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Deal Origination Associate, Aspen Standard Wealth

New York, New York or Chicago, Illinois

Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software, ERP Software Partners and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.

The Evergreen holding company team is comprised of 35+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. 

Overview

Aspen Standard Wealth is a permanent holding company for wealth managers.

Aspen empowers RIA leaders and their businesses to achieve enduring value and fulfillment through lasting, permanent partnerships. Unlike traditional models, we hold our businesses indefinitely, ensuring long-term stability and support—along with uniquely aligned incentives—that are designed to facilitate unparalleled growth through a decentralized operating model. Aspen’s team of seasoned business operators, investors, and RIA experts is committed to unlocking growth and potential by prioritizing people, fostering culture, and preserving the unique legacy of each leader we work with and their businesses.

Aspen Standard Wealth is backed by Evergreen Group and Alpine Investors. Learn more about Aspen Standard Wealth: https://aspenstandardwealth.com. 

Here at Aspen Standard Wealth, we are looking for a Deal Origination Associate to join our team and play a key role in driving our acquisition pipeline. This is an exciting opportunity to partner with a strong team to build the best M&A engine in the wealth management industry. 

The day-to-day responsibilities will include:

  • Identifying and reaching out to business owners via phone, email and in-person
  • Managing our database and owning relationships with business owners
  • Crafting a compelling message and story to business owners as to why they should sell to Aspen
  • Qualifying and analyzing deals based on Aspen investment criteria
  • Working with key stakeholders and senior management to win the deal and carry it through the diligence process, ultimately owning the process from first conversation to signed deal independently
  • Working closely with our RIA/wealth management group leaders and CEO
  • Attending industry events and representing Aspen externally
  • Working with investing and senior management team to evaluate and execute deals

This is an impactful opportunity to spend a significant amount of time building relationships and speaking with business owners. You will own and drive these relationships forward through email, phone calls, conferences, and be responsible for bringing new acquisition opportunities to the table. You will interface with CEOs, Aspen Senior Management, and Bankers/Brokers on a daily basis. You will also be responsible for basic financial analysis, deal qualifying and ultimately signing up new acquisitions. This role will come with a lot of autonomy and responsibility early on.

Aspen’s success is predicated on the ability to generate interesting investment opportunities and help add to our family of companies every year. Therefore, our ideal candidate is excited about this role long-term and is eager to contribute to the next phase of Aspen’s legacy. 

Qualifications

  • 2-4 years of experience in a role with some form of business development preferred
  • Undergraduate degree with a track record of strong academic and extracurricular performance
  • Strong interest in Private Equity and business development

Personal Attributes

  • Enthusiastic, personable, positive attitude, high integrity and humility
  • Persistent, proactive, self-motivated
  • Strong work ethic and demonstrated history of outworking peers
  • Excellent communication skills
  • Comfort with autonomy and driving your own work forward
  • Excited about a small, tight-knit team
  • Interested in a long-term career at a company that is building to something to last for decades
  • Interest in value investing 

Other Information

  • Location: New York or Chicago
  • Benefits and Compensation: This position offers a competitive compensation package alongside full benefits (medical, dental, vision, 401k match), and unlimited PTO. The salary range for this role is an OTE of $175k. 
  • Travel Requirement: In this role, you will be expected to travel around the US to meet with business owners, as well as to conferences and industry events. 

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