Senior Director / Vice President, Mergers & Acquisitions

About the role

Reporting to the Senior Vice President of Business Development, the Senior Director / Vice President, Mergers & Acquisitions is responsible for developing meaningful relationships with 7 Pillars clients and cultivating ongoing working relationships with potential partner entities. This role leads the Discovery, Engagement, Marketing, and Legacy phases of the 7 Pillars standard process with clients, evaluates the most relevant 7 Pillars offerings for each client based on their individual goals, prepares and presents financial models and cash flow projections, leads negotiations with potential partners, and maintains ongoing working relationships with those partners.

Responsibilities

• Develop and manage relationships with 7 Pillars clients and potential partner entities.
• Lead the Discovery, Engagement, Marketing, and Legacy phases of 7 Pillars' standard process with clients.
• Evaluate the most relevant 7 Pillars offerings (Broker Services or Advisory Services) for each client based on their individual goals and objectives.
• Prepare and present clients with financial models and cash flow projections to illustrate their options.
• Lead negotiations with potential partners for each client.
• Develop and maintain an analytical overview of the buyer market, including preferred acquisition profiles, operating philosophies, and standard transaction processes.
• Cultivate and maintain a data set of transaction details from initial offer to closing to facilitate analysis of buyers, client-buyer fit, and market trends.
• Cultivate relationships between 7 Pillars and buying organizations.
• Facilitate client meetings with potential buyers.
• Assist the 7 Pillars team in advising clients on long-term professional fit between client and potential buyer.
• Develop and maintain a standard process for post-closing advisory services and monitoring client progress within the buyer’s organization.
• Represent 7 Pillars at dental trade shows and conferences.
• Assist in the preparation of educational programming and materials for clients.
• Develop and maintain company data sets on buyers, transactions, market, and industry trends.
• Evaluate and communicate how 7 Pillars services would be appropriate for potential new clients.
• Timely client follow-up and innovative approach to resolving administrative challenges.

Requirements

• Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum 5 years of relevant work experience within the financial or dental industry highly desired.
• Proficiency in Microsoft Office software including Word, Excel, and Outlook required.
• Experience working within CRM platforms.
• Excellent verbal and written communication skills and strong interpersonal skills.
• Ability to prioritize tasks and manage multiple tasks within compressed timelines.
• Innovative, stress-tolerant, and strong decision-making skills.
• Self-motivated with a strong sense of ownership and involvement.
• Superior organization skills with attention to detail.
• Proven proficiency in prioritizing work in a fast-paced environment.

Travel

Some travel (>30%) is expected for this position to facilitate buyer meetings, develop relationships with clients and buyer organizations, and represent 7 Pillars at various industry events.

Work Environment

This job operates in an office setting and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. This is a largely sedentary role, though some filing may require the ability to lift files, open filing cabinets, and bend or stand as necessary.

Schedule

This is a full-time, exempt position. Standard hours of work are Monday through Friday, 8:30 a.m. to 5 p.m., but flexibility is required to accommodate client and buyer meetings outside of standard hours. Once fully trained, this role offers a hybrid work arrangement with 3 days in-office presence required. In-office presence is also expected for training, team meetings, or as other business needs dictate.

Benefits

• Heavily subsidized medical insurance options.
• Generous employer HSA contributions.
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health.
• Dental and Vision plans.
• Unlimited PTO.
• Organization-paid holidays, including an extended Winter Break.
• Safe Harbor 401k Plan.
• Employer-paid professional dues, licenses, and renewals.
• Continuing Education resources.
• Family Planning Assistance Program and Paid Parental Leave.
• Subsidized fitness programs.