Mergers & Acquisitions M&A and Business Development Principal

Lead with Purpose. Partner with Wealth Partners(BWP)is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-classwealth managerswho provide financial planning andinvestmentservices to retail clients. Bluespring acquires high-quality firms and provides its partners with an unparalleled depth of operating support businessexpertiseand strategic investments in key areas of is a wholly owned subsidiary of Kestra Holdings a holding company that consists of three leading wealth management services businesses that collectively support more than $140bn in AUA and 1400 independent financial an M&A and Business Development Principal you will lead the evaluation underwriting and execution of acquisitions in the wealth management space. You will oversee complex deal processes from initial assessment through closing guide crossfunctional diligence teams and shape deal strategy and structure in collaboration with senior Youll Do:Manage financial and operational diligence process to obtain and summarize key information about prospective acquisitionsPrepare financial models outlining historical and projected financial performance including projected returns and supplemental supportCraft proposals for review by the Deal Committee and actively participate in committee discussions to offer perspective on opportunitiesCollaborate with critical stakeholders throughout the Bluespring/Kestra organization to ensure completion of agreed-upon diligence procedures leading engagement with Diligence Committee to approve opportunitiesDraft term sheets and indications of interest for new opportunitiesOversee final diligence processes working intimately with seller representatives and key management team members to perform thorough diligence while ensuring a positive impression of Bluespring as a partnerProvide a full/final assessment of the opportunity with a recommendation to the Deal Committee objectively reporting on key assumptions/concerns and summarizing all key findings to inform a final decisionParticipate in transaction document drafting negotiations and other key interactions throughout the process taking ownership for driving the process where appropriateCapture critical knowledge from the M&A process and ensure it is documented and communicated to the Onboarding and Business Consulting teams; collaborate effectively to smoothly guide opportunities to closingPeriodic involvement in strategic initiatives to provide analytical support and perspective for decision-makingManagement of Bluesprings M&A pipeline ensuring accurate and timely reporting on opportunities to all key stakeholdersResponsibility for documenting and tracking deal-related information on completed acquisitions ensuring communication with all key stakeholdersMonitor and update information on key competitors reporting insights to management on a regular basis with any associated recommendationsWhat You Bring:5-7 years investment banking consulting or related analytical and financial experienceExceptional written and verbal communication skillsStrong research modeling and technical skillsResourceful self-starter able to work autonomously and as team player in a group/cross- functional setting with outstanding work ethicWell organized with an ability to actively manage multiple work streams to completion in a fast-paced environmentProficiency in the use of Microsoft Office Products (Word Excel and PowerPoint)Must be willing and able to travel up to 50% of month