Corporate - M&A Attorney in Austin, TX

In-House

Austin, TX

Corporate - M&A Attorney in Austin, TX

Attorney

Min 7 yrs required

No

H1: Senior Counsel Mergers and Acquisitions at Kestra Holdings
H2: Join Our Team and Make an Impact in the Wealth Management Industry

Job Title: Senior Counsel Mergers and Acquisitions
Company: Kestra Holdings
Location: Austin, Texas, United States of America
Salary: Competitive
Experience: 7+ years in Mergers and Acquisitions and corporate law

About Kestra Holdings:
- Industry-leading wealth management platforms for independent professionals nationwide
- Innovative culture that celebrates independence and redefines the future of the advisory industry
- Over $123 billion in assets under administration (AUA) and support for 2,400+ independent financial professionals

Job Description:
- Support the company's mergers and acquisitions activities, including acquiring wealth management and investment adviser practices
- 7+ years of experience in large law firm corporate legal or in-house, with substantial M&A drafting and negotiation experience
- Work independently with key stakeholders and external/internal counsel in related disciplines (regulatory, employment, tax)
- Advise on all phases of acquisitions and ensure proper documentation and recording of equity consideration
- Assist with corporate record-keeping and general contract negotiation and review for the company and its subsidiaries

Duties and Responsibilities:
- Primary legal resource for all phases of mergers and acquisitions, with a focus on acquiring investment advisers and wealth management practices
- Negotiate and draft NDAs, term sheets, acquisition documents, and employment agreements
- Advise on competition issues and restrictive covenants
- Partner with business leaders, legal peers, HR, and compliance on legal issues related to acquisitions
- Work closely with the corporate secretary and private equity sponsor for equity issued in transactions
- Provide proactive counsel on emerging risks in wealth management and investment adviser businesses
- Assist with corporate secretarial function and general legal matters for the company and its subsidiaries

Qualifications and Experience:
- . from an accredited law school and active bar membership in at least one . jurisdiction
- 7+ years of hands-on experience in M&A, preferably in financial services and private equity
- Exceptional leadership, communication, and business acumen
- Strong communication and negotiation skills and ability to manage complex transactions and contractual arrangements
- Strong knowledge of SEC, FINRA, and other regulatory issues related to acquiring investment advisers and wealth management practices
- Experience in a high-growth, private equity-backed company in financial services
- Strong network within legal, wealth management, and regulatory communities

Internal Applicant Policy:
- Must be in good standing and have at least 1 year of service with Kestra
- Must have at least 1 year of service in current role, unless approved by EVP

Benefits:
- Full health, vision, and dental coverage
- 401(k) plans and voluntary plans such as car insurance and legal services
- Equal employment opportunity without discrimination or harassment

Kestra Values:
- Mission is Powering Financial Independence for investing clients and their advisors
- Values of SERVE, MAKE IT HAPPEN, and ONE TEAM
- Commitment to diversity and inclusion in the workplace

Join our team at Kestra Holdings and make a positive impact in the wealth management industry. We offer a competitive salary and benefits package, and value diversity and inclusion in our workplace. As Senior Counsel Mergers and Acquisitions, you will have the opportunity to work with a dynamic team and make a difference in the future of the advisory industry. Apply now and be a part of our mission to empower financial independence.