Now Hiring - Associate VP M&A in Orange, CA

Join our dynamic team at Plethora Businesses as our Vice President in charge of M&A transactions. We are seeking an exceptional candidate with outstanding project management experience and an unwavering commitment to excellence. As a key member of our firm, you will play a crucial role in our merger and acquisition advisory activities, gaining high-level exposure to clients and representing our firm throughout the entire deal cycle. This is an opportunity to cultivate a well-rounded skillset as an M&A expert and make a significant impact in the field.

Responsibilities include:

• Analyze company financials and determine enterprise value
• Prepare Confidential Information Memorandum
• Lead the engagement from marketing through closing
• Create compelling pitch materials
• Develop teasers, Client Information Memorandum (CIM), and pitch decks
• Identify a universe of buyers and orchestrate the auction process
• Analyze offers to select the most suitable offer for our client
• Prepare management presentations
• Coordinate introductions between sellers and buyers and actively participate in negotiations
• Lead the due diligence process, coordinating meetings with attorneys, CPAs, diligence teams, and principals
• Manage a proprietary database of researched companies

At Plethora Businesses, we value talent and aim to build a unique firm by fostering deep relationships with our clients. The right candidate is committed, tenacious, smart, principled and dedicated to achieving the right results for our clients in the right way and possesses the following attributes:

• Positive attitude
• Committed work ethic
• Intellectual curiosity and passion for live deal experience
• Collaborative working style
• Excellent verbal and written communication skills
• Comfortable engaging in conversations with prospects and professional advisors
• Strong attention to detail
• Quantitative and analytical abilities
• Creative and strategic thinking skills
• Resilience under pressure
• Resourcefulness and results-oriented mindset
• Self-starter with intrinsic motivation for success
• 1 to 2 years of experience in investment banking or principal investment firm in M&A transactions
• Be either FINRA Licensed Series 79 or 7, and 63 and/or California Real Estate License
• Bachelor's degree in finance, accounting, or related field
• CPA, JD or MBA a plus

As our Vice President in charge of M&A transactions, you will have the opportunity to develop and enhance various skills, including:

• Analytical Thinking: Utilize techniques and tools to perform effective analysis and determine the root cause of organizational problems, generating alternative solutions that best serve the business.
• Business Acumen: Understand and apply business concepts, tools, and processes to make informed decisions aligned with the company's objectives.
• Customer Experience Management: Implement strategies and techniques to ensure a positive experience for customers at every interaction with the organization and its products/services.
• Customer Relationship Management (CRM): Design, implement, and execute CRM business processes and associated applications.
• Effective Communications: Master effective communication concepts, tools, and techniques to accurately transmit and interpret ideas, information, and needs in various contexts.
• Leadership: Utilize strategies and skills to inspire and engage others in setting and achieving objectives.
• Marketing Strategy and Positioning: Develop and implement marketing strategies, objectives, and tactics, including establishing a comprehensive communications plan.
• Market Research: Collect, analyze, and interpret information on existing or potential markets to meet market needs effectively.
• Selling: Apply knowledge of banking products and services to meet customer needs and help them achieve their financial goals. Identify prospecting approaches and create opportunities to sell financial solutions and ideas.
• Teamwork: Understand the value of collaboration and work effectively as part of a team to achieve collective goals.

If you are ready to take on a challenging and rewarding position where you can make a difference, Plethora Businesses is the place

Job Type: Full-time

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Health insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Orange, CA 92868: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• How many M&A transactions have you been involved in?
• Which FINRA licenses do you possess, if any?

Education:

• Bachelor's (Preferred)

License/Certification:

• FINRA or Real Estate License (Required)

Work Location: In person