The Associate will be a member of Focus’ core M&A team, with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close, working closely with senior team members to drive deals to completion. This includes conducting financial analysis, structuring and modeling deal terms, due diligence, supporting in all the steps necessary to sign and close a deal, and coordinating with various stakeholders across the firm. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time.

·         Participate in every step of the M&A deal process from proposal to close

·         Help maintain teamwide and firmwide M&A pipelines for various stakeholders across the firm

·         Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers

·         Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)

·         Structuring and modeling deal terms

·         Preparing and presenting Investment Committee (IC) memorandums to the IC committee

·         Preparing and presenting term sheets to prospects

·         Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams

 

·         Bachelor’s degree from a top university or college

·         2-4 years full-time work experience in investment banking, private equity, strategic consulting, wealth management or corporate M&A

·         Excellent interpersonal and communication skills

·         Strong organizational and prioritization skills

·         Excellent attention to detail

·         Intellectual curiosity and confidence to take initiative

·         Competency in financial statement analysis and strong analytical skills

·         Sales or business development experience a plus

·         Experience in financial services or wealth management is a plus

As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

 

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

 

Focus’s robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.

 

The annualized base pay range for this role is expected to be between $85,000 - $110,000.  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.