M&A Associate

The M&A Associate position with New Edge Capital Group is a role that will have direct exposure to the company’s senior management. The M&A Associate will join the acquisition team and spend the majority of the time on corporate development initiatives with some additional work on FP&A projects as needed.

Location:

hybrid role, 3+ days per week in Stamford, CT office.

• Support, track, and help manage the growing M&A pipeline across the firm
• Support the coordination and execution of due diligence of potential targets including working closely with senior team members, other internal points of contact and external representatives, such as target company management, advisors, legal counsel, etc. to ensure relevant deal information flow amongst the cross‑functional M&A team
• Quantify and track historical transaction KPIs such as synergies and any contractual purchase price adjustments including working capital and contingent payments
• Build detailed M&A analyses to support the evaluation of opportunities, including standalone target valuation, synergy value, deal structuring alternatives, IRR, and proforma impacts to Edge Co
• Own and maintain the financial model and associated analysis for assigned transactions from initial screen through close
• Assist in the development of presentations and investment materials for the Executive Committee, Board of Directors, and Lending Group
• Support the senior management team and department heads with as required data‑driven analysis
• Support the deal team in executing all aspects of the M&A process
• Other ad hoc projects as needed

• 4+ years of relevant work experience in investment banking, private equity, consulting, FP&A, and/or corporate finance
• Undergraduate degree in Business or Finance
• Confident self‑starter, with the competence and experience to work directly with executives and senior management
• Finance background with experience analyzing financial statements
• Advanced skills in Excel including creation of complex financial models used to evaluate acquisitions (valuation, present value, corporate impact)
• Strong analytical skills, strategic thinking and decision‑making ability
• Highly organized with strong attention to detail; ability to work in a conscientious, consistent, and thorough manner
• Ability to effectively operate with high energy and flexibility in a fast‑paced, constantly evolving team environment
• High level of interpersonal skills & ability to collaborate across departments
• Commitment to data integrity and continuous improvement of data quality and QC processes
• Advanced skills in Power Point
• Strong verbal and written communication skills with clear delivery in presentations
• Familiarity with wealth management or RIA M&A and its key value drivers a plus
• Experience with live transactions from LOI through close

Edge Co Holdings is part of a group of affiliated companies including AmericanTCS and New Edge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients for over four decades.

New Edge Capital Group provides best‑in‑class technology‑enabled solutions and support services to financial advisors and their clients. Comprised of New Edge Wealth, New Edge Advisors, and New Edge Securities, they have over $75 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

Compensation will be comprised of a base salary and an opportunity to qualify for bonuses or commissions.
Edge Co Holdings
's benefit package includes health, dental, vision, short‑term disability, long‑term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

Applications will be accepted on an ongoing basis.

EOE Statement Edge Co Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

This position is currently accepting applications.