M Financial Group is a community of leaders comprising our industry's best and brightest minds. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation, and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high-performing, collaborative, and dedicated team, M Financial Group is in search of our next Corporate Development Director to join our team.

This role will be a crucial driver of our company’s growth through M&A and partnerships. As a trusted Strategy & Corporate Development team member, you will be pivotal in identifying and executing M&A opportunities that contribute to long-term value creation.

RESPONSIBILITIES

• Work closely with the leadership team to understand the longer-term strategy and build solutions that could be accelerated through M&A and other partnerships.
• Assist with the end-to-end M&A process and partnerships, including target identification, due diligence, modeling, and integration planning.
• Develop and maintain complex financial models that support management decisions to act upon corporate initiatives and acquisition targets.
• Lead in deal-related activities - creating financial models, deal structures, acquisition memorandums, board documents.
• Develop relationships with investment banks, targets, and other industry players to build a transaction pipeline consistent with M’s strategic growth objectives and timelines.
• Prepare analyses, recommendations, and updates for the executive leadership and the board of directors.
• Synthesize complex analyses and draw implications on risks and opportunities related to transaction/s

QUALIFICATIONS

• A bachelor’s degree in business administration, Finance, Economics, or a related field is required; an MBA or advanced degree like CFA is preferred.
• Minimum of 5-7 years of experience in prior work in M&A-related fields, such as corporate development, private equity, investment banking, consulting, accounting, or other transaction advisory services provider with strong M&A experience
• Experience in the financial services and life insurance space preferable
• Experience managing the entire business due diligence process, conducting financial analyses, and leading the integration post-closing.
• Strategic thinking with a results-oriented mindset and a passion for driving business growth.
• Excellent negotiation, communication, decision-making, and presentation skills
• Ability to work independently and lead a cross-functional team in a fast-paced environment

COMPENSATION AND BENEFITS

Salary will be commensurate with relevant experience, knowledge, and skills.
You will also be eligible for an annual incentive plan bonus.

M Financial offers a comprehensive benefits package, including: 

• Medical/Vision Insurance
• Dental Insurance
• Short-Term and Long-Term Disability Insurance
• Life Insurance
• Modern Health (Mental Health Therapy and Coaching)
• Empathy (Bereavement Support)
• Employee Assistance Program
• Life Insurance
• FSA (Health and Dependent Care)
• HSA (for qualified medical plan)
• Long-Term Care Insurance
• 401(k) Match
• Tuition Assistance

JOB CONDITIONS AND ENVIRONMENT 

• Normal office environment/desk assignment
• Extensive use of PCs, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents
• Minimal travel (>10%)

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to reflect the position’s activities and requirements accurately, management reserves the right to modify, add, or remove duties as necessary.

M Financial is proud to be an equal-opportunity workplace.