Mergers & Acquisitions - Business Development Specialist

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
• Manage Bluespring’s M&A pipeline, ensuring accurate and timely reporting on opportunities to all key stakeholders
• Responsible 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

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.

Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide), 401(k), health insurance, and a competitive benefits package, Work in a supportive, collaborative environment committed to professional excellence, Help clients navigate meaningful financial decisions with confidence, Opportunities for training, development, and long-term growth within the firm, Tuition reimbursement for qualified expenses

Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

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