Role Overview for Director, Mergers & Acquisitions with a Public FinTech – San Antonio, TX
JRG Partners is proud to partner with a premier, publicly-traded financial technology company in their search for a Director of Mergers & Acquisitions. Based in the vibrant and growing tech hub of San Antonio, TX, this is a pivotal leadership role designed for a seasoned M&A professional with a passion for driving transformative growth. Our client is a recognized leader in the FinTech space, renowned for its innovative solutions and robust market position. As they continue to expand their global footprint and enhance their product ecosystem, inorganic growth through strategic acquisitions has become a cornerstone of their corporate strategy.
The Director of Mergers & Acquisitions will serve as a key architect of this strategy, responsible for the end-to-end execution of M&A transactions. This individual will work in close collaboration with the executive leadership team, including the CEO, CFO, and Chief Strategy Officer, to identify, evaluate, and execute acquisitions that align with the company’s long-term vision.
The ideal candidate is a strategic thinker with exceptional financial acumen, a proven track record of closing complex deals, and the ability to navigate the intricacies of a fast-paced, public company environment. This role offers a unique opportunity to make a significant impact on the company’s future trajectory, shaping its competitive landscape and delivering substantial shareholder value. You will be at the nexus of strategy, finance, and technology, playing a critical role in the next chapter of our client’s success story.
Key Responsibilities of Director, Mergers & Acquisitions with a Public FinTech – San Antonio, TX
The Director of M&A will manage all facets of the acquisition lifecycle, from initial concept to post-close integration planning. This requires a blend of analytical rigor, strategic insight, and masterful execution. You will be expected to operate with a high degree of autonomy while leading and influencing cross-functional teams across the organization.
Strategy Development & Deal Sourcing
Collaborate with senior executives to develop and refine the company’s M&A thesis. Proactively identify and screen potential acquisition targets by building market maps, cultivating relationships with investment bankers, venture capitalists, and industry leaders, and maintaining a robust pipeline of opportunities.
Comprehensive Due Diligence
Lead and coordinate all aspects of the due diligence process. This includes managing cross-functional teams from legal, finance, accounting, tax, technology, product, and human resources to conduct a thorough investigation of target companies, identify key risks and synergies, and validate strategic rationale.
Financial Modeling & Valuation
Build and maintain sophisticated financial models to support valuation and deal structuring. This includes discounted cash flow (DCF), comparable company analysis, precedent transaction analysis, and accretion/dilution models. Present a clear and defensible valuation narrative to the executive team and Board of Directors.
Deal Negotiation & Execution
Act as a key player in structuring and negotiating transactions. Lead the negotiation of critical terms in letters of intent (LOIs) and definitive purchase agreements in partnership with legal counsel. Ensure that all deal documentation accurately reflects the business and financial objectives of the transaction.
Executive & Board Communication
Prepare and present compelling investment theses and detailed recommendation materials for review by the executive leadership team and the Board of Directors. Clearly articulate the strategic rationale, financial impact, risks, and opportunities associated with each proposed transaction.
Integration Planning & Support
Work closely with the corporate development and post-merger integration (PMI) teams to develop comprehensive integration plans. Ensure a smooth transition for acquired companies and their employees, and actively participate in the early stages of integration to maximize synergy realization.
Market Intelligence & Ecosystem Monitoring
Serve as an expert on the competitive landscape and industry trends within the FinTech, payments, and software sectors. Continuously monitor market dynamics to inform M&A strategy and identify emerging opportunities or threats.
Requirements for the Director, Mergers & Acquisitions with a Public FinTech – San Antonio, TX
We are seeking a high-caliber professional with deep expertise in corporate transactions and a strategic mindset. The successful candidate will possess a strong foundation in finance, excellent project management skills, and the executive presence to operate effectively at the highest levels of the organization.
Professional Experience
A minimum of 10-12 years of progressive experience in mergers and acquisitions, with a significant portion spent in corporate development, investment banking, or private equity. A proven track record of leading and successfully closing multiple M&A transactions is essential.
Financial Acumen
Expert-level proficiency in financial analysis, valuation methodologies, and complex financial modeling. Must be able to dissect financial statements and build robust, three-statement operating models from the ground up.
Industry Expertise
Prior experience within the technology, SaaS, FinTech, or payments industries is strongly preferred. A deep understanding of the business models, competitive dynamics, and valuation drivers in these sectors is a significant advantage.
Leadership & Influence
Demonstrated ability to lead and influence large, cross-functional teams in a matrixed environment without direct reporting authority. Strong project management skills with the ability to manage multiple complex projects simultaneously under tight deadlines.
Communication Skills
Exceptional written, verbal, and presentation skills. The ability to distill complex information into clear, concise insights and communicate effectively with a wide range of audiences, from technical experts to C-suite executives and board members.
Educational Background
Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field is required. An MBA from a top-tier business school or a CFA/CPA designation is highly desirable.
Strategic Mindset
Must be able to think critically about strategic objectives and how potential acquisitions fit into the broader corporate strategy. Experience navigating complex regulatory environments and understanding the nuances of public company transactions is critical.
Personal Attributes
High level of integrity, strong work ethic, intellectual curiosity, and a proactive, self-starter mentality. Must be comfortable with ambiguity and thrive in a dynamic, high-growth environment.
Benefits & Perks Offered
Our client is committed to investing in its people and provides a comprehensive and competitive rewards package designed to attract and retain top talent. They believe in fostering a culture of ownership and ensuring that employees share in the success they help create.
Competitive Compensation
A highly competitive base salary complemented by a significant annual performance-based bonus.
Long-Term Incentives
Meaningful equity awards (RSUs/PSUs) to provide a stake in the company’s long-term success and align incentives with shareholder value creation.
Comprehensive Health & Wellness
A full suite of benefits including medical, dental, and vision insurance for you and your dependents, with a significant portion of premiums covered.
Retirement Planning
A 401(k) plan with a generous company match to help you save for the future.
Generous Time Off
A flexible and generous paid time off (PTO) policy, in addition to company-paid holidays, to support work-life balance.
Parental Leave
Comprehensive paid parental leave policies to support employees and their families.
Professional Development
A dedicated budget for continuous learning, including conferences, certifications, and further education to support your career growth.
Relocation Assistance
A comprehensive relocation package is available for qualified candidates moving to the San Antonio area.
How to Apply
This is an exclusive search conducted by JRG Partners. If you are a results-driven M&A leader with the skills and experience to drive transformative growth for a public FinTech leader, we encourage you to apply. To be considered for this confidential opportunity, please submit your resume and a cover letter outlining your qualifications and interest in the role. Our team will review all applications and contact qualified candidates directly for an initial discussion. For more information on our expertise in this space, please visit our dedicated Fintech & Payments executive search practice page. We look forward to connecting with you.
