M&A: Lead the execution of PlanHub’s inorganic growth strategy. Key elements include: Strategy Setting and Focus Area Prioritization: Lead qualitative and quantitative analysis and research to establish key M&A focus areas. Collaborate with ELT and GCC to articulate the strategic rationale and prioritize targets. Add-On Acquisition Deal Sourcing: Build and maintain relationships with bankers, management teams, founders, and other key stakeholders to develop an actionable add-on acquisition deal pipeline Deal Execution: Oversee all aspects of M&A deal execution, including commercial diligence, preparation of investment committee / Board memos, financial modeling, confirmatory diligence (legal, accounting, tax), documentation negotiation, and workstream coordination M&A Integration: Partner with the ELT and functional leaders to ensure seamless integration of acquisitions, ensuring workplans are clearly defined and executed smoothly. Act as the project manager, defining workstreams, coordinating with stakeholders (including any third-party advisors hired), and ensuring adherence to integration plans pre-and post-closing. Organic Growth / Scaling: Manage PlanHub’s overall Value Creation Program in partnership with the CEO and ELT, including: Initiatives Tracking: Managing cross-functional initiatives tracking, including following up with responsible parties and key stakeholders to drive execution and provide the ELT, GCC, and the BOD visibility into progress on key initiatives BOP (“Business Opportunity Proposals”) Development: Development of BOPs (“Business Plans”), including gathering content, data, and perspectives from ELT members and summarizing these inputs into a cohesive business plan for initiative resourcing. Key components of the BOP include an Executive Summary, overview of the Business Opportunity (incl. PlanHub’s “right to win” and competitive landscape), Product Rationale and Plan, Technical Overview, Sales / GTM Plan, Org Plan, and Financial and Economic Impact Financial / Economic Modeling: Assisting with financial modeling / quantifying economic impact of initiatives (in partnership with PlanHub finance) to support decision-making by the ELT, GCC, and BOD Leading Execution of Select Organic Growth Initiatives: Managing / co-managing third-party advisors for specific initiatives (e.g., market study, pricing optimization), including agenda creation for read-outs, expectation setting with key stakeholders, data gathering within PlanHub to support the engagement(s), facilitating interactions between advisor(s) and PlanHub teams, and codification / driving adherence around follow-ups before and after read-outs ISV Partnerships: Develop a comprehensive strategy for, and lead execution of, PlanHub’s overall ISV integration partnerships strategy, including (a) potential white-labelling and/or integration of PlanHub’s offering inside other scaled Contech / software provider platforms, (b) two-way reseller partnerships between PlanHub and other pre-construction / Contech software businesses, and (c) other potential partnership arrangements. Market Intelligence / Strategy: Play a key role in leading market intelligence gathering and competitive landscape work to inform ongoing business strategy and growth initiatives. Key responsibilities include discussions with industry stakeholders, attending conferences, monitoring competitors’ strategic initiatives / product releases, and building cross-industry relationships in a manner that supports the CEO and ELT in the prosecution of the core business BOD Meetings / Materials: Collaborate with the CEO and ELT to prepare materials for the PlanHub Board of Directors, including: Board Meetings: Lead production of BOD materials, including (a) value creation initiative updates, (b) new business line updates (arising from the BOPs), and (c) aggregating and synthesizing content from PlanHub ELT members / functional leads as required Ad Hoc Discussions / Analyses: Develop materials for key business decisions required outside of the regular BOD meetings cadence (e.g., new business lines)
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Job Type
Full-time
Career Level
Executive