Farther · 5 hours ago

Retiring Advisor M&A Manager

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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ConsultingFinance

Growth Opportunities

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Responsibilities

Lead end-to-end M&A processes, from target identification through deal execution and integration

Build and maintain relationships with key stakeholders in the top 20 RIA aggregators

Develop comprehensive valuation models and conduct thorough due diligence on potential acquisitions

Structure and negotiate complex deal terms that align with Farther's strategic objectives

Create detailed financial models and investment memorandums for potential transactions

Design and implement post-merger integration strategies to ensure successful transitions

Collaborate with legal, compliance, and operations teams to execute deals efficiently

Qualification

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M&A transactionsFinancial modelingValuation skillsDeal structuringStakeholder managementRIA business modelsPrivate equity experienceInvestment banking experienceSuccession planningWealth management operationsPost-merger integrationSeries 7 licenseSeries 63 licenseCFA certificationCFP certification