Director, Mergers And Acquisitions
Overland Park, Kansas, United States
• Execute the Corporate Development and Strategy team’s inorganic growth strategy with a concentration on acquisitions and strategic initiatives • Supported the team in closing 25 wealth advisory acquisitions nationwide• Involved in the complete deal life cycle from sourcing to integration• Responsible for overseeing financial valuation process for any new acquisition and the post-closing financial monitoring of those firms• Developed and took to market a spectrum of succession offerings for advisors; responsible for building the valuation model, developing the marketing collateral, sourcing strategy, due diligence process, term sheet, and integration road map.• Maintain strong relationships with bankers and key external relationships across the country• Organized nation-wide advisory training program, MarinerWeek, for new advisors to learn about the Mariner offerings and further align with our organic growth strategy