Merger and Acquisitions Associate

4 weeks ago

Chicago, United States HighTower Full time
Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

What You'll Do
Hightower is looking to add a motivated and high-performing Associate to its Mergers & Acquisitions ("M&A") team. The role offers professional development regarding all phases of a deal process - from origination through due diligence and the deal closing - while providing the opportunity for an individual to play a meaningful role in Hightower's inorganic growth initiatives. This individual will have several strategic and quantitative responsibilities including (but not limited to) relationship management, prospect evaluation and financial analyses. Given the nature of the work, the candidate must be very well-organized, self-motivated, intellectually curious, display attention to detail and desire to work in a fast-paced environment.

Responsibilities
  • Support the M&A team's pipeline and acquisition efforts aligned with our organization's broader revenue and profitability goals
  • Identify and source new acquisition targets for Hightower through proactive, outbound business development and lead generation projects (cold-calling, email campaigns)
  • Continually develop a pipeline of potential targets through ongoing relationship management activities with financial advisors and wealth management executives
  • Evaluate and summarize M&A prospect information discovered through marketing materials, public filings, meetings and discovery calls, and other relevant sources
  • Determine M&A targets' cultural and operational fit with Hightower by collaborating with cross-functional department resources and understanding Hightower's business model
  • Assess M&A target metrics, including financial performance, and have the ability to clearly articulate summary findings to internal management
  • Assist in financial analysis and due diligence activities by constructing pro-forma financial statements, financial valuation models, and other key quantitative analyses
  • Stay informed about wealth management industry trends and competitive landscape through ongoing review of industry publications and research reports
  • Prepare materials for use in external business development initiatives, as well as internal meetings, using PowerPoint, Excel, Word, and other presentation tools
What You'll Bring
  • Bachelor's degree in business, finance or other related field from an accredited college or university
  • 1+ years of full-time work experience in business development, sales, transaction advisory, M&A, corporate development, investment banking, or other analytical or relationship management role(s)
  • Experience with financial services space or wealth management industry a plus
  • General exposure to M&A through prior working experience, internships, or classroom experience
  • Experience building a pipeline and closing on opportunities promptly
  • Competence in quantitative and analytical skills, including understanding in financial statement analysis and valuation modeling (experience with excel preferred)
  • Broad knowledge and facilitation of sales cycle / process
  • Experience with CRM tools (Salesforce CRM preferred)
  • Strong drive, proactive mindset, and solution-oriented attitude
  • Ability to prioritize tasks, communicate expectations, and adhere to deadlines while managing multiple projects simultaneously through working independently
  • Effective verbal and written communication skills with ability to communicate to various levels within an organization, external partners and potential prospects
  • Must maintain confidentiality at all times, as this position requires high level of responsibility regarding confidential information
What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • 401k Matching Plan
  • Paid Parental Leave
  • Student Loan Assistance
  • Pet Insurance
  • Flexible PTO Plan
  • Hybrid Model Work Schedule (minimum 50% in the office)
  • Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)


AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

  • Head of Mergers and Acquisitions

    3 weeks ago

    Chicago, United States The Equus Group Full time

    Job Title: Head of Mergers & Acquisitions (M&A)Position OverviewOur client is seeking a strategic and experienced Head of M&A to lead and drive the company’s mergers and acquisitions initiatives. This role will be responsible for developing and executing the M&A strategy, identifying and evaluating potential acquisition targets, managing the end-to-end...

  • Head of Mergers and Acquisitions

    3 weeks ago

    chicago, United States The Equus Group Full time

    Job Title: Head of Mergers & Acquisitions (M&A)Position OverviewOur client is seeking a strategic and experienced Head of M&A to lead and drive the company’s mergers and acquisitions initiatives. This role will be responsible for developing and executing the M&A strategy, identifying and evaluating potential acquisition targets, managing the end-to-end...

  • Head of Mergers and Acquisitions

    3 weeks ago

    chicago, United States The Equus Group Full time

    Job Title: Head of Mergers & Acquisitions (M&A)Position OverviewOur client is seeking a strategic and experienced Head of M&A to lead and drive the company’s mergers and acquisitions initiatives. This role will be responsible for developing and executing the M&A strategy, identifying and evaluating potential acquisition targets, managing the end-to-end...

  • Senior IT Architect for Mergers and Acquisitions

    4 weeks ago

    Chicago, Illinois, United States HUB International Full time

    Job Title: Senior IT Architect for Mergers and AcquisitionsAbout HUB International:HUB International is a leading insurance broker and benefits consultant that provides a wide range of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services.We are seeking a highly skilled...

  • Mergers and Acquisitions Consultant

    1 month ago

    Chicago, Illinois, United States Kaufman Hall Full time

    About Kaufman HallKaufman Hall is a leading management consulting firm that helps healthcare and higher education institutions achieve their full potential. With a strong focus on data-driven insights and sound decision making, we provide trusted guidance to our clients in ever-changing times.Our team of experts has advised on numerous large-scale healthcare...

  • Strategic Mergers and Acquisitions Professional

    2 weeks ago

    Chicago, Illinois, United States Vigilant Wealth Management Full time

    Company OverviewVigilant Wealth Management is a leading wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. We also offer 401(k) consulting and cash management services to corporations. Our capital solutions, operational support services, size, and scale empower our...

  • Assistant General Counsel, Mergers

    4 weeks ago

    Chicago, United States SGS Société Générale de Surveillance SA. Full time

    Assistant General Counsel, Mergers & Acquisitions (Hybrid)Full-timeWe are SGS – the world's leading testing, inspection and certification company. We are recognized as the global benchmark for sustainability, quality and integrity. Our 99,600 employees operate a network of 2,600 offices and laboratories, working together to enable a better, safer and more...

  • Associate Legal

    1 month ago

    Chicago, United States Enterprise Law Group LLP Full time

    EXPERIENCED TRANSACTIONAL ASSOCIATE COMPANY OVERVIEW: Enterprise Law Group, LLP (“ELG”) is a boutique business law firm located in the heart of the Chicago Loop seeking an experienced transactional associate.  We focus on all aspects of Business Law including Mergers and Acquisitions, Company Law and Securities, Secured Lending, General Counsel...

  • Employee Benefits

    1 month ago

    Chicago, United States Management Business Solutions Full time

    MID-LEVEL ASSOCIATE (ATTORNEY) - EMPLOYEE BENEFITS AND EXECUTIVE COMPENSATION Chicago, IL | Kansas City, MO | Denver, CO | Dallas, TX Our client, a top AmLaw 100 national law firm, is seeking a mid-level Associate to join their Employee Benefits and Executive Compensation Practice Group in Chicago, Kansas City, Denver, or Dallas. Candidate Profile: JD...

  • Employee Benefits

    1 month ago

    Chicago, United States Crescent City Recruitment Group Full time

    MID-LEVEL ASSOCIATE (ATTORNEY) - EMPLOYEE BENEFITS AND EXECUTIVE COMPENSATIONChicago, IL | Kansas City, MO | Denver, CO | Dallas, TX Our client, a top AmLaw 100 national law firm, is seeking a mid-level Associate to join their Employee Benefits and Executive Compensation Practice Group in Chicago, Kansas City, Denver, or Dallas. Candidate Profile: JD from a...

  • Antitrust Associate

    3 weeks ago

    Chicago, United States McGuireWoods Full time

    Job Description: The Chicago office of McGuireWoods seeks an Associate to join its Antitrust group. Businesses should be able to use all available tools and strategies to compete. At McGuireWoods LLP, we look for creative, practical ways for clients to compete effectively with maximum flexibility and acceptable risk. We serve clients as business counselors,...

  • Consulting Associate, Mergers

    6 months ago

    Chicago, United States ERM Full time

    ERM is seeking a motivated Consulting Associate to join our M&A Transaction Advisory team in Syracuse, Houston, Boston, or Chicago offices. In this role, you will manage and perform Environmental, Social, and Governance (ESG) and Environmental, Health and Safety due diligence transaction projects for multi-national corporate and financial sector...

  • Underwriting Associate

    4 weeks ago

    Chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...

  • Associate General Counsel

    2 weeks ago

    Chicago, United States Choreo Full time

    Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what...

  • Underwriting Associate

    1 month ago

    chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...

  • Underwriting Associate

    2 months ago

    Chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...

  • Underwriting Associate

    4 weeks ago

    chicago, United States Multi-Billion $ Direct Lending Firm Full time

    A highly successful middle-market direct lending firm is seeking an Underwriting Associate to join its lean Underwriting team. The role involves reviewing new investment opportunities and monitoring existing investments. This position offers excellent mentorship, a strong team culture, and valuable learning opportunities. *The ideal candidate will have 1-2...

  • Corporate M&A Associate Attorney – Premier Midsize Chicago Law Firm

    2 weeks ago

    Chicago, United States McCormack Schreiber Legal Search Full time

    Corporate M&A Associate Attorney – Premier Midsize Chicago Law FirmAbout the Position:We are working with a dynamic midsize Chicago law firm that has an immediate need for a corporate M&A attorney (2-8 years of experience) to join the firm as an associate. This firm serves clients both locally and nationally, and clients range from start-up ventures to...

  • Acquisitions Associate

    2 months ago

    Chicago, United States Taylor Ryan Executive Search Partners Full time

    About the Company:My client is a boutique, operator and owner specialized in storage solutions and RV rentals with roughly $150M AUM and presence across five states in the USA. The team offers a flat hierarchy and direct exposure to senior leadership as well as full cycle involvement in the real estate transactions.About the Role:The Acquisitions Associate...

  • Acquisitions Associate

    4 weeks ago

    chicago, United States Taylor Ryan Executive Search Partners Full time

    About the Company:My client is a boutique, operator and owner specialized in storage solutions and RV rentals with roughly $150M AUM and presence across five states in the USA. The team offers a flat hierarchy and direct exposure to senior leadership as well as full cycle involvement in the real estate transactions.About the Role:The Acquisitions Associate...