About this Director, Corporate Development M&A role at Lindblad Expeditions
Role Summary
The Director, Corporate Development & M&A will partner with the SVP of Corporate Development & Strategy to identify, evaluate, negotiate, and execute acquisitions and strategic initiatives that strengthen Lindblad Expeditions' portfolio of experiential travel businesses. This role leads the end-to-end M&A process, develops acquisition strategy and pipeline, manages relationships with target companies and advisors, and serves as a key advisor to executive leadership on strategic investment opportunities.
ESSENTIAL DUTIES
M&A Strategy & Transaction Leadership
- Lead acquisitions from sourcing through closing, including valuation, financial analysis, due diligence, transaction structuring, negotiation support, and integration planning.
- Direct cross-functional diligence teams while managing external advisors including investment bankers, legal counsel, tax, and accounting firms.
- Develop sophisticated financial models and investment analyses to support strategic decision making.
- Ensure transactions remain on schedule, within budget, and aligned with strategic objectives.
Pipeline Development & Relationship Management
- Own the acquisition pipeline by identifying strategic opportunities across expedition travel and adjacent markets.
- Develop and maintain relationships with target company executives, owners, investors, bankers, and industry partners to generate proprietary deal flow.
- Continuously evaluate market trends, competitive dynamics, and strategic adjacencies.
Executive & Board Communications
- Lead development of investment memos, Board presentations, Executive Leadership Team materials, and strategic recommendations.
- Present investment opportunities, financial analyses, risks, and recommendations to executive leadership.
Strategic Partnership & Integration
- Partner with Finance, Legal, Operations, Marine, Hotel, Sales, Marketing, and other business leaders throughout the transaction lifecycle.
- Lead post-acquisition integration planning, synergy realization, and value capture initiatives.
GENERAL QUALIFICATIONS
Education & Experience
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. MBA strongly preferred.
- 8–12+ years of progressive experience in Corporate Development, Investment Banking, Private Equity, Strategy Consulting, or a related M&A environment.
- Demonstrated experience leading acquisitions from sourcing through closing, including valuation, due diligence, transaction structuring, and integration planning.
- Advanced expertise in financial modeling, valuation methodologies, investment analysis, and capital allocation.
- Proven experience managing cross-functional transaction teams and coordinating external advisors including investment bankers, legal counsel, tax, and accounting firms.
- Strong strategic thinking with the ability to identify acquisition opportunities aligned to long-term business objectives.
- Experience developing investment recommendations and presenting to executive leadership, investment committees, or Boards of Directors.
- Excellent negotiation, influencing, and stakeholder management skills.
- Proven ability to manage multiple complex transactions simultaneously.
- Advanced proficiency in Microsoft Excel and PowerPoint.
Preferred Experience
- Experience leading Corporate Development within the travel, cruise, hospitality, leisure, or consumer services industries.
- Experience developing acquisition strategy and generating proprietary deal flow.
- Experience leading post-merger integration and synergy realization initiatives.
- Existing network of investment bankers, private equity firms, founders, and strategic advisors.
- Experience evaluating adjacent markets, vertical integration opportunities, and strategic partnerships.
- MBA, CFA, CPA, or equivalent advanced financial credential.