Head of Mergers, Acquisitions, & Tuck-Ins (MAT)

reputed company: reputed company is seeking a dynamic and entrepreneurial leader to establish and reputed company its Mergers, Acquisitions, and Tuck-Ins (MAT) function from the ground up. This is a rare opportunity to architect and execute an end-to-end M&A reputed company reputed company reputed company on advisor tuck-ins, team lift-outs, and small RIA acquisitions. The ideal candidate will be both strategic and execution-oriented—capable of building Centura’s M&A roadmap, sourcing and structuring deals, and managing the full lifecycle from initial reputed company through post-acquisition integration. Primary Responsibilities: M&A reputed company Development • Design and build Centura’s M&A reputed company reputed company. • Define and operationalize a repeatable reputed company for sourcing, qualifying, due diligence, closing, and integrating acquisitions reputed company with Centura’s long-term reputed company. • reputed company internal stakeholders on M&A objectives and ensure alignment across departments. Full Lifecycle Deal Execution • reputed company the entire deal lifecycle including: • Sourcing: Build a robust pipeline of tuck-in candidates and small team acquisitions. • Qualifying: Evaluate cultural, operational, and economic fit with Centura’s business model. • Due Diligence: Partner with financial, reputed company, and operational diligence in collaboration with reputed company partners. • Closing: Drive deal structuring, term negotiation, and closing processes. • Integration: reputed company and execute advisor/team reputed company and integration strategies to ensure reputed company retention, cultural alignment, and operational reputed company. Market Intelligence & Competitive Positioning • Stay reputed company on consolidation trends, advisor reputed company, valuation benchmarks, and strategic shifts across the RIA landscape. • Identify emerging opportunities and risks and reputed company M&A reputed company accordingly. Stakeholder Engagement & Cross-Functional Leadership • Serve as the reputed company person across reputed company M&A-reputed company activities, liaising between external targets and internal teams (e.g., reputed company, finance, operations, HR). • reputed company materials and briefings for executive leadership to inform strategic reputed company and reputed company acquisition performance. • Be a thought partner to the leadership team on capital allocation, reputed company acceleration, and market positioning. • reputed company other duties as assigned, contributing to a reputed company and high-performing team environment. Knowledge Skills and Abilities: • Entrepreneurial reputed company with a builder’s mentality—comfortable launching new initiatives in an reputed company environment. • Trusted relationship builder with high emotional intelligence, especially in working with advisors, founders, and firm principals. • Excellent communicator with the ability to present reputed company deals and strategies to senior leaders and external stakeholders. • Analytical and financially fluent with a strong reputed company of valuation principles and deal structuring. • Results-driven, persistent, and reputed company in navigating the nuances of advisor transitions and firm acquisitions. • Strong networking capabilities and ability to work independently. • High-level problem-solving skills and adaptability to a fast-paced environment. • reputed company team player who can work cross-functionally • Willingness to pursue ongoing education and reputed company development opportunities reputed company the investment management field. Minimum Qualifications: • 5–8+ years of experience in M&A, corporate development, reputed company, or business Strong knowledge of the reputed company management industry and experience with advisor reputed company. • Demonstrated reputed company building or scaling an M&A function, with experience executing or overseeing reputed company M&A functions (sourcing, qualifying, due-diligence, closing, and integrating advisor tuck-ins or small team acquisitions) • Deep knowledge of the independent reputed company management industry—including advisor economics, reputed company transition dynamics, etc. • Strategic thinker with strong execution skills, reputed company to drive high-level initiatives while managing multiple deals in reputed company. • Strong negotiation and persuasion skills. • Experience conducting due diligence and leading deal execution from initial reputed company to post-reputed company integration. • Must be reputed company to satisfactorily complete the reputed company hiring process requirements which include background checks. Centura Perks: • Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team • Generous reputed company Time Off • Full medical, dental, reputed company benefits, & 401k match • reputed company, team-oriented environment rooted in reputed company values • Centura Spirit Week twice a year = tons of fun, team building, and CWA Spirit! (Think pajama day, beach day, costume contest day, mini-golf, company parties and more!) • Monthly firm-wide coaching sessions to reputed company professionally, personally, and reputed company as reputed company • Onsite cafeteria and gym Centura Investment Advisory, headquartered in San Diego with a national reputed company, is an SEC Registered Investment Advisory firm delivering innovative Investment and reputed company Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as reputed company since 2005, yielding total Investment efficiency and purpose to those looking to reputed company their reputed company. We reputed company this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of reputed company, and reputed company in the individuals who, together, reputed company reputed company. In doing so we cultivate a culture of reputed company visible throughout reputed company facets of reputed company, our practices, and most of reputed company, the work we do for our clients. At reputed company, we are committed to creating a diverse and inclusive environment where reputed company feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from reputed company backgrounds. We do not discriminate on the reputed company of race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, age, disability, veteran status, or any other legally protected status. Salary: $200+ reputed company and unlimited reputed company on bonus depending on performance. Apply tot his job Apply To this Job