Managing Director, M&A Advisory
Confidential
Managing Director, M&A Advisory
About the Company
A full-service financial advisory platform serving middle-market companies across industries nationwide.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Managing Director for M&A Advisory. This senior-level role is pivotal in the firm's full-service financial advisory platform, which integrates investment banking, private capital, and valuation services. The successful candidate will be a proven deal maker, capable of originating and leading M&A and capital markets transactions across various sectors. Key responsibilities include managing the entire deal execution process, from initial engagement to closing, and building and maintaining relationships with business owners, investors, and referral sources. The role demands a professional with a strong network, a track record of successful deal closures, and the ability to thrive in a high-performance, remote-first culture. The ideal candidate for this position at the company will have a proven ability to source, pitch, and close middle-market transactions, and an established network of business owners, investors, and intermediaries. An entrepreneurial mindset, a desire to operate independently, and comfort with performance-based compensation are essential. The role also requires strong execution skills, the ability to manage multiple deals concurrently, and a collaborative, team-oriented approach with a long-term partnership mentality. Experience in remote work or the ability to excel in a distributed team environment is a key attribute. This is an opportunity to join a dynamic organization that values strategic guidance in mergers and acquisitions, capital markets, and special situations, and is known for its hands-on, data-driven, and client-focused approach.
Functions
- Finance
- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers and acquisitions advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for M...Suggested
- ...Managing Director About the Company Ambitious private equity firm specializing in vertical software business acquisitions Industry... ...technology software investment mergers and acquisitions m&a and vertical market software About the Role The...Suggested
- ...Vice President of Advisory Operations About the Company Leading provider of benefits administration & health care management solutions Industry Computer Software Type Subsidiary of a Public Company Founded 2004 Employees 5001-10,000 Funding...SuggestedShift work
- ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused... ...transactions, recapitalizations, and M&A advisory engagements. This role involves... ...clients and transaction counterparties, managing financial analysis, valuation work, transaction...SuggestedRemote work
- ...Vice President, Transaction Advisory & Financial Due Diligence About the Company Premier financial advisory firm serving insurance, wealth management, and financial services clients. Industry Financial Services Type Privately Held About the Role...Suggested
- ...Managing Director, Business Development About the Company Globally recognized provider of strategic advisory services for arts organizations Industry Performing Arts Type Privately Held Founded 2019 Employees 11-50 Specialties museums...
$229.24k
...you to shape your own future. KPMG is currently seeking a Managing Director to join our Business Tax Services practice.... ...Private Enterprise Tax practice Direct tax compliance and advisory services for privately owned partnerships, corporations, S-corporations...Private practiceLocal area- ...Company Global SaaS company scaling enterprise software with M&A and profitable growth. Industry Computer Software Type... ...role demands a leader who can partner effectively with Boards of Directors and is adept at driving shareholder value. A Bachelor's degree is...
- ...leader and key partner to the Chief Executive Officer and senior management team. The COO will be responsible for scaling the company's... ...platform. This role is pivotal in driving growth through disciplined M&A execution, leading post-acquisition onboarding, and...Local areaRemote work
- ...the Company Rapid-growing software company specializing in M&A & growth services Industry Computer Software Type Privately... ...ideal candidate will have a strong understanding of pipeline management, performance marketing, demand generation, and CRM/reporting...
- ...candidate will be responsible for developing and executing a robust M&A strategy that is in line with the company's growth objectives.... ...and integrations, as well as strong leadership and stakeholder management skills. Financial and operational oversight, including driving...
- ...revenue, and deep expertise in financial modeling. Familiarity with M&A environments and advanced data mastery, including the ability to... ...PE sponsors in a fast-paced, high-accountability environment. Hiring Manager Title CFO Functions ~ Finance Confidential
- ...end finance and accounting functions. This includes FP&A, cash management, budgeting, month-end close, all financial analysis, and finance... ...record in debt and equity financing, vendor negotiations, and M&A. Hiring Manager Title CEO Functions ~ Finance Confidential
- ...leadership role in the development and execution of the organization's M&A strategy. The successful candidate will be responsible for... ...transactions through the full M&A lifecycle and the ability to manage multiple deals simultaneously. Core competencies include being strategic...Work from home
- ...Vice President of Product Management About the Company Rapid-growing software company specializing in M&A & growth services Industry Computer Software Type Privately Held, VC-backed Founded 2016 Employees 1001-5000 Specialties software...
- ...Corporate Development About the Company Accomplished property management firm Industry Real Estate Type Privately Held... .... The successful candidate will be responsible for leading the M&A execution process and supporting the sourcing of acquisition targets...
- ...initiatives. Key responsibilities for the VP, Finance include FP&A, management reporting, budgeting, and resource allocation, as well as... ...experience in B2B services, education, technology-enabled services, M&A, fundraising, or transactional work is helpful, it is not a...Summer work
- ...Vice President of Corporate Development About the Company Private equity-backed property management platform seeking to scale through M&A. Industry Real Estate Type Privately Held, Private Equity-backed About the Role The Company is in search of...
- ...the multi-year direction for finance and accounting, building and managing a finance team, and overseeing core financial processes.... ...preference for those who have experience in acquisition-led growth or M&A integration. The role requires a candidate with a Bachelor's degree...
- ...also involves evaluating the financial impact of strategic initiatives, optimizing financial systems, and playing a significant part in M&A activities. The ideal candidate will have a minimum of 10 years' experience in a similar role, with a strong background in financial...Remote work
- ...involves leading cross-functional financial workstreams related to M&A integration and providing strategic insights to enhance... ...controls background, and proficiency with accounting and AP/spend management platforms. The role demands the ability to operate autonomously...
- ...improvements, and scalability initiatives, and to support the company in M&A activities and complex business transactions. Applicants for the... ...in shaping the future of the rapidly expanding business. Hiring Manager Title CFO Functions ~ Finance Confidential
- ...Managing Director, Chief Technology Officers Practice, Retained Search About the Company Dynamic executive search firm specializing... ...significant experience in retained executive search or a related advisory environment, capable of running complex search processes...
$236k - $412k
## Managing Director, MU VenturesSan Jose, California, United States of AmericaApply NowFind out how well you match with this jobJob IDJR10406... ...competitive dynamics, partnership opportunities, and adjacent M&A themes.**What We’re Looking For** The ideal candidate will bring...Full timeLocal areaImmediate startShift work$236k - $412k
...trusted advisor to Micron’s executive leadership on technology shifts, competitive dynamics, partnership opportunities, and adjacent M&A themes. Qualifications A Master’s degree in Computer Science, Computer Engineering, Electrical Engineering, Statistics, Physics...Full timeLocal areaShift work- ...Managing Director, Tax Investor Coverage About the Company Innovative capital markets technology (FinTech) company Industry Information... ...Funding $26-$50 million Specialties investments advisory tax equity transferable tax credits debt energy...Remote work
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...
- ...Executive Director, Business Development, Aerospace & Defense Manufacturing About the Company... ..., including planning, investments, and M&A activities. Applicants must have a... ...role as the business expands. Hiring Manager Title CRO Functions Business Development...
$133.74k - $167.18k
...CAIR San Francisco Bay Area is seeking a strategic, values-driven candidate for its new full-time Managing Director position. This role is essential to scaling the organization's impact, strengthening internal coordination, and supporting a high-performing, mission-aligned...Full timeLocal areaRemote workFlexible hoursShift workAfternoon shift- ...enterprise clients. With a robust portfolio of security advisory, integration, and managed services, we help clients protect their digital assets and... ...& Partner Alignment ~ Work in partnership with the Director of Strategic Security Partners (and security alliances team...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, M&A Advisory. Be the first to apply!
- chief executive officer San Jose, CA
- technology executive San Jose, CA
- human resources executive San Jose, CA
- chief academic officer San Jose, CA
- chief nursing officer San Jose, CA
- chief of police San Jose, CA
- executive director foundation San Jose, CA
- chief scientific officer San Jose, CA
- chief innovation officer San Jose, CA
- executive director of development San Jose, CA


