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.

  

·         Manage and lead 3-5 transactions a year alongside a senior team member

·         Work closely with Focus’ finance and legal teams and partner firm / hub management teams

·         Lead all parts of a deal process, including valuation, term sheet presentation, due diligence and contract negotiations

·         Prepare and present Investment Committee (IC) memorandums to the IC committee

·         Participate in business development process, pitching to prospective sellers and managing relationships with investment banks

·         Prepare and present M&A updates to various stakeholders across the firm

·         Oversee and work with team of analysts and associates throughout deal process and on teamwide initiatives

 

·         Minimum of 7 years work experience, with 2+ years in investment banking, private equity, strategic consulting or corporate M&A

·         MBA degree from a leading university preferred

·         Experience in entrepreneurial or fast-paced environments and/or financial services experience preferred

·         Excellent interpersonal and communication skills and ability to lead meetings and processes immediately

·         The position will involve travel

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 $150,000 - $175,000.  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.