M&A Corporate Development Associate

The Role

With $15 billion in assets under management, we’ve achieved significant growth through advisor recruitment and have expanded our business strategy to include practice acquisitions. Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices.

You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.

Responsibilities

• Support end-to-end M&A processes across target identification, due diligence, deal execution, and integration
• Aid in developing and refining Farther’s acquisition go-to-market strategy by working with internal teams and external sourcing partners
• Build and maintain financial models, valuation analyses, and committee memoranda to support investment decisions
• Conduct thorough due diligence on potential acquisitions, synthesizing findings into clear, actionable recommendations
• Structure and negotiate deal terms under the guidance of senior leadership, gaining hands-on transaction experience
• Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions
• Contribute to building Farther’s industry presence by engaging with prospective sellers and RIA networks

Requirements

• 2+ years of relevant experience in investment banking, corporate development, or private equity
• Solid understanding of finance principles and deal construction
• Proven track record in executing M&A transactions
• Excellent relationship building and stakeholder management skills
• Demonstrated ability to communicate persuasively and discuss economics with potential sellers
• Resilient and results-oriented approach

Qualifications

• Strong financial modeling and valuation skills
• Excellence in relationship building and stakeholder management
• Bonus points for previous experience at an RIA aggregator, direct experience with succession planning for financial advisors, and experience with post-merger integration
• Industry experience (1+ years of fintech) is a plus

Skills

• Financial modeling and valuation
• Due diligence and analysis
• Deal structuring and negotiation
• Post-merger integration

Benefits

• Competitive compensation package
• Full health benefits
• 401(k) matching & Roth IRA options
• Unlimited PTO

Pay

Competitive compensation package that rewards impact

Schedule

Full-time