Vice President, RIA Investments
hace 10 días
Dallas
About Leon Capital Group Leon Capital Group (LCG) is a founder-led, diversified holding company with a portfolio exceeding $10 billion in assets across real estate, healthcare, financial services, and technology. Founded in 2006 by Fernando De Leon, LCG operates as a long-term, "buy-and-build" partner to entrepreneurs — investing its own capital alongside business owners to create durable, compounding value. LCG is actively expanding its financial services investment platform with a dedicated focus on acquiring GP stakes and making equity investments in Registered Investment Advisors (RIAs). This is a ground-floor opportunity to build LCG's RIA investment capability from scratch alongside the firm's senior leadership. Position Overview LCG is seeking a Vice President, RIA Investments to lead the sourcing, evaluation, execution, and post-investment management of minority and majority equity investments in RIA firms across the United States. This individual will serve as the primary driver of LCG's RIA investment strategy — responsible for building a disciplined deal process, developing proprietary deal flow, and acting as an active growth partner to LCG's RIA investments post-close. Key Responsibilities: Deal Origination & Pipeline Development: • Build and maintain a proprietary pipeline of RIA investment opportunities through direct outreach to firm founders and owners, RIA-focused investment bankers, custodians, and industry networks., • Develop a systematic approach to sourcing and prioritizing targets across firm size, geography, ownership structure, and growth stage., • Represent LCG at industry conferences and events to establish the firm's credibility as a capital partner in the RIA space. Due Diligence & Investment Evaluation: • Lead end-to-end due diligence on prospective RIA investments, including financial analysis (AUM trends, revenue, and EBITDA quality, client concentration, fee structures), operational assessment, team and succession evaluation, and competitive positioning., • Build and maintain financial models to evaluate transaction structures, returns, and post-close growth scenarios., • Prepare investment memos and present recommendations to senior leadership. Deal Structuring & Execution: • Structure and negotiate investment terms, including minority and majority equity stakes, earnouts, rollover equity, and credit facilities., • Manage the full transaction lifecycle from LOI through closing, coordinating with internal and external legal, finance, and operational resources., • Develop and implement repeatable deal processes and infrastructure to support LCG's ability to execute consistently at scale. Post-Investment Partnership & Growth Management: • Serve as LCG's primary relationship contact for portfolio RIA firms post-close, supporting leadership teams in executing on their growth plans., • Identify and drive inorganic growth opportunities — sub-acquisitions, lift-outs, and strategic partnerships — for LCG's RIA portfolio companies., • Monitor portfolio company performance, financial results, and strategic milestones; surface issues and opportunities to LCG senior leadership as appropriate., • Leverage LCG's broader platform — including its real estate, private equity, healthcare, and credit capabilities — to create differentiated value for RIA partners. Qualifications & Experience: • 8–10+ years of relevant experience in RIA M&A, corporate development, growth equity, or investment banking focused on wealth and asset management., • Direct deal execution experience — must have personally sourced, structured, and closed equity investments or M&A transactions in the financial services or wealth management space., • Deep understanding of the RIA ecosystem: business models, valuation drivers, custodial platforms, ownership and succession dynamics, and the competitive landscape of capital providers., • Strong financial modeling and analytical skills; experience building transaction models and investment memos., • Familiarity with deal structures common in RIA investing: minority equity, seller notes, earnouts, management rollover, and credit facilities., • Existing network of relationships with RIA owners, wealth management M&A advisors, and/or custodial platforms is a strong plus., • Entrepreneurial, self-directed, and comfortable building from scratch in a founder-led, fast-moving environment., • Bachelor's degree required; MBA or relevant advanced degree preferred. Ideal Background: Candidates typically come from one or more of the following: • Corporate development or M&A teams at RIA consolidators, aggregators, or multi-billion-dollar wealth management platforms., • RIA-focused growth equity or private equity investment firms., • Sell-side investment banking with a focus on wealth and asset management M&A., • Senior operator roles inside RIA firms with direct exposure to M&A and strategic partnerships. Why Leon Capital Group • Build something. This is a ground-floor opportunity to define LCG's RIA investment strategy and build an institutional process within a well-capitalized, entrepreneur-driven platform., • Aligned capital. LCG invests its own balance sheet — no fund-cycle pressure, no LP mandates. Permanent capital with full alignment to the businesses it partners with., • Proven platform. LCG has a nearly 20-year track record of building and scaling businesses across healthcare, real estate, and financial services. RIA partners benefit from a rich ecosystem of operational expertise and capital solutions that extend well beyond the initial equity investment., • Senior access. Direct working relationship with LCG's Founder & CEO and senior investment leadership — not a layer removed from decision-makers., • Compensation. Competitive base salary, performance bonus, and meaningful participation in the upside of LCG's RIA investment portfolio.