M&A Corporate Development Associate, Farther

• 2+ years of relevant experience in investment banking, corporate development, or private equity
• Strong financial modeling and valuation skills
• Solid understanding of finance principles and deal construction
• Proven track record in executing M&A transactions
• Excellence in relationship building and stakeholder management
• Demonstrated ability to communicate persuasively and discuss economics with potential sellers
• Resilient and results-oriented approach

Desirable

• With $15 billion in assets under management, we’ve achieved significant growth through advisor recruitment and have expanded our business strategy to include practice acquisitions
• Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices
• This role combines M&A expertise and execution excellence to drive Farther’s acquisition strategy within the RIA space
• You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms
• Support end-to-end M&A processes across target identification, due diligence, deal execution, and integration
• Assist in developing and refining Farther’s acquisition go-to-market strategy by working with internal teams and external sourcing partners
• Build and maintain financial models, valuation analyses, and committee memoranda to support investment decisions
• Conduct thorough due diligence on potential acquisitions, synthesizing findings into clear, actionable recommendations
• Help structure and negotiate deal terms under the guidance of senior leadership, gaining hands-on transaction experience
• Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions
• Contribute to building Farther’s industry presence by engaging with prospective sellers and RIA networks