Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary

You will play a pivotal role in driving the growth of our organization through strategic mergers and acquisitions, otherwise known as our Partner Development efforts. The business continues to reach new heights and must continue growing and professionalizing its Partner Development Finance function to maximize performance. We are seeking a strategic business partner who can help us execute both value-accretive, small tuck-in opportunities as well as larger / transformative acquisitions. This is an exciting opportunity for the right individual who is a seasoned finance and/or M&A professional looking to make an impact on a rapidly growing organization and help advance it to the next level.

The ideal candidate will both lead and support critical aspects of the Partner Development process including target valuations, synergies underwriting, financial due diligence, and internal performance reporting. This role reports to the Director of Finance, M&A Partner Development and requires close partnership with the Company’s CFO and M&A Principals. This role requires strong analytical and critical thinking skills, attention to detail, and the ability to foster collaboration throughout various parts of the organization. A background in corporate finance or accounting is essential, with experience in mergers and acquisitions highly preferred.

Essential Job Functions for this role include

Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to build valuation models and inform recommendations to company leadership and the Board on optimal deal structures for acquisition targets
Participate in management meetings and financial due diligence calls with prospective sellers and investment bankers to better understand the various risks and opportunities that accompany specific deals
Work together with our third-party advisors and consultants in completing quality of earnings reports to evaluate reported and adjusted seller financials, and identify potential revenue or cost synergies that impact deal economics
Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
Help direct certain post-merger integration processes to track acquisition performance as well as the realization of identified revenue and cost synergies
Maintain internal reporting packages utilized by company leadership and the Board of Directors to evaluate past performance and inform future strategic decisions