Director of Corporate Development - Washington - Main Line Search

    Main Line Search
    Main Line Search Washington

    1 week ago

    Description

    A fast growing Registered Investment Advisor with approximately $3 billion in AUM, backed by a strong leadership team and a clear mandate for inorganic growth, is looking to add a Director of Corporate Development to their team as part of their next phase of expansion. This person will lead acquisition strategy and execution and is ideal M&A professional who wants ownership, visibility, and the opportunity to materially shape the growth of a scaled RIA firm.

    This company is headquartered in Tysons, VA and will require someone to have the ability to commute to the office several times per week.

    The Opportunity

    • Lead 2–3 acquisitions per year, totaling approximately $1.5 billion in acquired AUM annually
    • Serve as the point person for the entire deal lifecycle, from sourcing through integration
    • Work directly with the CEO and executive leadership team to drive long-term growth strategy
    • Build repeatable acquisition and integration processes in a highly active deal environment

    Key Responsibilities

    • Source and evaluate potential acquisition targets (RIA and wealth management firms)
    • Lead valuation, financial modeling, and investment committee materials
    • Manage due diligence processes across financial, operational, legal, and cultural dimensions
    • Negotiate transaction structures, purchase agreements, and key deal terms
    • Coordinate with internal and external stakeholders (legal, compliance, finance, advisors)
    • Oversee post-close integration planning and execution to ensure retention and value creation
    • Track and report on acquisition performance and synergy realization

    Ideal Candidate Profile

    • 7-12+ years of experience in corporate development, M&A, investment banking, private equity, or RIA acquisitions
    • Strong understanding of RIA economics, advisor succession, and valuation frameworks
    • Proven experience executing multiple transactions annually
    • Exceptional financial modeling, analytical, and negotiation skills
    • Comfortable operating in a lean, entrepreneurial environment
    • Strong communication skills with the ability to influence senior stakeholders
    • High integrity, sound judgment, and a collaborative mindset

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Director of corporate development