Job Description

Reporting to the Senior Vice President of Business Development, the Senior Director / Vice President, Mergers & Acquisitionsis 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.

Essential Functions

1. Develop and manage relationships with 7 Pillars clients and potential partner entities

2. Lead the Discovery, Engagement, Marketing, and Legacy phases of 7 Pillars' standard process with clients

3. Evaluate the most relevant 7 Pillars offerings for each client based upon their individual goals and objectives

4. Prepare and present clients with financial models and cash flow projections to illustrate their options

5. Lead negotiations with potential partners for each client

6. Maintain ongoing working relationships with potential partners

Responsibilities & Duties

1. Develop and maintain an analytical overview of the buyer market including preferred acquisition profiles, operating philosophies, and standard transaction processes

2. 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

3. Cultivate relationships between 7 Pillars and buying organizations

4. Facilitation of client meetings with potential buyers

5. 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

6. 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

7. Represent 7 Pillars at dental trade shows and conferences

8. 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

9. Develop and maintain company data sets on buyers, transactions, market, and industry trends

10. Evaluate and communicate how 7 Pillars services would be appropriate for potential new clients

11. Evaluate and communicate potential client-buyer fit

12. Facilitation of client meetings with potential buyers

13. Timely client follow-up and innovative approach to resolving administrative challenges

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Requirements

Education & Experience

• 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

Travel

Some travel (>30%) is expected for this position to facilitate buyer meetings, develop relationships with clients and buyer organizations, and represent 7 Pillars at various industry events.

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type & Expected Hours of Work

This is a full-time, exempt position. Standard hours of work are Monday through Friday 8:30 a.m. to 5 p.m., but this position is expected to require significant hours outside of standard hours of work to facilitate client and buyer meetings. Flexibility in hours is allowed based on management's approval. Once fully trained, this role offers a hybrid work arrangement; 3 days' in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate.

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

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

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023, 2026)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com Your concerns will be handled with the utmost confidentiality and care.