Supports end-to-end M&A processes for RIA acquisitions, including target identification, due diligence, financial modeling, deal execution, and post-merger integration. Requires 2+ years in investment banking, corporate development, or private equity.
Salary not listed
Hybrid2+ YOEBusiness Development
About the role
Your Impact
Support end-to-end M&A processes across target identification, due diligence, deal execution, and integration
Assist in developing and refining Farther’s acquisition go-to-market strategy by working with internal teams and external sourcing partners
Build and maintain financial models, valuation analyses, and committee memoranda to support investment decisions
Conduct thorough due diligence on potential acquisitions, synthesizing findings into clear, actionable recommendations
Help structure and negotiate deal terms under the guidance of senior leadership, gaining hands-on transaction experience
Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions
Contribute to building Farther’s industry presence by engaging with prospective sellers and RIA networks
The Ideal Match
2+ years of relevant experience in investment banking, corporate development, or private equity
Strong financial modeling and valuation skills
Solid understanding of finance principles and deal construction
Proven track record in executing M&A transactions
Excellence in relationship building and stakeholder management
Demonstrated ability to communicate persuasively and discuss economics with potential sellers
Resilient and results-oriented approach
Bonus Points
Previous experience at an RIA aggregator
Direct experience with succession planning for financial advisors
Experience with post-merger integration
Industry experience (1+ years of fintech)
Why Join Us
Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Skills
Financial ModelingValuationM&ADue DiligenceDeal StructuringStakeholder ManagementInvestment BankingPrivate EquityCorporate Development
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