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M&A Associate at Farther - ApplyBlast

M&A Associate

Farther

2 months ago

4.6 on Glassdoor

New York, New York, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The role leads end‑to‑end mergers and acquisitions processes for Farther, a rapidly growing RIA, focusing on evaluating, executing, and integrating acquisition opportunities with retiring advisors and RIA firms. It involves building business cases, conducting due diligence, negotiating deal terms, and collaborating with cross‑functional teams to ensure successful transitions.

Responsibilities

Lead end‑to‑end M&A processes from target identification through integration
Develop business cases and valuation models for acquisition opportunities
Collaborate with cross‑functional teams to execute and integrate deals

Skills

Qualifications

MBACFACFP

About Farther

farther.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2019

View Profile

Farther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.