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M&A Corporate Development Associate

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.

New York, NYBusiness DevelopmentHybrid2+ YOE

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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