M&A Corporate Development Associate

Farther Finance

  • Hybrid - New York, NY
  • 30+ days ago
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    Skills

    • Acquisition Strategyunmatched
    • Asset Managementunmatched
    • Banking Servicesunmatched
    • Business Strategyunmatched
    • CPU (Central Processing Unit)unmatched
    • Communication Skillsunmatched
    • Corporate Planningunmatched
    • Due Diligenceunmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Planningunmatched
    • Health Planunmatched
    • Investment Servicesunmatched
    • Leadershipunmatched
    • Legalunmatched
    • Maintain Complianceunmatched
    • Market Entry Strategyunmatched
    • Mergers and Acquisitionsunmatched
    • Negotiation Skillsunmatched
    • Online Customer Supportunmatched
    • Rich Internet Application (RIA)unmatched
    • Sales Prospectingunmatched
    • Succession Planningunmatched
    • Team Playerunmatched
    • Wealth Managementunmatched

    Description

    u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eWith $15 billion in assets under management, we've achieved significant growth through advisor recruitment and have expanded our business strategy to include practice acquisitions. Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices.u003c/pu003enu003cpu003eThis role combines Mu0026amp;A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will be responsible for evaluating and executing Mu0026amp;A opportunities with retiring advisors and RIA firms.u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eSupport end-to-end Mu0026amp;A processes across target identification, due diligence, deal execution, and integrationu003c/liu003enu003cliu003eAssist in developing and refining Farther's acquisition go-to-market strategy by working with internal teams and external sourcing partnersu003c/liu003enu003cliu003eBuild and maintain financial models, valuation analyses, and committee memoranda to support investment decisionsu003c/liu003enu003cliu003eConduct thorough due diligence on potential acquisitions, synthesizing findings into clear, actionable recommendationsu003c/liu003enu003cliu003eHelp structure and negotiate deal terms under the guidance of senior leadership, gaining hands-on transaction experienceu003c/liu003enu003cliu003eSupport post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitionsu003c/liu003enu003cliu003eContribute to building Farther's industry presence by engaging with prospective sellers and RIA networksu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003e2+ years of relevant experience in investment banking, corporate development, or private equityu003c/liu003enu003cliu003eStrong financial modeling and valuation skillsu003c/liu003enu003cliu003eSolid understanding of finance principles and deal constructionu003c/liu003enu003cliu003eProven track record in executing Mu0026amp;A transactionsu003c/liu003enu003cliu003eExcellence in relationship building and stakeholder managementu003c/liu003enu003cliu003eDemonstrated ability to communicate persuasively and discuss economics with potential sellersu003c/liu003enu003cliu003eResilient and results-oriented approachu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003ePrevious experience at an RIA aggregatoru003c/liu003enu003cliu003eDirect experience with succession planning for financial advisorsu003c/liu003enu003cliu003eExperience with post-merger integrationu003c/liu003enu003cliu003eIndustry experience (1+ years of fintech)u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu0026nbsp;u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003cpu003eReady to disrupt wealth management? Let's talk!u003c/pu003e

    Numbers & Facts

    LocationHybrid - New York, NY

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