Senior M&A Advisor

Summary

Join Boomi as a Senior M&A Advisor and drive key operational aspects of our end-to-end acquisition process. You will lead target sourcing, facilitate discussions with potential targets, manage data rooms and NDAs, build deal models, support due diligence workshops, and prepare board-level recommendations. This highly cross-functional role requires close partnership with leaders across various departments. You will distill diverse inputs into clear insights and recommendations, shaping decisions that influence Boomi’s future trajectory. The ideal candidate will have 4+ years of experience in corporate development, private equity, or strategy consulting, preferably with software or SaaS exposure. A bachelor's degree in a relevant field is required.

Requirements

• Experience: 4+ years in corporate development, private equity, strategy consulting, ideally with software, SaaS, or tech exposure
• Bachelor's degree in finance, economics, business administration, or a similar field
• Technical Skills, Communication & Strategic Thinking: Excellent ability to synthesize information from qualitative and quantitative sources, distill it into strategic insights, and present to senior leaders. Advanced financial modeling, strong analytical capabilities
• Organizational Strength: Self‑starter who can juggle multiple workstreams, maintain thorough organization, and hit tight deadlines
• Adaptability & Learning Agility: Demonstrated ability to quickly pick up new domains, processes, and integrate into diverse teams and have a flexible mindset

Responsibilities

• Co-lead Target Sourcing & Market Scanning: Conduct market mapping, identify high‑potential acquisition, investment or technical partnership targets, and support outreach efforts
• Facilitate Discussions with Potential Targets, Deal Kickoff & Handoff: Lead kickoff planning, craft meeting agendas, and guide discussions with internal stakeholders across functions
• Lead Data Room & NDA Management: Set up and manage secure data rooms, distill insights and critical questions, oversee NDA workflows
• Build and Own Deal Models: Construct robust financial and synergy models (standalone P&L, retention analysis, synergy bookings and cost profile, ROI cases), maintaining accuracy through diligence
• Support Organization of Due Diligence Workshops: Coordinate logistics for on-site diligence reviews, facilitate content, bring internal and external teams together efficiently
• Support Board-Level Recommendations: Prepare concise, compelling decks and internal memos for executive review and board presentations
• Support Integration Handoff: Ensure a smooth transition to the post-merger integration team once the deal closes
• AI-Adoption: Drive continuous optimization of all M&A related processes through the adoption of agentic tools

Preferred Qualifications

• Previous experience in, or have had product exposure to the Integration & Automation, Data Management, API Management or AI Management space
• Master's degree

Benefits

• Health insurance
• Retirement benefits
• Paid time off
• Remote work, flexible hours
• Life and disability insurance
• Bonuses and incentives
• Professional development opportunities
• Wellness programs
• Family and parental leave