:

We first met the client to understand quickly the requirements and before to translate those into a mission description (as stated in the roles and responsibilities section) and key search criteria such as the profile.

2. Search and Selection of Freelancers:

Based on our algorithm and people knowledge, we searched on our different talent pools for the specific expertise and experiences to meet our client's needs, contacted our freelancers, and then prioritized based on motivation, expectation, availability, location and rate. 

3. Talents Shortlist:

In 48 hours, we set up a shortlist and communicated 3 profiles to the end client with the following information: profile summary, screening & interviews summary, outcome of clients references checks, curriculum vitae.

4. Interviews with Client:

The Client decided to interview the 3 short listed candidates. We set up the meetings and attended these. The fit between the M&A project was quickly highlighted and the final decision was taken by the head of Finance. 

5. Candidate Placement:

The client confirmed this person and the next day, our freelancer was starting his assignment!

6. Project Follow-Up:

Due to the confidentiality associated to this type of mission, xwe checked on regular basis Client & Freelancer's satisfaction levels. 

Success and Results 

• M&A transaction proces coordinated
• Deal financial modelling and overall documentation delivered
• Productive relationships with related finance/HR/IT/legal teams
• Mission timeframe: 6 months (5 days a week)

Image retrieved from rawpixel.com on Freepik