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Senior Vice President of Mergers and Acquisitions

2 months ago

Plano, Texas, United States MarshBerry Full time
Location: Remote/Hybrid

Company Overview:
MarshBerry is a leading consulting firm in the financial services sector, dedicated to providing exceptional advisory services to independent insurance agents, brokers, and carriers. We pride ourselves on fostering a collaborative culture that prioritizes employee growth and development.

Position Summary:
We are currently seeking a Senior Vice President of Mergers and Acquisitions to join our Financial Advisory Team. This role is pivotal in steering transaction teams, conducting in-depth analyses, and propelling growth initiatives while ensuring the effective delivery of MarshBerry's services.

Key Responsibilities:
  • Act as the primary client liaison for merger and acquisition engagements, crafting strategies and overseeing the implementation of client deliverables.
  • Manage both sell-side and buy-side advisory projects, encompassing financial analysis, due diligence, deal structuring, and negotiations to ensure successful transaction closures.
  • Identify growth opportunities and develop strategies to enhance client satisfaction, market share, and profitability.
  • Engage in new business development activities and foster relationships to explore additional service offerings.
  • Collaborate with other business unit leaders to respond to inquiries, develop marketing strategies, and enhance branding efforts.
  • Maintain and nurture existing client relationships to ensure high retention rates and provide exceptional service.
  • Conduct quality reviews of project components, ensuring timelines are met and issues are resolved effectively.
  • Lead and mentor team members, providing guidance, feedback, and performance evaluations.
  • Stay informed on industry trends and best practices to continuously improve service delivery and quality standards.

Qualifications:
  • Bachelor's degree in Finance, Accounting, or Business Management; a Master's degree or Juris Doctor is preferred.
  • 6-10+ years of relevant experience in investment banking, transaction advisory, or financial consulting.
  • Proven track record of leading teams to exceed business objectives.
  • Strong analytical and problem-solving skills, with the ability to communicate effectively.
  • Willingness to travel as required.

Company Culture:
At MarshBerry, we adhere to principles that promote collaboration, appreciation, and commitment. We are dedicated to creating an inclusive environment that values diversity and fosters growth for all employees.

Our Mission:
We aim to empower our clients to learn, improve, and realize their full potential through innovative consulting solutions tailored to their needs. Our reputation as industry experts is built on the trust and feedback of our clients and team members.