Director of M & A

ABOUT US 

A Specialty Path to Good Health 

Upperline Health is the nation’s largest provider group dedicated to lower extremity, wound and vascular care. Founded in 2017 with the ambitious goal of transforming specialty care, Upperline Health is a pioneer in bringing value-based care models into specialty care. Upperline delivers a more efficient path for patients to receive consistent and effective treatment for chronic illnesses.  

 

Triage is temporary.  

Treatment is transformative. 

 

  Upperline Health providers coordinate patients’ care among a team of specialists – physicians, advanced practice providers, care navigators, pharmacists, dieticians, and social workers for integrated treatment that addresses patients’ immediate and long-term health needs.  

We put patients at the center of value-based care.

Upperline Health is seeking a Director of Mergers & Acquisitions (M&A) to lead and drive the financial and strategic evaluation of acquisition opportunities and manage a very large pipeline of deals. This person will be a critical leadership position of a fast-paced team and will report directly to the Chief Development Officer (CDO).

Upperline offers a unique opportunity for individuals interested in being part of an innovative, high-growth culture at an organization leading the country in value-based specialty care. This role is ideal for candidates with deep expertise in financial modeling, transaction structuring, and valuation methodologies, who thrive in dynamic environments and possess a strategic, analytical mindset. As Upperline continues to expand rapidly, this position will have a significant organizational impact, with broad exposure to the executive leadership team and a range of future growth trajectories within the company.

*This is a remote-based position with travel expectations ranging from 20-40%.

 

What You'll Do:

Financial Analysis, Strategy & Pipeline Management

• Oversee the development of nuanced financial models to evaluate potential acquisition targets.
• Independently shape narratives that yield compelling insights, offering recommendations crucial for executive decision-making. 
• Develop strategic insights for the purpose of optimizing financial outcomes for the company.
• Management of a senior financial analyst teammate.
• Close collaboration with and support of the front-end (driving new deal flow) portion of the team.  Ability to flex into a front-end role as needed.

Functional Chief of Staff to CDO

• Ensure tight organization and management of a very large pipeline of deals, hold people accountable.
• Break down complex problems into discrete tasks to scope projects into a defined set of tasks, responsibilities, and timelines and lead execution.
• Plan the work and work the plan – Assign workstreams to team members and self that reflect skills and development needs while meeting company needs and timelines.

Required Skills and Competencies:

• Experience in corporate M&A, investment banking or private equity.
• Exceptional strategic thinking and proven ability to be creative, resourceful, and relentless in solving complex problems
• Demonstrated ability to manage multiple priorities, balancing speed and thoroughness.
• Highly adaptable and can pivot on the fly as priorities shift and multi-task to accomplish a large volume of work.
• A sense of urgency that prioritizes prompt action and responsiveness in achieving goals or addressing issues.
• Self-motivated and proactive, demonstrating exceptional follow-through and the ability to work independently with minimal supervision.
• Highly driven, with a results-oriented mindset.
• Demonstrated success prioritizing, organizing and meeting time-sensitive deadlines.
• High attention to detail.
• Excellent communication skills – both verbal and written.
• Strong bias towards action and takes responsibility for achieving outcomes.
• High standard for work product and ability to drive the department towards excellence.
• Expert level Excel skills for financial modeling and proficiency in PowerPoint.

Benefits
Comprehensive benefit options include medical, dental and vision, 401K (matching), PTO and parental leave.

Compensation
Compensation will be commensurate to compensation for similar positions in the region and based on prior training and experience

Job Type: Full-time