M&A Director, Valuation & Due Diligence

Strategic Employment Partners (SEP); Saint Petersburg (FL); Remote; USD 175,000 - 225,000; Full time

Benefits offered by this job

Remote work

Job summary

Strategic Employment Partners (SEP) is seeking an M&A Director, Valuation & Due Diligence for a remote US engagement in wealth management advisory. You will ensure the financial story is accurate, well-supported, and clearly understood by all at the table.

A typical week includes building profitability views, pricing and modeling deals, guiding founders, handling diligence, and coaching a junior teammate.

Qualifications

• 5+ years in M&A, due diligence, valuation, investment banking, or corporate development.
• Deal experience with RIAs or wealth managers, or extensive work with founder-owned private companies.
• Strong accounting fundamentals and the ability to explain numbers to non-finance people.
• A bachelor’s degree in accounting, finance, or a related field.

Responsibilities

• Build a clean, supportable view of a seller’s true profitability.
• Model how a buyer’s offer pays out over time.
• Explain the value drivers to founders and stakeholders.
• Respond to buyer diligence requests and negotiate adjustments.
• Coach a junior teammate while juggling several active deals.

Skills

M&A experience

Due diligence

Valuation

Investment banking

Corporate development

Education

Bachelor's degree in accounting or finance

Tools

AI tools

Job description

M&A Director, Valuation & Due Diligence | Wealth Management Advisory | Remote (US)

About the opportunity

A boutique M&A advisory firm serving independent wealth management firms is hiring a senior deal professional to run the numbers side of its engagements. When an advisory firm owner sells, this person makes sure the financial story is accurate, well supported, and understood by everyone at the table. The firm is lean, fully remote, and invests heavily in AI tools that take manual work off the team’s plate.

A typical week might include

• Building a clean, supportable view of a seller’s true profitability
• Pricing a firm and modeling how a buyer’s offer pays out over time
• Walking a founder through what drives the value of their business
• Handling buyer diligence requests and negotiating which adjustments stand
• Juggling several active deals while coaching a junior teammate

You’ll fit if you have

• 5+ years in M&A, due diligence, valuation, investment banking, or corporate development
• Deal experience with RIAs or wealth managers, or extensive work with founder-owned private companies
• Strong accounting fundamentals and a knack for explaining numbers to non-finance people
• A bachelor’s degree in accounting, finance, or a related field

Bonus points for: CPA or valuation credential, Big 4 deal advisory experience, sell-side work, and hands-on AI use

Compensation: $175,000 to $225,000 base, plus a bonus tied to firm revenue

Location: Remote, anywhere in the US. Must be authorized to work in the US.