Head of Corporate Development, Factset
$220-245k
Business data & analytics for finance
Be an early applicant
Business data & analytics for finance
1001+ employees
Be an early applicant
$220-245k
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- We welcome candidates with a strong M&A track background who bring a combination of strategic and financial expertise
- Essential traits include effective relationship management, open communication and sound judgement
- You will be a self-starter, not shy from taking responsibility and inspire the confidence of others
- Bachelors’ degree in finance, accounting, economics or equivalent required; advanced degree (Masters/MBA) strongly preferred
- 15 + years experience, including leadership roles in investment banking, consulting, private equity, strategy or corporate development
- Proven M&A track record with at least 10 years of prior transaction experience in a deal environment, particularly buy-side M&A (deal sheet required)
- Deep financial acumen and experience across the entire M&A lifecycle from identification, execution through integration of acquisitions
- Familiar with structuring and negotiating a range of transactions – acquisitions, divestitures, minority investments, joint ventures and partnerships
- Proven numerical and analytical skills with the ability to translate analytical findings into actionable insights, solutions or next steps
- Familiarity with FactSet and the broader technology or information services industry Ability to partner with the CEO, CFO and other senior leaders to articulate M&A priorities, formulate overall inorganic roadmap and execute strategy
- Entrepreneurial, hands on and bias to action. Player coach mentality, willing to roll up your sleeves
What the job involves
- FactSet is looking for a seasoned and highly motivated M&A professional to join as Head of Corporate Development to lead the company’s end-to-end acquisition and strategic investment activities
- You will report to the Chief Financial Officer and be responsible for leading a lean, but high-impact team driving FactSet’s corporate development agenda and executing on the company’s inorganic growth priorities
- You will partner closely with the CEO, CFO and other senior leaders to 1) drive and shape FactSet’s M&A strategy and inorganic roadmap, 2) analyze and make recommendations concerning potential transactions of interest, and 3) lead cross-functional teams to execute acquisitions, strategic minority investments and other related or non-standard transactions
- The role is highly visible across the organization, involves partnering closely with members of the executive leadership team with the right pace and rigor of an acquisitive public company, and may require regular interaction with FactSet’s board of directors
- Long-term success of this position requires an ability to work collaboratively with various internal and external constituencies to lead and manage an effective approach to opportunity identification, deal execution and ultimately integration/value capture
- Own and lead of all aspects of the M&A process from initial contact to closing, including strategic evaluation, due diligence, financial modelling, valuation, transaction structuring, deal negotiation and execution of acquisitions, divestitures, minority investments and other related transactions
- Develop, evolve and communicate effective frameworks and strategies by which to identify, evaluate, prioritize and pursue potential M&A opportunities
- Effectively manage the transition of acquisitions to internal team and govern the integration of acquired businesses to ensure post-acquisition plans are implemented and value is captured
- Cultivate cross-functional relationships across the organization, build consensus among key stakeholders and work collaboratively to influence decision-making with executive- and board-level audiences
- Continuously mature FactSet's M&A infrastructure and readiness by ensuring adaptable and repeatable processes, playbooks and tools across all phases of the M&A lifecycle
- Maintain relationships with network of advisors and industry contacts (e.g. bankers, consultants, lawyers, PE/VC firms, startups) to gain market intelligence and incorporate relevant external insights to drive internal stakeholder decisions
- Hands-on leadership, development and coaching to continuously enhance the effectiveness of the Corporate Development team and build a strong bench of talent
- Support non-deal related strategic initiatives and assist with ad-hoc analyses and special projects, as required
Our take
FactSet is an S&P 500 company creating flexible, open data solutions for investment professionals around the globe. The company was founded at the end of the 1970s, when the prominence of computers spurred the founders to find a way to deliver computer-based financial information. In doing so, FactSet revolutionized the delivery of this data to clients, which had previously been by messenger and on paper.
Investors use FactSet to access instant financial data and analytics that educate their investment decisions. In 2022, FactSet for CRM launched on the Salesforce AppExchange; reaching users looking to get a complete, reliable view of current and prospective customers. As it has grown, the company has continuously responded to changes in the market, and innovated its operations.
As part of the company’s efforts to help clients modernize and improve their market data technology, FactSet partnered with data and analytics company BMLL to offer order book history and analytics in the cloud. The company has also made steps into the cryptocurrency space by collaborating with Coin Metrics, integrating Coin Metrics’ digital assets data into its solutions, whilst embarking on a series of strategic fintech acquisitions over 2023 and 24.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (1 round)
May 2003
$0.2m
SEED
Total funding: $0.2m
Company benefits
- A competitive package offering generous paid time off for personal, vacation, parental, and medical leave.
- Comprehensive health coverage for employees and their families, at little or no cost to employees.
- Discounted services at gyms and wellness facilities.
- Free working lunch in the office Monday through Thursday.
- A social community involved in sports, charities, and in-office events.
- Certification reimbursement for eligible expenses related to the CFA, IPM, CAIA, and FRM exams.
Company values
- Future-Focused: We lead with curiosity, ask thoughtful questions, and make smart decisions to stay ahead
- Always Inclusive: We foster a diverse and inclusive community by listening to each other because we know the best ideas can come from anyone, anywhere, at any time
- Client-Centric: We serve as an extension of our clients' teams and go above and beyond to help reach their goals
- Tenacious: We strive to learn and do better every day, helping our clients, our communities, and each other grow
- Solution-Driven: We have a bias for action and measure our success based on what the impac tthat we make
Company HQ
Norwalk, CT
Articles
Leadership
Phil Snow
(CEO)Has worked at FactSet since 1996, including in various leadership roles within Global Content Sales and Americas Sales.
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