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David Careers

M&A Director, Valuation & Due Diligence

Posted yesterday

strategic employment partners sepHouston (TX)
Financial ManagersOther Management Consulting Services

SENIORITY

Lead

SALARY

$175,000 to $225,000

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About the role

M&A Director, Valuation & Due Diligence | Wealth Management Advisory | Remote (US)
About the opportunity: A boutique M&A advisory firm serving independent wealth management firms is hiring a senior deal professional to run the numbers side of its engagements. When an advisory firm owner sells, this person makes sure the financial story is accurate, well supported, and understood by everyone at the table. The firm is lean, fully remote, and invests heavily in AI tools that take manual work off the team’s plate. A typical week might includeBuilding a clean, supportable view of a seller’s true profitabilityPricing a firm and modeling how a buyer’s offer pays out over timeWalking a founder through what drives the value of their businessHandling buyer diligence requests and negotiating which adjustments standJuggling several active deals while coaching a junior teammateYou’ll fit if you have 5+ years in M&A, due diligence, valuation, investment banking, or corporate developmentDeal experience with RIAs or wealth managers, or extensive work with founder-owned private companiesStrong accounting fundamentals and a knack for explaining numbers to non-finance people A bachelor’s degree in accounting, finance, or a related fieldBonus points for: CPA or valuation credential, Big 4 deal advisory experience, sell-side work, and hands-on AI useCompensation: $175,000 to $225,000 base, plus a bonus tied to firm revenueLocation: Remote, anywhere in the US. Must be authorized to work in the US.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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