As 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 cross-functional diligence teams, and shape deal strategy and structure in collaboration with senior leadership.
What You'll Do: - Manage financial and operational diligence process to obtain and summarize key information about prospective acquisitions
- Prepare 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: - 5-7 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)
- Must be willing and able 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
