Corporate Development - M&A Manager at Farther

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Fintech, Financial ServicesIndustries

Requirements

8+ years of relevant experience in business development, corporate development, M&A advisory, private equity, or investment banking
MBA from a top-tier institution
Strong understanding of finance principles and deal construction
Proven track record in executing M&A transactions
Excellence in relationship building and stakeholder management
Strong financial modeling and valuation skills
Demonstrated ability to communicate persuasively and discuss economics with potential sellers
Resilient and results-oriented approach
Series 63 license preferred

Responsibilities

Lead end-to-end M&A processes, from target identification through deal execution and integration
Work with internal and external sourcing resources to build the industry's best acquisition go-to-market strategy, leveraging the Farther platform
Develop compelling business cases for sellers while generating strong economics for the company
Create comprehensive valuation models and committee memorandum and conduct thorough due diligence on potential acquisitions
Structure and negotiate complex deal terms that align with Farther's strategic objectives
Design and implement post-merger integration strategies to ensure successful transitions
Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently
Build an industry network and cement Farther as the acquirer of choice

Skills

M&A

Valuation Modeling

Due Diligence

Deal Structuring

Negotiation

Financial Modeling

Business Case Development

Acquisition Strategy

Integration Planning

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters

2019Year Founded

$114.8MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.

High valuation post-Series B raises pressure to meet investor expectations.

Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.

The firm offers a proprietary platform with smart features for personalized financial advice.

Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.

The $72 million Series C funding supports expansion of Farther's advisor network.

Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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