Director, M&A Partnerships

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

The Director, M&A Partnerships, will be leading M&A transactions from inception to execution and working with various departments across the organization and coordinating with multiple functional groups. Our ideal candidate will have a demonstrated track record of delivering excellent financial modeling, deal valuation, organizational, and communication skills. You will join a team of dynamic, collaborative, and growth-oriented professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Duties and Responsibilities

• Evaluate the competitive landscape and assist in the development and advancement of the M&A strategic initiatives of EPWA.
• Lead and manage the full scope of the mergers and acquisition process from initiation to completion.
• Lead the end-to-end sales and relationship management process for M&A opportunities, cultivating trusted relationships with business owners, executives, intermediaries, and strategic partners while driving deal origination, client engagement, and transaction momentum.
• Prepare multiple financial analyses and due diligence on potential acquisition targets.
• Assist in negotiating deal terms and structure agreements.
• Prepare investment presentations summarizing conclusions and recommendations to Executive Management