Senior Director / Vice President, Mergers & Acquisitions

Cain Watters & Associates • Frisco, TX

2d • Hybrid

About The Position

Reporting to the Senior Vice President of Business Development, the Senior Director / Vice President, Mergers & Acquisitions is responsible for developing meaningful relationships with 7 Pillars clients and cultivating ongoing working relationships with potential partner entities. This role leads the Discovery, Engagement, Marketing, and Legacy phases of the 7 Pillars standard process with clients. The Senior Director / Vice President, Mergers & Acquisitions evaluates the most relevant 7 Pillars offerings (Broker Services or Advisory Services) for each client based upon the client’s individual goals and objectives. Additionally, the Senior Director / Vice President, Mergers & Acquisitions prepares and presents clients with financial models and cash flow projections to illustrate their options. The role also leads negotiations with potential partners for each client and maintains ongoing working relationships with those potential partners.

Requirements

• Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred
• Minimum 5 years of relevant work experience within the financial or dental industry highly desired
• Proficiency in Microsoft Office software including Word, Excel, and Outlook required
• Experience working within CRM platforms
• Excellent verbal and written communication skills and strong interpersonal skills
• Ability to prioritize tasks and manage multiple tasks within compressed times and seek supervisory assistance as appropriate
• Innovative, stress-tolerant, and strong decision-making skills
• Self-motivated; a strong sense of ownership and involvement is critical
• Superior organization skills with attention to detail
• Proven proficiency in prioritizing work in a fast-paced environment

Responsibilities

• Develop and manage relationships with 7 Pillars clients and potential partner entities
• Lead the Discovery, Engagement, Marketing, and Legacy phases of 7 Pillars' standard process with clients
• Evaluate the most relevant 7 Pillars offerings for each client based upon their individual goals and objectives
• Prepare and present clients with financial models and cash flow projections to illustrate their options
• Lead negotiations with potential partners for each client
• Maintain ongoing working relationships with potential partners
• Develop and maintain an analytical overview of the buyer market including preferred acquisition profiles, operating philosophies, and standard transaction processes
• Develop and maintain a data set of transaction details from initial offer to letter of intent to quality of earnings review culminating in transaction closing to facilitate analysis of buyers, client-buyer fit, and market and industry trends
• Cultivate relationships between 7 Pillars and buying organizations
• Facilitation of client meetings with potential buyers
• Assist the 7 Pillars team in advising clients on long-term professional fit between client and potential buyer through an in-depth understanding of buyer operating philosophies, clinical philosophies, successful acquisition profiles and defined metrics of success metrics
• Develop and maintain a standard process to maintain relationships with successfully transitioned clients providing post-closing advisory services and monitoring progress towards long-term professional success of client within buyer’s organization
• Represent 7 Pillars at dental trade shows and conferences
• Assist in the preparation of educational programming and material for potential, existing and successfully transitioned clients as a part of the 7 Pillars marketing and educational programming efforts
• Develop and maintain company data sets on buyers, transactions, market, and industry trends
• Evaluate and communicate how 7 Pillars services would be appropriate for potential new clients
• Evaluate and communicate potential client-buyer fit
• Facilitation of client meetings with potential buyers
• Timely client follow-up and innovative approach to resolving administrative challenges

Benefits

• Heavily subsidized medical insurance options
• Generous employer HSA contributions
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization-paid holidays, including an extended Winter Break
• Safe Harbor 401k Plan
• Employer-paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave
• Subsidized fitness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Senior