Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy side advisory firm based in Kansas City, serving private equity sponsors and family-owned businesses. The firm partners with industry advisors and has a bench of senior operators, reflecting a diverse team committed to equal opportunity.
Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
Explain and ensure customers understand product options for routine inquiries and make recommendations.
Work with relationship managers and fulfillment analysts to initiate product requests.
Transamerica is a financial services company that provides insurance, retirement, and investment solutions to help people create financial freedom. With nearly 7,000 employees and as part of Aegon, they foster a collaborative, diverse, and inclusive culture focused on work-life balance and personal growth.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Lead the company's inorganic growth strategy, shaping and executing M&A, investments, and partnerships to accelerate growth and enhance shareholder value.
Serve as a trusted advisor to executive leadership and the Board, providing strategic insights on market trends and competitive dynamics.
Drive disciplined execution from opportunity assessment through integration, ensuring alignment with business strategy and long-term value creation.
Hyland is the pioneer of the Content Innovation Cloud™, delivering ubiquitous enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. With nearly 4,000 employees, Hyland fosters an employee-centric culture that values diversity, inclusion, and community engagement.
Review fund deals and provide structured feedback on memos to strengthen investment conviction and support deal-level fundraising assets.
Support deal sharing programs and maintain a scouting network to route opportunities to the right funds by thesis, stage, and geography.
Assist with deal intake, pipeline tracking, and due diligence workflows across sourcing, filtering, execution, and portfolio follow-up.
Decile Group is transforming venture capital by launching 10,000 next-generation venture capital firms by 2030 through an integrated platform spanning education, software, and fund operations. It operates as a small, focused team with a remote-first culture, committed to making venture capital more accessible and inclusive.
Lead corporate actuarial functions for workers' compensation and other P&C lines of business.
Manage a growing team of actuaries in reserving, reinsurance, pricing, ratemaking, analytics, and systems integration.
Enhance enterprise risk management, apply predictive models, and present to senior leadership.
Pie empowers small businesses by making commercial insurance affordable and easy. They are a diverse team of builders and entrepreneurs driven by core values and principles.
Contribute investment banking expertise to improve AI capabilities in corporate finance and capital markets.
Apply real-world transaction experience to train, evaluate, and refine AI models using structured financial insights.
Work remotely with a team combining finance and technology expertise to influence the future of finance technology.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The company uses technology to review applications and share shortlists directly with employers, who manage final decisions.
Execute all aspects of the M&A process, including sourcing opportunities, evaluating targets, and conducting due diligence.
Build and maintain financial models, including valuation and synergy analysis, to support deal evaluation.
Manage stakeholder relationships with investment bankers, advisors, and internal teams to drive transactions.
A-LIGN is a leading provider of high-quality, efficient cybersecurity compliance programs, offering services like SOC 2, HITRUST, FedRAMP, and PCI. They are a fast-paced company with a focus on growth and employ experienced auditors supported by audit management technology.
Own end-to-end credit strategy, risk modeling, and portfolio performance for embedded lending products, ensuring seamless translation of data into underwriting decisions.
Drive data integrity, source new signals, and build monitoring frameworks to optimize approval rates and loss performance across all credit products.
Lead a team of seven risk specialists, fostering analytical rigor and accountability while collaborating cross-functionally with Product, Engineering, and Capital Markets.
Pipe builds embedded capital for small businesses through credit products inside software platforms like vertical SaaS and marketplaces. It is a remote-first team with 250% ARR growth year over year, partnerships with major brands like Uber Eats, and a culture of high trust and no ego.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.