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Sr Associate, Mergers & Acquisitions

Location: 

Charlotte, North Carolina (NC), US

About SPX Technologies, Inc.

SPX Technologies, Inc. is a diversified, global supplier of highly engineered products and technologies, holding leadership positions in the HVAC and detection and measurement markets. Based in Charlotte, North Carolina, SPX Technologies, Inc. has more than 4,300 employees in 15 countries. SPX Technologies, Inc. is listed on the New York Stock Exchange under the ticker symbol “SPXC.” For more information, please visit www.spx.com.

 

Mergers & Acquisitions has been and will continue to be a key part of SPX’s growth strategy. SPX Technologies acquired 14 companies representing ~$1.6B of capital over the last five years, adding significantly to its total addressable market, with significant accretion to both growth rates and margins and M&A will remain a key enabler to value creation for SPX Technologies as it continues the journey as an industrial compounder with a goal to deploy $1.5B of capital over the medium term.

 

Building the people that build the world.

With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world.  Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development.  We’re a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world. 

 

How you will make an Impact (Job Summary)

SPX is a diverse team of unique individuals who all make an impact. As Sr. Associate, Mergers & Acquisitions, you will work closely with leaders across the enterprise to support all aspects of acquisitions, divestitures, and other strategic business growth initiatives.   

 

What you can expect in this role (Job Responsibilities)

While each day brings new opportunities at SPX, your core responsibilities in supporting Mergers & Acquisitions will be:

  1. Research
    • Research potential targets, competitors, and growth opportunities. This may include gathering public information and performing market research

 

  1. Financial Analysis & Deal Modeling
    • Use financial models and analysis to assess the viability of potential deals, and to create models for valuation metrics
    • Conduct thorough analysis of financial data, including but not limited to income statements, balance sheets, cash flow statements, cost reports, and risk assessments
    • Prepare financial models and forecasts

 

  1. Financial Planning
    • Develop or support the development of business plans that outline the strategic direction and financial forecasts, inclusive of synergies, for companies after a merger or acquisition

 

  1. Due Diligence
    • Lead and/or support the due diligence process to verify the financial, legal, and operational aspects of a target company
    • Assist with financial due diligence and valuations in support of deal completion
    • Manage deal and due diligence processes
    • Maintain thorough knowledge of the M&A process and strategic project management

 

  1. Deal Execution
    • Ensure that all legal and financial aspects of a deal are in order, and that the deal is executed seamlessly
    • Participate in and support negotiations for mergers and acquisitions
    • Prepare transaction related presentation materials for management and board of directors
    • Support deal closing process and participate and/or support post-closing Integration planning and execution

 

  1. Other
    • Support the Mergers & Acquisitions function
    • Maintain relationships with 3rd party services and investment advisors

 

What we are looking for (Experience, Knowledge, Skills, Abilities, Education)

We each bring something to the table, and we are looking for someone who has:

Required Experience

  • 3-5 years of applicable experience
  • Experience in investment banking, private equity, or corporate development
  • Advanced Microsoft Excel and PowerPoint skills
  • Proficient financial modeling, analytical skills, and strong attention to detail as well as strong business acumen, and the ability to present results to diverse audiences and communicate effectively
  • Strong communication, with the ability to present financial information in a clear and concise manner
  • Demonstrated experience in project management and ability to learn new business models or industries
  • Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment

Preferred Experience, Knowledge, Skills, and Abilities

  • Experience within a publicly traded company and/or manufacturing company

Education & Certifications

  • Bachelor’s degree in accounting, finance, or business management

Travel & Working Environment

  • Hybrid work schedule, 3 days per week on site
  • Up to 25% Travel

 

How we live our culture

Our culture is at the center of what we do and, more importantly, who we are.  Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other.  Whether you are an individual contributor or you lead a large team, each of us leads at SPX.  

 

What benefits do we offer?

We know that the well-being of our employees is integral. Our benefits include:

  • Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
  • Competitive health insurance plans and 401(k) match, with benefits starting day one
  • Competitive and performance-based compensation packages and bonus plans
  • Educational assistance, leadership development programs, and recognition programs  

 

Our commitment to embrace diversity to build a culture of inclusion at SPX

We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day.  We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential. 

 

SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.

ABOUT SPX

SPX is a diversified, global supplier of infrastructure equipment with scalable growth platforms in heating, ventilation and air conditioning (HVAC), detection and measurement, and engineered solutions. With operations in 17 countries and approximately $1.4 billion in annual revenue, we offer a wide array of highly engineered products with strong brands.

SPX TOTAL REWARDS

At SPX , what’s in it for our employees transcends market-competitive compensation and benefits.  Our Total Rewards program also includes opportunities for employees’ personal development, career growth, and recognition. These programs focus on alignment and assessment of organizational, team, and individual efforts toward achieving business results. Our development and career growth programs empower our employees to enhance their skills, develop new competencies, and pursue career goals. SPX benefits package provides choices designed to help employees manage their well-being. Our compensation programs are performance-based to recognize and reward employees who work hard, display the values and leadership practices we embrace, and deliver exceptional results.

OUR VALUES

  • Integrity
  • Accountability
  • Excellence
  • Teamwork
  • Results

At SPX, our values are at the heart of everything we do. We use our values every day to help us make the right decisions. We embrace a common purpose and strive for improvement. We respect and value each other as individuals and recognize that only by working together, as a team, can we reach our full potential. We take responsibility for our actions, build strong relationships with each other and our customers, and always act ethically. Our values inspire us to achieve the high standards of quality, safety, and performance that our customers expect and deserve.

WORKING AT SPX

Our work environment is established on a work-life philosophy supported by policies, programs, and practices that help employees achieve success within and outside the workplace. We believe in creating an inclusive work environment where employees strive to realize their fullest potential.  We are an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation, national origin, gender identity, genetic information, age, disability, veteran status or any other legally protected basis.

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