M&A and Business Development Specialist

About This Role

The M&A and Business Development Specialist will coordinate and manage the execution of acquisitions in the wealth management space. This role ensures a smooth diligence to close process for Bluespring Wealth Partners, a fast-growing acquirer of wealth management firms.

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 to offer perspective on opportunities
• 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, ensuring thorough diligence while maintaining a positive impression of Bluespring as a partner
• Provide a full/final assessment of the opportunity with a recommendation to the Deal Committee, objectively reporting on key assumptions/concerns
• 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 the Onboarding and Business Consulting teams
• Manage Bluespring’s M&A pipeline, ensuring accurate and timely reporting on opportunities to all key stakeholders
• Monitor and update information on key competitors, reporting insights to management on a regular basis with any associated recommendations

Requirements

• 2-3 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

• 2-3 years investment banking, consulting or related analytical and financial experience

Skills

* Required skills

Benefits