Main Line Search
A fast growing Registered Investment Advisor with approximately $3 billion in AUM, backed by a strong leadership team and a clear mandate for inorganic growth, is looking to add a Director of Corporate Development to their team as part of their next phase of expansion. This person will lead acquisition strategy and execution and is ideal M&A professional who wants ownership, visibility, and the opportunity to materially shape the growth of a scaled RIA firm.
This company is headquartered in Tysons, VA and has an auxiliary office in Houston, TX. While this position can be based in Houston, it will require some travel to DC and other acquisition sites in the United States.
The Opportunity
Lead 2–3 acquisitions per year, totaling approximately $1.5 billion in acquired AUM annually Serve as the point person for the entire deal lifecycle, from sourcing through integration Work directly with the CEO and executive leadership team to drive long-term growth strategy Build repeatable acquisition and integration processes in a highly active deal environment Key Responsibilities
Source and evaluate potential acquisition targets (RIA and wealth management firms) Lead valuation, financial modeling, and investment committee materials Manage due diligence processes across financial, operational, legal, and cultural dimensions Negotiate transaction structures, purchase agreements, and key deal terms Coordinate with internal and external stakeholders (legal, compliance, finance, advisors) Oversee post-close integration planning and execution to ensure retention and value creation Track and report on acquisition performance and synergy realization Ideal Candidate Profile
7-12+ years of experience in corporate development, M&A, investment banking, private equity, or RIA acquisitions Strong understanding of RIA economics, advisor succession, and valuation frameworks Proven experience executing multiple transactions annually Exceptional financial modeling, analytical, and negotiation skills Comfortable operating in a lean, entrepreneurial environment Strong communication skills with the ability to influence senior stakeholders High integrity, sound judgment, and a collaborative mindset View the full list of our open positions here: Main Line Search Job Openings
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Lead 2–3 acquisitions per year, totaling approximately $1.5 billion in acquired AUM annually Serve as the point person for the entire deal lifecycle, from sourcing through integration Work directly with the CEO and executive leadership team to drive long-term growth strategy Build repeatable acquisition and integration processes in a highly active deal environment Key Responsibilities
Source and evaluate potential acquisition targets (RIA and wealth management firms) Lead valuation, financial modeling, and investment committee materials Manage due diligence processes across financial, operational, legal, and cultural dimensions Negotiate transaction structures, purchase agreements, and key deal terms Coordinate with internal and external stakeholders (legal, compliance, finance, advisors) Oversee post-close integration planning and execution to ensure retention and value creation Track and report on acquisition performance and synergy realization Ideal Candidate Profile
7-12+ years of experience in corporate development, M&A, investment banking, private equity, or RIA acquisitions Strong understanding of RIA economics, advisor succession, and valuation frameworks Proven experience executing multiple transactions annually Exceptional financial modeling, analytical, and negotiation skills Comfortable operating in a lean, entrepreneurial environment Strong communication skills with the ability to influence senior stakeholders High integrity, sound judgment, and a collaborative mindset View the full list of our open positions here: Main Line Search Job Openings
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