M&a And Business Development Sales Jobs

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Mergers & Acquisitions - M&A and Business Development Principal

Kestra Financial Austin, TX

Austin, TX

Today

Full time Acquisitions Business Development M&a And Business Development

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Job Description

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

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