Meagan S

About Meagan S

M&A professional with 14+ years of experience working within Big Four transaction environments. My experience includes participating in buy-side and sell-side engagements executed through both joint deal advisory and M&A tax teams. I support coordination across stakeholders and helping drive execution activities throughout the transaction lifecycle.Specializing in transaction execution, engagement governance, and cross-functional coordination across complex M&A environments. Throughout my career at KPMG, I have participated in integrated transaction engagements involving tax, advisory, legal, and risk professionals, contributing to execution of complex client transactions across multiple industries. A significant portion of the engagements I support involve integrated deal teams consisting of both M&A tax and advisory professionals working together on transaction execution. My work focuses on coordinating engagement activities, tracking transaction milestones, and ensuring alignment across cross-funtional deal teams through the deal lifecycle. This includes supporting engagement governance, maintaining transaction documentation, and facilitating operational coordination across complex engagements.I\'m currently pursuing my Project Management Professional (PMP), Financial Modeling & Valuation Analyst (FMVA), IRS Enrolled Agent (EA) and Prosci Change Management certifications to further strengthen my expertise in transaction execution, integration governance, and financial analysis within M&A environments.Areas of interest:M&A Integration| Transaction Advisory | Deal Execution | Strategy Execution | Transformation Programs

Experience

1. Senior Associate - m & a Tax

   KPMG US

   Oct 2022 — Present · Houston, TX, US

   Participate in execution of buy-side and sell-side M&A engagements with joint deal teams consisting of both M&A tax and advisory professionals.• Participate in joint M&A tax and deal advisory engagement teams supporting buy-side and sell-side transactions, coordinating activities across cross-functional stakeholders to help advance transaction execution throughout the deal lifecycle.• Coordinate engagement activities supporting transaction lifecycle execution, including engagement setup, documentation governance, financial tracking, and reporting across deal teams.• Track key transaction milestones and deliverables while helping ensure alignment across cross-functional teams involved in complex M&A engagements.• Support engagement governance processes by maintaining transaction documentation, monitoring engagement progress, and facilitating communication across deal stakeholders.• Assist with preparation of client-ready deliverables and engagement materials supporting buy-side and sell-side transactions engagements.• Identify opportunities to improve engagement workflows and operational efficiency within complex M&A transaction environment.