Manager of Mergers, Acquisitions & Integrations
Deerfield, WI - USA
Job Summary
Fielmann USA Inc. a subsidiary of the German family-owned Fielmann Group entered the US market in 2023 and has established a significant and expanding presence in American vision care. Operating under the Fielmann USA Inc. umbrella we bring together Shopko Optical and SVS Vision to create a vision care network of more than 220 locations across 17 states that combines digital innovation with in-person expertise. This multi-channel approach allows us to serve patients through both convenient digital sales channels and traditional optical locations nationwide. With a strong commitment to service and value we offer comprehensive eye care services quality eyewear and contact lenses to patients throughout the United States.
Benefits:
- 401K with Match
- Vacation Pay/Personal Day
- Volunteer Time Off
- Health Dental Vision Life Insurance
- Short- Term & Long-Term Disability Insurance
- Unique Voluntary Benefits (i.e. Pet Insurance Legal Services Identity Theft Protection)
POSITION SUMMARY:
Serve as the central deal owner for acquisitions of optical practices from initial opportunity and seller engagement through diligence approval closing and transition to Operations. The role develops and maintains trusted relationships with doctor-owners and other sellers leads negotiations and coordinates internal workstreams to ensure each transaction supports Fielmann USAs growth strategy and meets financial operational real estate and integration objectives. Own the transaction process and its forward momentum partnering with Finance Legal Real Estate Operations HR IT Doctor Relations and Marketing.
Duties & Responsibilities
STRATEGIC DUE DILIGENCE & INTEGRATION
- Negotiate transactions terms include Letter of Interest (LOI) and all transaction-related documents in partnership with owners
- Support the identification screening and evaluation of M&A opportunities.
- Administer and oversee the proposal negotiation and purchase process for new business opportunities
- Develop and maintain detailed due diligence and integration plans including milestones timelines resource requirements and costs required to achieve objectives
- Coordinate cross-functional diligence activities and ensure key findings open items risks and mitigation actions are clearly documented and tracked
- Present regular due diligence updates to senior leadership highlighting critical issues decisions required and recommended mitigation strategies
INTEGRATION FINANCIAL & MARKET ANALYSIS
- Partner with senior leadership and key stakeholders to develop integration strategies aligned with Fielmann USAs operating model and to drive timely objective decision-making
- Coordinate and drive accurate financial analysis of acquisition prospects and support evaluations with the senior leadership team
- Collaborate with the Store Development team to establish appropriate site-selection criteria and evaluate location-related considerations
- Conduct and maintain market research reflecting business competitive and optical-industry trends
- Create executive-ready presentations investment conclusions and recommendations on M&A opportunities for leadership review and approval
LEADERSHIP
- Represent Fielmann USA in discussions with external partners owners and investors
- Coordinate and drive accurate financial analysis of acquisition prospects and lead evaluations with senior leadership team
- Work closely with leaders and cross-functional teams to plan and execute on due diligence and integration projects successfully
- Facilitate complex time-sensitive decisions by clearly presenting facts implications alternatives and recommended actions
- Maintain knowledge of optical industry trends and competitive landscape
MINIMUM KNOWLEDGE EXPERIENCE & SKILLS REQUIREMENTS:
- Bachelors degree in business or finance or equivalent work experience
- 3 years of project management experience; M&A/consulting experience preferred
- Experience with retail healthcare/healthcare services a plus
- Strong background in investment banking consulting or private equity
- Strong business acumen with direct leadership and/or influencing experience
- Able to quickly and autonomously analyze financial data and translate into actionable insights for informed decision-making
- Demonstrated ability to facilitate complex and time sensitive decisions
- Able to work cross-functionally with excellent attention to detail
- Exceptional interpersonal relationship skills
- Proven ability to work collaboratively in a matrixed corporate environment
- Solid organizational planning presentation and written and verbal communication skills
- Strong technical knowledge in Microsoft Office Suite of programs
- Commercial Real Estate experience a plus
ESSENTIAL FUNCTIONS & WORK REQUIREMENTS
- Ability to effectively communicate at all levels within the organization through written and two-way verbal communication
- Able to read and write at a high school graduate level
- Able to sit or stand for extended periods of time
- Able to operate various office equipment (e.g. personal computer telephone fax machine copier etc.)
- Able to work normal and/or extended (evenings nights and weekends) office hours to meet established deadlines
- Able to travel independently to support Company objectives and personal development
- Ability to travel up to 25% of the time to perform valuation due diligence and closing activities
These statements are intended to describe the general nature and level of work performed by teammates assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities duties and skills required.
Required Experience:
Manager