M&A and Business Development Principal

As an M&A and Business Development Principal at Bluespring Wealth Partners, you will lead the evaluation, underwriting, and execution of acquisitions in the wealth management space. The role involves overseeing complex deal processes from initial assessment through closing, guiding cross-functional diligence teams, and shaping deal strategy in collaboration with senior leadership. You will manage financial and operational diligence, prepare financial models, and drive transaction document drafting and negotiations. The position also requires managing the M&A pipeline, tracking deal-related information, and supporting strategic initiatives to ensure successful acquisitions and smooth onboarding.