Jobs · Business Development · Texas

M&A and Business Development Specialist

Bluespring Wealth Partners · Austin, TX · 5 mo ago
Business Development$140/hrFull-time

What You'll Do

  • Manage financial and operational diligence process to obtain and summarize key information about prospective acquisitions
  • Create financial models outlining historical and projected financial performance, including projected returns and supplemental support
  • Craft proposals for review by the Deal Committee and actively participate in committee discussions to offer perspective on opportunities
  • Collaborate with critical stakeholders throughout the Bluespring/Kestra organization to ensure completion of agreed-upon diligence procedures, leading engagement with Diligence Committee to approve opportunities
  • Draft term sheets and indications of interest for new opportunities
  • Oversee 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 partner
  • Provide 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 decision
  • Participate in transaction document drafting, negotiations and other key interactions throughout the process, taking ownership for driving the process where appropriate
  • Capture 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 closing
  • Periodic involvement in strategic initiatives to provide analytical support and perspective for decision-making
  • Management of Bluespring’s M&A pipeline, ensuring accurate and timely reporting on opportunities to all key stakeholders
  • Responsibility for documenting and tracking deal-related information on completed acquisitions, ensuring communication with all key stakeholders
  • Monitor and update information on key competitors, reporting insights to management on a regular basis with any associated recommendations

What You Bring

  • 2-3 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, able to work autonomously and as team player in a group/cross-functional setting with outstanding work ethic
  • Well organized, with an ability to actively manage multiple work streams to completion in a fast-paced environment
  • Proficiency in the use of Microsoft Office Products (Word, Excel, and PowerPoint)
  • Willingness and ability to travel up to 50% of month

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