Director, Mergers & Acquisitions (Remote optional)

Lead the execution of tuck-in acquisitions involving advisors joining an existing Carson location. Manage transactions from initial evaluation through due diligence, closing, and onboarding. Develop financial analyses, valuations, and transaction structures that reflect the economics and strategic considerations of each opportunity. Coordinate internal partners, external advisors, participating Carson locations, and prospective advisors to keep transactions moving efficiently. Support a consistent, well-managed acquisition experience while maintaining appropriate financial, operational, and risk standards.

Transaction Execution: Own the execution of tuck-in acquisitions from opportunity handoff through closing and onboarding. Develop transaction plans, establish timelines, coordinate deliverables, and ensure responsibilities and next steps remain clear throughout the process.

Valuation and Deal Structuring: Conduct qualitative and quantitative analysis of prospective advisor practices. Develop financial models, valuations, business cases, and recommended transaction structures based on the opportunity’s financial profile, strategic fit, and transition considerations.

Due Diligence: Lead the due diligence process in partnership with internal and external subject matter experts. Coordinate the collection and review of financial, operational, legal, compliance, technology, client, and personnel information and escalate material findings or risks.

Negotiation and Approval: Support or lead negotiations regarding valuation, transaction structure, financial terms, transition expectations, and other deal considerations. Prepare proposals, letters of intent, term sheets, approval materials, and transaction summaries for prospective advisors and organizational leadership.

Closing and Onboarding Coordination: Coordinate transaction documentation, closing requirements, and readiness activities with legal counsel, internal partners, the receiving Carson location, and the prospective advisor. Develop integration and onboarding plans that support an effective transition of advisors, team members, clients, assets, and business operations.

Process Management and Reporting: Maintain accurate records of active, inactive, and completed transactions. Monitor transaction progress, identify risks or delays, provide regular updates to M&A leadership, and improve tools, templates, and processes used to execute tuck-in acquisitions.

Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

Starting annual base salary between $100,000-$120,000

Variable compensation potential (Bonus)

Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.