EP Wealth Advisors
The Director, M&A Partnerships leads mergers and acquisition transactions from inception to execution, evaluating competitive landscapes and advancing strategic initiatives. This role involves managing the full scope of the M&A process, including financial modeling, due diligence, and deal structuring, while cultivating relationships with business owners and intermediaries. The position requires strong financial acumen and excellent communication skills to present investment recommendations to executive management.
Headquarters
Torrance, California, United States
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EP Wealth Advisors.
EP Wealth Advisors didn’t post a salary, so this is our estimate from similar listings.
13% above the average for this role