Project/Deal Coordinator

Overview of Day-to-Day Responsibilities

The Project/Deal Coordinator (“DC”) is a key part of the deal/project team.  The team is led by a Senior Vice President/Deal Leader and works closely with each client to achieve an in-depth knowledge and understanding of the client’s industry and business. The DC works closely with each client and is responsible for coordinating the various deal team members to ensure that each project is on-target to meet deadlines associated with each stage of the project. The DC works closely with the Deal Leader throughout the process and must have a positive attitude and the desire and will to succeed.

The DC facilitates correspondence with and provides regular updates to clients in the Preparation/Pre-Marketing phase of each sale.  In this role, he/she coordinates with the Financial Analysts, Researchers and Calling Team/Prospect Generation Group (BCMS teammates that make hundreds of phone calls to initiate contact with potential purchasers) to schedule deadlines for various stages of the project and provide updates to the deal team and client. Additionally, the DC will help review all documentation (e.g., Proposal Letter / Teaser, Company Information Memorandum, Buyer List, etc.).

As the project moves into the Marketing phase, the DC follows-up on preliminary discussions with potential acquirers, who had initial conversations with the Prospect Generation Group. At this point, the goal is for you to provide information on your client’s business, answer high-level questions and arrange a conference call / meeting with the Deal Leader & client.  At the same time, the DC must provide updates to the client and prepare weekly project status reports. To succeed, DCs must have good phone skills and the ability to think quickly on his/her feet.  

Once a project moves into the Offer Submission phase, the DC helps with due diligence by reviewing and organizing the numerous documents associated with closing a transaction. On occasion, this will involve speaking to professional advisors, such as corporate and tax attorneys and accountants. In the absence of a successful sale, the DC works with the Deal Leader to prepare a comprehensive Project Review, which includes deal statistics, strategic suggestions for client’s business and potential next steps.

Requirements

1. Strong client service skills
2. Some sales experience preferred, but not required
3. Exceptional attention to detail
4. Great organizational and time management skills
5. Teamwork
6. Determined with a creative approach to problem solving
7. Ability to take initiative
8. Basic knowledge of accounting and financial statement analysis
9. Proficiency with Word, Excel and PowerPoint
10. Professionalism
11. Willingness to travel occasionally to meet clients

Key Objectives & Responsibilities

Client Management

• Establishing and maintaining strong client relationships through regular contact utilizing a variety of communication media.
• Ensure that project status and updates are routinely and effectively communicated to clients in a timely manner with verbal and written updates
• Accurately record all discussions with clients, potential purchasers and the internal team on the company database

Acquirer Communications

• Communicate effectively with potential buyers on high-level about the client’s business’ operational and financial details
• Persuading, influencing and encouraging potential buyers’ interest

Project Management

• Take full responsibility for ensuring all aspects of a project adhere to a timeline
• Empower and enable the BCMS project team, supporting internal needs and requirements
• Facilitate meetings with clients and BCMS team members
• Monitor the progress of each project and make recommendations or provide assistance to ensure that each project is on target for a successful completion
• Work towards clearly defined key performance indicators.

Documentation & Communications

• Review and edit as appropriate all marketing and external communications

Team Structure

The DC supports a Deal Leader(s), and, together, they work on a number of client projects. In order to achieve the best outcome for the client, the DC coordinates the work of deal team members, including Researchers, Analysts, and the Prospect Generation Team. 

About BCMS Corporate

BCMS Corporate (www.bcmscorp.com) is a leading, lower and middle-market, strategic advisor with over 20 years of experience worldwide.  Founded in the United Kingdom, it is the recipient of the prestigious Coutts Bank Award (part of the Royal Bank of Scotland) for the best-run Family Company in the Southern England and Wales region in the United Kingdom.

BCMS advises clients on sell-side transactions, acquisitions, and private placements of debt and equity.  The firm’s unique understanding of private company owners’ objectives and issues facing private companies during the transaction process has enabled BCMS to successfully execute over 400 transactions across a diverse group of sectors.  BCMS currently employs over 200 professionals, with offices in North America (New York,  Fort Worth, Los Angeles and Calgary), Europe, and Asia.