Role Description We are seeking a Director of Mergers & Acquisitions to lead the sourcing, evaluation, and execution of strategic transactions that will shape the next phase of our company’s growth. Reporting directly to the CFO/COO, this individual will serve as a key strategic partner to executive leadership and private equity sponsors, owning the M&A process end-to-end — from pipeline development through deal close and integration. This is a high-impact, high-visibility role for a seasoned professional who has transitioned beyond advising on transactions and is ready to take full ownership of deals on the principal side. Key Responsibilities - Deal Sourcing & Strategy - Own and drive the company’s M&A pipeline strategy aligned to overall growth objectives. - Independently source, evaluate, and qualify acquisition opportunities. - Build and maintain strong relationships with investment banks, brokers, private equity firms, and target company leadership. - Partner directly with private equity sponsors to evaluate opportunities and refine acquisition strategy. - Proactively identify strategic opportunities based on market trends, competitive landscape, and company priorities. - Transaction Execution - Lead end-to-end transaction execution, from initial evaluation through closing. - Own financial modeling, valuation, and deal structuring. - Manage all aspects of due diligence across financial, commercial, operational, legal, tax, and HR workstreams. - Prepare and present investment memos, board materials, and recommendations to executive leadership and the Board of Directors. - Lead negotiations on key commercial terms and partner closely with legal counsel on LOIs, purchase agreements, and related documentation. - Drive deal timelines, stakeholder alignment, and decision-making across internal and external parties. - Integration & Post-Close - Own integration strategy and partner with functional leaders to ensure successful execution. - Define synergy targets and track performance against deal thesis. - Provide ongoing reporting and insights to executive leadership and Board stakeholders. - Identify opportunities to improve integration processes and maximize long-term value creation. - Cross-Functional Leadership & Influence - Serve as a strategic partner to the CFO, COO, and broader executive team on M&A initiatives. - Act as the primary point of contact for external deal partners, advisors, and stakeholders. - Influence company growth strategy through M&A insights and market intelligence. - Build and refine scalable processes, frameworks, and tools for evaluating and executing transactions. - Mentor and guide junior team members or cross-functional partners involved in deal execution. Qualifications - 8–12+ years of relevant transaction experience in investment banking (M&A or sell-side advisory), private equity, venture capital, or corporate development. - Bachelor’s degree in Finance, Economics, Accounting, Business, or related field. - SaaS or technology industry experience. - Proven track record of leading transactions end-to-end, from sourcing through close. - Advanced financial modeling, valuation, and deal structuring expertise. - Strong executive presence with the ability to present complex analyses to senior leadership and Boards. - Exceptional project management skills, with the ability to lead multiple complex workstreams simultaneously. Preferred - MBA or advanced degree in a relevant discipline. - Experience leading post-merger integration efforts. - Prior experience working directly with private equity sponsors. - Experience building or scaling an M&A or corporate development function. Benefits - As a remote-enabled company, our employees enjoy the flexibility to establish their own life/work balance. - 10 paid holidays annually. - Unlimited PTO. - Matching 401K Plan (25% of employee's contribution up to the IRS max). - Health insurance (PPO and HDHP/HSA plans offered). - Dental insurance. - Vision insurance. - Life insurance (1x employee salary). - Short-term disability (employer paid). - Long-term disability (employer paid). - Flexible Spending Plan (medical and dependent).

• Define and own the vision, business plan, and growth strategy for Willdan’s Building Optimization Solutions offering. • Translate the Assess–Improve–Sustain model into clear, standardized services and packages deployable across regions and markets. • Establish performance targets (revenue, margin, savings delivered, client outcomes) and report progress regularly to Regional Vice President for Rocky Mountain Region goals and Willdan leadership for additional national goals and KPIs. • Identify and prioritize target markets (K‑12, municipal, higher education, healthcare, commercial/industrial, water/wastewater) and align offerings with their internal goals. • Collaborate with other business development managers & divisions regularly to ensure cross-collaboration is happening to sell greater Willdan services, including comprehensive design-build and ESPC opportunities. • Develop and maintain the Building Optimization Solutions portfolio, including VPW (Ventilation, Power, Water) optimization, HVAC system optimization, and integration of renewable energy and advanced energy storage solutions. • Ensure offerings deliver on the core value promise: healthier environments, lower cost, and more reliable operations by optimizing existing systems first, and recommending equipment upgrades when they make financial and operational sense. • Incorporate relevant standards and guidance (e.g., ASHRAE 62.1, 241, wildfire smoke/IAQ guidance) into practical methods, tools, and playbooks for project teams. • Define criteria for when to prioritize optimization versus planning HVAC equipment replacements and upgrades. • Partner with national business development and account teams to position Building Optimization Solutions & turnkey (design-build or ESPC) with existing and new clients. • Lead key client conversations to understand internal goals (e.g., sustainability, resilience, cost control) and frame tailored optimization roadmaps. • Develop proposal content, pricing approaches, and sales tools that clearly articulate the Assess–Improve–Sustain journey and associated value. • Represent Building Optimization Solutions at client meetings, conferences, webinars, and industry events. • Provide leadership and oversight to cross‑functional teams delivering Assess, Improve, and Sustain scopes. • Develop project in accordance with WPE process and guidelines. All proposals and deliverables must be reviewed and approved by the VP of Business Development & Engineering before issuance to customers. • Establish delivery standards, templates, and QA/QC processes for assessments, optimization projects, and ongoing support to ensure consistency and quality. • Guide project teams on integrating HVAC equipment replacements and upgrades into optimization plans where warranted. • Support practical performance tracking and reporting that demonstrate improvements in health, cost, and reliability. • Coordinate with internal teams to integrate Building Optimization Solutions into their qualified opportunities. • Collaborate with technology and equipment partners (e.g., HVAC and controls providers) when their solutions support system‑level optimization outcomes. • Help design commercial structures that enable low‑ and no‑upfront‑capital pathways for clients where appropriate. • Serve as an manager‑level point of contact and trusted advisor for strategic Building Optimization clients. • Lead periodic review conversations to revisit performance, refresh opportunities, and reinforce Willdan’s role as a continuous improvement partner beyond the initial project. • Capture lessons learned and client feedback to refine offerings and enhance long‑term relationships.

• Provide enterprise leadership, strategy, and accountability for customer master data across the organization. • Own the definition, governance, quality, prioritization, and execution of customer master data. • Establish clear ownership for customer master entities, attributes, hierarchies, and identifiers across systems. • Design and lead the Customer Master Data governance framework. • Provide oversight and direction to customer account maintenance, stewardship, and data operations teams. • Partner with IT and Enterprise Data teams on the design and evolution of MDM platforms.

Role Description The Senior Director of Project Management is accountable for the performance, consistency, and evolution of the Project Management function at TriVoca. This role leads a team of Associate Directors (ADPMs) and indirectly oversees all Project Managers, ensuring high-quality execution, strong client outcomes, and operational excellence at scale. This leader is responsible for setting and enforcing standards across project delivery, driving continuous process improvement, and building a high-performing, accountable team. They serve as a critical thought partner to senior leadership, bringing forward insights from frontline teams to inform strategy, improve systems, and proactively address risks. The Senior Director must be equally effective in managing up, down, and across the organization—holding teams accountable, influencing cross-functional partners, and challenging the status quo to drive meaningful improvement. Qualifications - Bachelor’s degree or equivalent experience required - 8+ years of experience in qualitative market research or a related field - Proven experience leading managers (e.g., Associate Directors or equivalent) and indirectly managing larger teams - Demonstrated success improving team performance, operational processes, and delivery consistency - Experience managing high-volume, fast-paced project environments with competing priorities - Strong ability to influence senior stakeholders and cross-functional partners - Exceptional communication, organizational, and problem-solving skills Requirements - Own the performance of all Associate Directors (ADPMs), including coaching, development, and performance management - Establish clear expectations and accountability measures across ADPMs and Project Managers - Monitor team performance trends, including quality, communication, delivery consistency, and client feedback; take decisive action to address gaps - Partner with HR and senior leadership to address performance issues, including low performance, in a timely and effective manner - Build a culture of ownership, accountability, and continuous improvement across the Project Management organization - Own the development, implementation, and enforcement of SOPs and best practices across Project Management - Drive consistency in project execution, communication standards, and escalation management - Identify systemic issues impacting delivery; lead root-cause analysis and implement sustainable solutions - Ensure workflows, tools, and systems (including project management and recruiting platforms) support efficient, scalable delivery - Continuously evaluate and improve processes to enhance both client and team experience - Develop ADPMs into strong, consistent leaders who effectively manage team performance and client delivery - Standardize how ADPMs coach, escalate, and manage projects across the organization - Ensure ADPMs are proactively identifying risks, managing capacity, and addressing issues before they impact clients - Reinforce expectations that team improvement and process improvement are core responsibilities of leadership roles - Serve as a thought partner to the SVP of Qualitative Operations, providing clear, actionable insights on team performance, risks, and opportunities - Translate frontline team feedback into recommendations for process, staffing, and system improvements - Proactively surface risks related to capacity, delivery, and client experience, along with proposed solutions - Align Project Management performance with broader organizational goals and client expectations - Partner closely with Recruiting Leadership to jointly own delivery outcomes, ensuring strong alignment between project management and recruiting from feasibility through fieldwork execution - Establish and reinforce consistent communication channels and expectations between Project Management and Recruiting teams - Develop and maintain a continuous feedback loop between functions to strengthen collaboration, improve efficiency, and address breakdowns quickly - Collaborate to strategize, troubleshoot, and resolve project-related challenges, particularly for complex or at-risk studies - Partner on planning and execution strategies for difficult or low-incidence recruits, ensuring realistic approaches and aligned expectations - Drive accountability and clarity across teams, particularly in high-pressure or complex scenarios, balancing client needs with operational realities - Lead the team through operational and system changes, ensuring strong adoption, accountability, and minimal disruption - Challenge existing processes and drive meaningful improvements, even when change requires difficult conversations - Identify opportunities to enhance efficiency, scalability, and overall team effectiveness Benefits - PTO - Health benefits (medical, dental, vision) - 401k with employer match