Mergers & Acquisitions - M&A and Business Development Principal

Lead wealth management acquisition efforts as an M&A and Business Development Principal, owning underwriting, diligence, and execution end-to-end.

Responsibilities

• Run financial and operational diligence to gather, organize, and summarize key acquisition information
• Build financial models covering historical and projected performance, including projected returns and supporting inputs
• Create proposals for Deal Committee review and contribute actively during committee discussions
• Coordinate diligence completion across the Bluespring/Kestra organization, including engagement with the Diligence Committee to approve opportunities
• Draft term sheets and indications of interest for new opportunities
• Oversee final diligence with seller representatives and key management to ensure thorough work while representing Bluespring as a strong partner
• Deliver a full/final opportunity assessment to the Deal Committee, including objective reporting of key assumptions and concerns plus a summary of findings to support final decisions
• Take ownership for key transaction activities including document drafting, negotiations, and other major process interactions as appropriate
• Capture lessons learned from the M&A process and ensure documentation and communication to Onboarding and Business Consulting teams to guide opportunities through closing
• Provide periodic analytical support and perspective for strategic initiatives and decision-making
• Manage the Bluespring M&A pipeline, ensuring accurate and timely reporting to stakeholders
• Document and track deal-related information for completed acquisitions and communicate updates to key stakeholders
• Monitor and update information on key competitors, reporting insights regularly with associated recommendations

Requirements

• 5-7 years investment banking, consulting, or related analytical and financial experience
• Exceptional written and verbal communication skills
• Strong research, modeling, and technical skills
• Resourceful self-starter who can work autonomously and collaborate as a team player in a cross-functional setting
• Outstanding work ethic and ability to manage multiple work streams to completion in a fast-paced environment
• Strong organization and execution discipline
• Proficiency in Microsoft Office: Word, Excel, PowerPoint
• Ability to travel up to 50% of the month

Technologies

• Microsoft Office (Word, Excel, PowerPoint)

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Supportive, collaborative environment committed to professional excellence
• Training, development, and long-term growth opportunities within the firm
• Tuition reimbursement for qualified expenses

Location

• Austin, TX (onsite)

Internal Application Policy

• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra
• Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP