Remote M&A Valuation Director: Due Diligence & Deals

Strategic Employment Partners (SEP); Saint Petersburg (FL); Remote; USD 175.000 - 225.000; Vollzeit

Benefits dieser Stelle

Remote work

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

M&A experience

Due diligence

Valuation

Investment banking

Corporate development

Ausbildung

Bachelor's degree in accounting or finance

Tools

AI tools

Jobbeschreibung

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.