M&A and Business Development Principal

About This Role

Lead the evaluation, underwriting, and execution of acquisitions in the wealth management space for a fast-growing acquirer of wealth management firms. Oversee complex deal processes from initial assessment through closing and shape deal strategy.

Responsibilities

• Manage financial and operational diligence process to obtain and summarize key information about prospective acquisitions
• Prepare financial models outlining historical and projected financial performance, including projected returns and supplemental support
• Craft proposals for review by the Deal Committee and actively participate in committee discussions
• Collaborate with critical stakeholders throughout the Bluespring/Kestra organization to ensure completion of agreed-upon diligence procedures
• Draft term sheets and indications of interest for new opportunities
• Oversee final diligence processes, working intimately with seller representatives and key management team members
• Provide a full/final assessment of the opportunity with a recommendation to the Deal Committee
• Participate in transaction document drafting, negotiations and other key interactions throughout the process
• Capture critical knowledge from the M&A process and ensure it is documented and communicated to other teams
• Periodic involvement in strategic initiatives to provide analytical support and perspective for decision-making
• Management of Bluespring’s M&A pipeline, ensuring accurate and timely reporting on opportunities
• Document and track deal-related information on completed acquisitions
• Monitor and update information on key competitors, reporting insights to management

Requirements

• 5-7 years investment banking, consulting or related analytical and financial experience
• Exceptional written and verbal communication skills
• Strong research, modeling, and technical skills
• Proficiency in the use of Microsoft Office Products (Word, Excel, and PowerPoint)

Qualifications

• 5-7 years investment banking, consulting or related analytical and financial experience

Skills

* Required skills

Benefits