Director, M&A Partnerships
Location
Illinois + 3 moreAll locations: Illinois | New York | Massachusetts | Utah
Posted
47 days ago
Salary
0
Seniority
Lead
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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