Director, M&A Partnerships

Location

Illinois + 3 moreAll locations: Illinois | New York | Massachusetts | Utah

Posted

47 days ago

Salary

0

Seniority

Lead

Bachelor Degree3 yrs expEnglish

Job Description

Director, M&A Partnerships

EP Wealth Advisors

• Evaluate the competitive landscape and assist in the development and advancement of the M&A strategic initiatives of EPWA. • Lead and manage the full scope of the mergers and acquisition process from initiation to completion. • Lead the end-to-end sales and relationship management process for M&A opportunities, cultivating trusted relationships with business owners, executives, intermediaries, and strategic partners while driving deal origination, client engagement, and transaction momentum. • Prepare multiple financial analyses and due diligence on potential acquisition targets. • Assist in negotiating deal terms and structure agreements. • Prepare investment presentations summarizing conclusions and recommendations to Executive Management

Job Requirements

  • Bachelor's or Master's in Finance, Accounting or related field
  • 3-5 years of experience in Mergers and Acquisitions, preferably in Corporate Development, Investment Banking and/or Private Equity field
  • Proficient at Microsoft Excel and Microsoft PowerPoint
  • Strong financial acumen with a solid understanding of valuation techniques, financial modeling, return analysis, and deal structuring.
  • Excellent interpersonal and oral communications with prospects, internal stakeholders, and third parties

Benefits

  • 11 Paid Holidays + 2 Floating Holidays
  • Unlimited PTO
  • Paid Parental Leave
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

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