Managing Director

Crown Peak Advisors is seeking an experienced, highly motivated Managing Director to help expand and grow our platform. The role is based at our headquarters in Miami, Florida, with the option to work fully remote.

The Managing Director will be responsible for originating new business, leading client engagements, executing and closing transactions, and mentoring junior team members. We are looking for candidates with a proven track record in middle-market M&A advisory, strong client relationship skills and a well-developed professional network.

As a recently launched strategic M&A advisory and investment banking firm, Crown Peak offers a unique opportunity to make a lasting impact by playing an integral role in building and scaling the platform and shaping the firm’s strategic direction and growth.

Key Responsibilities:

• Originate and execute new client engagements by actively pursuing business development opportunities aligned with Crown Peak’s strategy
• Lead client relationships and transactions end-to-end, serving as the primary client contact and overseeing deal teams throughout the engagement lifecycle
• Drive transaction execution, from initial pitch through closing, demonstrating strong negotiation, execution, and closing capabilities
• Leverage and continue to expand an established professional network to generate new deal flow and referral relationships
• Provide leadership, mentorship and professional development to junior team members
• Serve as a trusted strategic advisor to clients, delivering thoughtful guidance at key decision points and clearly communicating complex financial information
• Maintain deep industry knowledge and subject-matter expertise within the IT services and / or broader technology and business services sectors
• Actively participate in industry events, conferences, speaking opportunities and marketing initiatives to enhance firm visibility and brand awareness
• Contribute meaningfully to the firm’s strategic direction, culture and platform development as a senior leader helping build a differentiated advisory firm

Qualifications:

• Exceptional work ethic, integrity and professionalism, with 12+ years of investment banking or M&A advisory experience
• Demonstrated track record of originating, leading and closing investment banking and M&A transactions
• Established relationships and a strong professional network within the IT services and / or broader technology and business services sectors
• Proven experience managing client relationships, transactions and deal teams on a day-to-day basis
• Deep understanding of the M&A process, including strategy development, deal structuring and negotiation
• Bachelor’s degree required; MBA and / or JD preferred
• Strong leadership and people-management skills, with the ability to thrive in a fast-paced, entrepreneurial environment
• FINRA Series 79, 63 and SIE licenses required

Travel will be required on an as-needed basis, depending on client engagements. This role will initially be non-salaried, with compensation provided through a competitive fee-split arrangement on transactions originated by the Managing Director. Transaction-based bonuses will be paid promptly upon deal closings.

Company Overview

Crown Peak Advisors is a rapidly growing strategic M&A advisory and investment banking firm dedicated exclusively to the technology, business services and IT services ecosystem. Built by operators, advisors and investors, we advise founder-owned businesses and investors pursuing platform and add-on acquisitions. Our size, focus and breadth of industry and transaction experience empower us to deliver rigorous, institutional-grade investment banking execution to middle-market founders and owners, with a relentless focus on achieving optimal outcomes.

We are deeply embedded in the technology, business services and IT services community, with long-standing relationships across founders, owners, equity and debt investors, and strategic acquirors. We actively participate in industry events, provide thought leadership and maintain ongoing market dialogue that helps shape transaction dynamics.

Crown Peak partners with founder-owned businesses exploring liquidity events, including full or partial exits and ownership transitions. Blending operator-level strategic insight with disciplined execution, we serve as a true strategic partner, providing practical, tailored advice to guide founders through the sale process to maximize value and certainty of close.