Seasoned merger/acquisition professional who generates deal-flow and manages transactions and client relationships. May train and mentor other merger/acquisition professionals in issues pertaining to deal negotiations, marketing, communication skills and fir m culture. Primary responsibility is to initiate opportunities within a region for sell and buy side services for companies with EBITDA between > $3MM EBITDA and valuations generally between $25-100MM. Assists SMD in developing, monitoring, and improving the regions partnering, cross sell, and referrals with regional BBG/RCBO partners. Direct responsibility of BBG/RCBO referral process with Business Succession Planning within region. Coordinates with Regional Business Succession Planning on referral opportunities and assists in pre-sale planning for business owners. Generate success fees for sales of businesses. Generate referrals for other WM products and services such as insurance, credit, deposits, and investment management and trust. Accoun for implementation plan of product and services required to execute owners action plan for sale.
7+ years of business sales mergers and acquisitions experience
Must have their 63 and 79 license.
Must have strong written, verbal and communication skills
Must have strong presentation skills and present to senior management as well as ultra high net worth clients
•Registration for FINRA Series 63 and 79 must be completed within 180 days of hire date. FINRA recognized equivalents will be accepted.
•Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. We will initiate the FINRA review process at the time of offer acceptance.
Interested candidates should send resume and deal sheet to firstname.lastname@example.org