Director, Transaction Advisory Services

Job Description

We are seeking a Director to support a growing Transaction Advisory Services practice focused on the healthcare industry. This role will lead complex buy-side and sell-side transactions, financial due diligence, M&A, strategic partnerships, physician alignment initiatives, and post-transaction integration. The Director will serve as a senior advisor to executive teams, private equity sponsors, and healthcare organizations while leading multidisciplinary engagement teams and supporting practice growth.

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What You’ll Do

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• Lead multiple healthcare transaction advisory engagements, including buy-side and sell-side transactions, M&A, strategic partnerships, joint ventures, and physician alignment initiatives.
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• Direct financial due diligence, including Quality of Earnings (QoE) analyses, working capital assessments, debt and debt-like analyses, financial modeling, earn-out calculations, and transaction-related analytics.
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• Advise executive leadership teams, private equity sponsors, health systems, physician organizations, and other stakeholders throughout the transaction lifecycle.
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• Identify and communicate transaction risks, value creation opportunities, and strategic considerations.
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• Lead multidisciplinary engagement teams while managing project scope, timelines, budgets, and deliverable quality.
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• Develop executive presentations, diligence reports, board materials, and other transaction-related deliverables.
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• Build trusted client relationships and identify opportunities to expand existing engagements and develop new business.
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• Support proposal development, client presentations, thought leadership, recruiting, and the continued development of transaction advisory best practices.
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What We’re Looking For

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• Bachelor’s degree and 6+ years of progressive experience in Transaction Advisory Services, Financial Due Diligence, healthcare consulting, investment banking, corporate development, or a related field.
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• MBA, MHA, CPA, CFA, or another relevant advanced degree or professional certification.
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• Demonstrated experience leading complex healthcare transactions, including buy-side and sell-side engagements.
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• Strong technical experience with QoE analyses, working capital assessments, financial modeling, and transaction-related analytics.
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• Healthcare industry experience across sectors such as hospitals and health systems, physician practices, ASCs, MSOs, DSOs, revenue cycle management, healthcare IT, payors, pharmacy, or post-acute care.
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• Proven ability to manage multiple concurrent engagements and build trusted relationships with executive-level stakeholders.
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• Excellent analytical, project management, communication, and executive presentation skills.
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• Demonstrated leadership, sound business judgment, and experience mentoring and developing consulting professionals.
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• Remote with ability to travel 25% to 30%.
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Nice to Have

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• Experience within a dedicated healthcare Transaction Advisory Services or Financial Due Diligence practice.
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• Significant experience advising private equity firms, strategic investors, or healthcare organizations through complex transactions.
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• Broad exposure across multiple healthcare subsectors and transaction structures.
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