
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
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501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
• Lead the development and articulation of the deal thesis for potential acquisitions by directing valuation analyses and synthesizing financial, strategic, and operational insights. • Establish target valuation ranges, recommend deal structures, and identify key negotiation levers to inform investment committee decisions and maximize value creation. • Manage day-to-day execution across the full M&A lifecycle, from initial pitch through closing. • Drive deal strategy, coordinate cross-functional due diligence, and manage both internal stakeholders and external advisors. • Lead negotiations with targets and counterparties, proactively address issues, and ensure transactions progress efficiently and align with strategic and financial goals. • Partner with legal counsel to review, negotiate, and finalize transaction documents, maintaining alignment across all parties through closing and handoff to integration. • Drive executive and governance engagement throughout the deal process, including preparation and delivery of materials for the Board and internal stakeholders. • Ensure alignment across senior leadership regarding key risks, tradeoffs, and decisions. • Communicate deal rationale, key assumptions, and value creation opportunities, adapting messaging for various stakeholder needs. • Collaborate with integration leaders to define integration priorities, synergy plans, and transition strategies to ensure seamless post-close value realization.
• Master’s or Bachelor’s degree (or equivalent experience) in business, finance, economics, or another highly quantitative field • Experience in investment banking, private banking, or corporate development • Excellent written and verbal communication skills, with confidence to interact with senior leaders and external partners • Exceptional quantitative and technical skills; experience in statistics or computer science a plus • Strong understanding of company valuation concepts, including comparable multiples, discounted cash flow (DCF), and leveraged buyouts (LBO) • Demonstrated interest in financial economics and the wealth management industry preferred • Effective project management skills with the ability to prioritize competing projects and deadlines • Demonstrated intellectual curiosity, creativity, initiative, and leadership • Proficiency in Microsoft Office Suite
• Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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