The VP of M&A will be a member of Focus’ core M&A team. The ideal candidate will have strong problem-solving abilities, leadership qualities, transaction evaluation and execution experience and a demonstrated ability to establish deep and trusting relationships. Knowledge of the financial advice space and excellent relationships throughout the industry are added, but not necessary, benefits. Successful candidates are team players, self-starters, and intellectually curious. An ideal candidate will possess the ability to be flexible and nimble in an entrepreneurial, fast-growing, and dynamic team environment.
This role is based in New York, NY, San Francisco, CA or Austin, TX.
Primary Responsibilities
Manage and lead 3-5 transactions a year alongside a senior team memberWork closely with Focus’ finance and legal teams and partner firm / hub management teamsLead all parts of a deal process, including valuation, term sheet presentation, due diligence and contract negotiationsPrepare and present Investment Committee (IC) memorandums to the IC committeeParticipate in business development process, pitching to prospective sellers and managing relationships with investment banksPrepare and present M&A updates to various stakeholders across the firmOversee and work with team of analysts and associates throughout deal process and on teamwide initiatives
Qualifications
Minimum of 7 years work experience, with 2+ years in investment banking, private equity, strategic consulting or corporate M&AMBA degree from a leading university preferredExperience in entrepreneurial or fast-paced environments and/or financial services experience preferredExcellent interpersonal and communication skills and ability to lead meetings and processes immediatelyThe position will involve travel
About Focus Financial Partners
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com .
The annualized base pay range for this role is expected to be between $150,000 - $200,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.