Managing Director, Transaction Advisory Services
Confidential
Managing Director, Transaction Advisory Services
About the Company
Globally recognized organization offering transaction advisory and middle-market M&A services.
Industry
Accounting
Type
Privately Held
About the Role
The Company is seeking a Managing Director for Transaction Advisory Services (TAS) to lead and drive impactful M&A advisory services, particularly within middle-market transactions. The successful candidate will be responsible for leading both buy-side and sell-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual who can leverage extensive industry expertise and innovative strategies to deliver exceptional client solutions. The Managing Director will also be tasked with building and growing a team, contributing to a culture of inclusivity and excellence, and ensuring the quality of client deliverables through meticulous attention to detail and effective decision-making. Applicants for the Managing Director, TAS position at the company should have a Bachelor’s degree in business, finance, or a related field, with an MBA preferred. A minimum of 10 years' experience in M&A advisory services, particularly within middle-market transactions, is required. The role demands a proven track record in generating new business and cultivating client relationships, as well as proficiency in MS Office applications. Strong leadership and management skills, excellent communication abilities, and experience in marketing services to enhance the organization's visibility and reputation are essential. The ideal candidate will have a background in technology, industrials, consumer, healthcare, ADG, and business services, and be adept at managing day-to-day aspects of client relationships and projects to ensure seamless execution and client satisfaction.
Functions
- Finance
- Business Development
$300k
Job Summary:Within the Special Projects Group in Transaction Advisory Services (the Managing Director is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Managing Director in this role will be the primary...SuggestedWork at office$160k - $210k
...Financial And Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc. (NYSE:... ...the financial executives, boards of directors, special committees, investors, and... ...earnings, achievability of management’s budget, operational insights, indebtedness...SuggestedFull timeWork at officeWorldwide- Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.Day-to-day responsibilities: Managing buy-side and sell-side financial due diligence engagements for private equity, lender...SuggestedTemporary workWork at office
$250k - $400k
Job Summary:The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The TAS Managing Director leads new business origination efforts...Suggested$79.8k - $168k
Job Summary:The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M&A...Suggested$100k - $170k
...Summary:Join one of the fastest growing transaction advisory services practice in the country, where your... ....The Transaction Advisory Services Manager is responsible for managing financial... ...companyPartners with TAS Senior Managers, Directors and Principals to identify and pursue...Work at officeImmediate start$79.8k - $168k
Job Description The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our...- ...from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well...Full timeLocal areaRemote workFlexible hours
- ...OverviewBaker Tilly is a leading advisory, tax and assurance firm,... ...Tilly) provide professional services through an alternative... ...raises, and other strategic transactions.As a Principal, you will serve... ...firms, and portfolio company management teams.Lead projects involving...Full timeWork at officeLocal areaWorldwide
- ...offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (... ...of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring...Interim roleWork at officeLocal areaRelocation
- ...Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Day-to-day responsibilities: Managing buy-side and sell-side financial due diligence engagements for private equity...Temporary workWork experience placementWork at office
$124.91k - $236.8k
OverviewBaker Tilly is a leading advisory, tax and assurance... ...provide professional services through an alternative... .... We help client with transactions life cycle (IPO, SPAC,... ...and as a Manager you’ll play a key role... ...Controllers, and Finance Directors improve the financial...Full timeWork at officeLocal areaWorldwideShift work$224.72k - $327.85k
OverviewBaker Tilly is a leading advisory, tax and assurance firm,... ...Tilly) provide professional services through an alternative... ...Technical Accounting Senior Manager Our Purpose:Our purpose is to... ...help clients with life-cycle transactions (IPO, SPAC, merger, divesture...Full timeWork at officeLocal areaWorldwideShift work$129k - $175.8k
...Armanino Transaction Advisory Services At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate... ...equity investors with a focus on private equity deals Manage and coordinate approach of client, Armanino's engagement...Contract workLocal areaFlexible hours$126k - $182k
...Manager, Transaction Advisory Service We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction...Shift work- ...description We are not your typical transaction advisory firm. This is a high-agency role where... ...Description OAG M&A Transaction Services | O'Connell Advisory Group is a team of... ...This is a full-time remote role for a Manager, Transaction Advisory Services. The responsibilities...Full timeRemote work
$300k - $400k
...clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction... ...Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and... ...with speed and precision. The Senior Director, TAS Tax Reporting and Readiness...Interim roleWork at officeRelocation$126k - $182k
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to...Local areaShift work$155k - $410k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelDirectorJob Description & SummaryThe OpportunityAs a Director in Deals - Capital Markets Accounting... ...accounting, financial reporting, transaction structures, and capital markets topics....Full timeH1b$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs a... ...strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. You will advise...Full timeH1b$160k - $200k
...financial and valuation advisory. Our unmatched transaction volumes provide differentiated... ...executives, boards of directors, special committees,... ..., across a wide range of services, including the Transaction... ...companies, among other asset managers, and we advise them on...Full timeWork at officeWorldwide$125k - $190k
PEPI - CFO Services - Manager (Financial Reporting Advisory) Financial Reporting Advisory A&M CFO Services work with private equity held portfolio companies... ...reporting advice to clients on a wide range of transactions and events, including adherence to new or revised accounting...Part timeInterim roleFlexible hours- ...The KPMG Advisory practice is at the forefront of transformation... ...seeking a Technical Director - Accounting Advisory Services in Accounting Advisory... ...advisory assistance on transactions involving consolidation,... ...development team of associates to managers around similar technical...H1bLocal area
$95.4k - $192k
...leading provider of professional services to the middle market... ...are seeking an experienced Manager to join our growing Finance... ...portfolio companies through transactions, integrations, carve-outs, acquisitions... ...accounting, finance, or advisory experience.Experience in...Full timeWork experience placementInternshipLocal area$201.81k - $382.6k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...Tilly (BT) as a Risk Advisory Services Managing Director. Our Risk Advisory practice provides a...Full timeLocal areaWorldwide$125k - $145k
...Experienced Manager, Strategic Projects, Accounting Advisory Services The Experienced Manager, Strategic Projects, Accounting Advisory Services manages... ...applies accounting knowledge by properly recording transactions in a general ledger Understands the technology...Work at office- ...New York, NYFP&A Advisory /Full Time /HybridCFGI, founded in 2... ...strategic and execution-focused Managing Director in the Greater NYC area to... ...consulting or professional services environment. · A proven... ...external client requirements. · Transactional experience (M&A, divestures...Full time
$130k - $160k
...Power of Withum Plus You - that’s the Power in the Plus!Job Description:We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving...Full timeWork experience placementWork at officeLocal area$180k - $280k
Job Summary:The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are... ..., including business development, risk management, resource planning, performance management, and cross...$86.66k - $164.3k
...Baker Tilly is a leading advisory, tax and assurance... ...provide professional services through an alternative... .... We help client with transactions life cycle (IPO, SPAC,... ...exponentially and as a Manager you’ll play a key role... ...Controllers, and Finance Directors improve the financial...Full timeWork at officeLocal areaWorldwideShift work
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