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Director, M&A Partnerships

1 hour, 31 minutes ago
Anywhere
Full-time
Mid Level
Business Development
Sales and Business Development
Apply Now
EP Wealth

EP Wealth

EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.

Capital Markets
251-1K
Founded 2004
View All Jobs 5

Description

  • Evaluate the competitive landscape and support development of M&A strategic initiatives.
  • Lead the full mergers and acquisitions process from initiation through completion.
  • Manage end-to-end sales and relationship development for M&A opportunities.
  • Build trusted relationships with business owners, executives, intermediaries, and strategic partners.
  • Drive deal origination, client engagement, and transaction momentum.
  • Prepare financial analyses and perform due diligence on acquisition targets.
  • Assist in negotiating deal terms and structuring agreements.
  • Prepare investment presentations for Executive Management with conclusions and recommendations.

Requirements

  • Bachelor’s or Master’s degree in Finance, Accounting, or a related field.
  • 3-5 years of M&A experience, preferably in Corporate Development, Investment Banking, and/or Private Equity.
  • Proficiency with Microsoft Excel and Microsoft PowerPoint.
  • Strong financial acumen and understanding of valuation techniques, financial modeling, return analysis, and deal structuring.
  • Excellent interpersonal and oral communication skills with prospects, internal stakeholders, and third parties.
  • Demonstrated track record of strong financial modeling and deal valuation skills.
  • Strong organizational skills.

Benefits

  • 11 paid holidays plus 2 floating holidays.
  • Paid parental leave.
  • Paid volunteer time.
  • Flexible work schedule.
  • Highly subsidized health, dental, and vision plans.
  • 401(k) retirement account with company match contributions.
  • Free mental health services, life insurance, and long- and short-term disability insurance.
  • Flexible spending accounts and health savings accounts.
  • Employee financial education and educational expense reimbursement.

Interested in this position?

Apply directly on the company website

Apply Now

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