Sr. Director of M&A

POSITION SUMMARY The M&A Senior Director will play a key role in driving the inorganic growth strategy at Cardone Ventures. You will be responsible for managing the 10X BuySell team, which provides M&A education and advisory services to Cardone Ventures’ clients. You will be involved with managing due diligence, integration planning, and execution phases for clients’ and Cardone Ventures’ strategic acquisitions. You will also be involved with portfolio monitoring and performance for CV’s balance sheet portfolio. This individual is accountable for driving and ensuring the timely, quality delivery and completion of cross-functional initiatives aligned with the strategic company objectives. Key stakeholders include the cross-functional leadership teams at Cardone Ventures and the acquired companies. ABOUT CARDONE VENTURES Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented. This company operates nationally and is growing by the day. SUCCESS LOOKS LIKE Supporting the 10X BuySell team to develop into a world-class M&A team that leads successful transactions from initiation to closure, ensuring that the deal is completed efficiently and meets the client’s goals. Maintaining long-term relationships with clients who understand the value of 10X BuySell and have confidence in the service. OBJECTIVES Support multiple integration projects simultaneously with proactive research and industry insight. Structure, negotiate, and finalize deals, ensuring alignment with the company’s strategic goals and financial constraints. Conduct thorough research to understand market trends, competitive landscape, and growth opportunities in targeted sectors. Organize, strategize, and lead the acquisition due diligence process from start to finish. Identify any integration gaps and create integration plans with measurable deliverables and timelines. Establish and run day-to-day integration mechanics, planning, and implementation processes. Be involved in designing new organizational structures, integrating systems, overhauling operations, consolidating products and services, etc. Assist with the launch of functional integration teams so they understand their charters and are organized for success. Assist in the development of a communication plan for employees in both companies and all other stakeholders. Oversee contract creation and review in collaboration with Corporate Counsel and Partnerships Executives. Conduct business valuations to determine sale value, determine partner ownership, and understand growth potential. Manage tracking/maintaining client call log time in Harvest and client information in the company CRM for transparency historical records. Review financial models, business plans, and analyses prepared by the team to ensure accuracy, relevance, and alignment with strategic objectives. Conduct expert-level research and analysis to support decision-making and deal execution. Manage the pipeline of potential acquisitions, ensuring alignment with strategic priorities and timely progression through the deal cycle. Lead the development of comprehensive business plans that outline strategic objectives, financial projections, and integration pathways for potential acquisitions. Coordinate all transaction workstreams across due diligence, legal, finance, and integration teams to ensure seamless collaboration and efficient deal progression. Assist in developing and delivering educational content focused on M&A for Cardone Ventures’ live events and training sessions, enhancing client knowledge and engagement. Support the Business Acquisition Club by contributing expertise, leading discussions, and providing actionable insights on acquisition entrepreneurship to club members. COMPETENCIES Ability to work cross-departmentally through proactive communication and strategy, ensuring joint venture mergers/acquisitions are seamlessly transitioned to applicable operating teams. Knowledge of private equity including how to manage different equity & debt financing work streams and how to deal with management teams. Possess advanced knowledge of M&A strategy. Advanced industry research and competitive analysis skills. Demonstrate advanced proficiency in business valuations. Understanding of elements needed to draft a contract. Technology consolidation and integration expertise. Strong negotiation ability when speaking with potential clients or partners. Advanced financial acumen to assist with due diligence, integration, and performance measurement. Understanding of and ability to apply change management and transformation approaches. Analytical ability to develop surveys and other feedback/interview tools and extrapolate results. Strong storytelling ability to communicate complex M&A concepts in a relatable, engaging manner, making strategic insights accessible and impactful for clients and team members. Proficiency in developing graphically engaging presentations, memos, and other materials that effectively communicate key insights and enhance audience understanding. EDUCATION AND EXPERIENCE At least 5 years’ experience in a business development, M&A, or investment banking role. Home Services, Healthcare, Professional Services, Technology (IT, Cyber, Software), and/or Consumer industry experience is a plus. CFA or FINRA licenses are a plus. Advanced degree (MBA, JD, M.Sc.) is a plus. 10X TOTAL REWARDS Medical, dental, and vision for FT positions and their dependents. Vacation and sick time policy that increases based on tenure with the company. Three work from home days per month (4/month during June-August). Employee Assistance Program through Guardian. 401k with Company match (estimated to launch in Q1 2025). Pet Insurance through SPOT for your 10X pets! Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both. Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services. Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program. Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance, and Marketing. Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission. PHYSICAL REQUIREMENTS Prolonged periods of time sitting at a desk or computer. COMMITMENT TO DIVERSITY As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners. If this position caught your eye, send us your resume!

For best consideration, include the job title and source where you found this position in the subject line of your email to careers@cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

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