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Bogart Wealth · 1 day ago

Director of Corporate Development (M&A)

McLean, VA

Full-time

Onsite

Mid, Senior Level

5+ years exp

Bogart Wealth is a company specializing in wealth management services and solutions. They are seeking an experienced Director of Corporate Development (M&A) to support the firm’s inorganic growth strategy by sourcing, evaluating, and executing acquisition opportunities across the RIA landscape.

AdviceFinancial ServicesRetirementTax Preparation

Responsibilities

Collaborate with executive leadership to define and refine the firm’s M&A goals in alignment with long-term growth objectives

Develop a view of the target market, including segment priorities, geographic opportunities, and acquisition themes

Monitor industry trends and competitor activity to proactively inform target selection and deal timing

Prepare supporting materials and updates on sourcing activity, deal stages, and conversion rates for investor reporting, team presentations, and partner discussions related to M&A strategy and pipeline status

Build and refine a pipeline of potential acquisition targets that align with the firm’s strategy, culture, and service model

Establish and cultivate relationships with RIA founders/leaders, investment bankers, consultants, and other market influencers

Execute structured outreach campaigns tailored to priority firms and evaluate inbound interest from potential sources

Own the M&A pipeline from early-stage interest through close, ensuring consistent movement of qualified opportunities across each stage of the funnel

Coordinate and manage the transaction process from first meeting through to the close, including internal timelines and external communications

Support the development of financial models to assess transaction viability, deal structure options, and pro forma impact

Lead diligence workflows in collaboration with functional teams, ensuring timely review of legal, financial, operational, and cultural information

Assist in drafting and reviewing LOIs/IOIs, term sheets, and transaction documents in partnership with legal and executive leadership

Ensure all deal-related materials are tracked, stored, and compliant with regulatory and internal standards

Partner with Finance, investors, and capital providers to align deal terms with available funding, coordinate transaction timing, and ensure the financial structure supports long-term integration and value creation

Work closely with all departments to ensure alignment on pre-close planning

Capture key expectations from seller conversations and translate them into actionable internal planning inputs

Help assess cultural compatibility and provide feedback to leadership to support long-term retention and success post-close

Contribute to the refinement of the firm’s M&A playbook, helping to codify lessons learned and improve future integration

Qualification

M&A experienceFinancial modelingValuation skillsCross-functional project managementCRM proficiencyNegotiation skillsHigh EQCommunication skillsRelationship-buildingStrategic thinkingPresentation skills