Strategic M&A & Growth Principal

Kestra Holdings; Austin (TX); Hybrid; USD 180,000 - 300,000; Full time

Job summary

Bluespring Wealth Partners, a Kestra Holdings subsidiary, seeks an M&A and Business Development Principal to lead acquisitions in the wealth management space. You will oversee diligence, modeling, and deal structuring from initial assessment to closing, coordinating cross-functional teams and senior leadership.

You will craft proposals, draft term sheets, manage pipeline, and report opportunities to stakeholders. Travel up to 50% is required in this fast-paced, relationship-driven environment.

Qualifications

• 5-7 years investment banking, consulting or related analytical and financial experience.
• Exceptional written and verbal communication skills.
• Strong research, modeling, and technical skills.
• Resourceful self-starter, able to work autonomously and as a team player.

Responsibilities

• Manage diligence process to obtain and summarize information about prospective acquisitions.
• Prepare financial models outlining historical and projected performance and returns.
• Draft term sheets and indications of interest for new opportunities.
• Coordinate with stakeholders across Bluespring and Kestra to complete diligence and guide opportunities to closing.
• Lead transaction document drafting, negotiations, and key interactions throughout the process.

Skills

Investment banking

Consulting

Financial analysis

Strong communicator

Modeling skills

MS Office

Travel up to 50%

Job description

Bluespring Wealth Partners, a Kestra Holdings subsidiary, seeks an M&A and Business Development Principal to lead acquisitions in the wealth management space. You will oversee diligence, modeling, and deal structuring from initial assessment to closing, coordinating cross-functional teams and senior leadership.

You will craft proposals, draft term sheets, manage pipeline, and report opportunities to stakeholders. Travel up to 50% is required in this fast-paced, relationship-driven environment.