Mergers & Acquisitions Analyst - Carson Group Holdings, LLC

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Mergers & Acquisitions Analyst will work closely with the M&A team to provide a detailed and in-depth analysis of potential partnership and acquisition targets and assist in making recommendations to senior leadership.

This person will be a key contributor for achieving the growth initiatives of Carson Group and affiliated partners and coaching members. This includes cultivating and maintaining external relationships with relevant external partners, involvement with the sourcing, negotiating and structuring, and executing transactions (e.g. acquisition, joint venture, minority investment, affiliations and divestitures) and conducting intial analysis of partnership opportunities.

What To Expect

• Analyze potential M&A transactions, including acquisitions, investments, joint ventures, and other inorganic opportunities
• Support leadership in reviewing strategic fit and rationale for opportunities
• Conduct financial modelling and analysis of target company/investment for deal valuation and structure
• Play a key role in business and financial due diligence
• Support the formation of M&A content valuations from start to finish, deal structure, succession, and transitions
• Prepare summary presentations of acquisitions for proposals/term sheets to the M&A candidate
• Develop and maintain internal tools and processes for tracking all active, inactive, and closed deal activities
• Minor travel required (3-4x per year)

What You Need

• 1-3+ years of relevant M&A or related experience
• Experience in financial modeling valuation
• Experience in or familiarity with the wealth management or financial services industry
• Experience working in business development, custodian, or consulting firm
• Strong communication and training skills, with proficiency in verbal, written, and presentation formats
• Quantitative and analytical mindset with effective problem-solving skills
• Ability to be flexible in ambiguous situations and align the interests of multiple stakeholders
• Positive and team-oriented attitude

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.