**Responsibilities:**

+ Support deal creation and execution for private equity investments in financial advisory firms.
+ Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.
+ Structure transactions that optimize returns and support the firm's overall investment and retention strategy.
+ Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
+ Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
+ Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.
+ Monitor market trends, regulatory developments, an...