Managing Director - M&A/Exit Planning Advisory

The Managing Director, Mergers & Acquisitions (M&A) and Exit Strategies is a senior leadership role responsible for driving strategic initiatives related to mergers, acquisitions, divestitures, and exit strategies for clients across diverse industries. The Partner will oversee the development and execution of M&A strategies, collaborating closely with client executive teams and leveraging the firm's technical expertise across multiple practice areas. Ideally, this individual has extensive experience working with family-owned and founder led businesses in the lower middle market. Responsibilities Strategic Leadership Oversee the development of client M&A strategies, including identifying acquisition targets, strategic partnerships, and divestiture opportunities. Collaborate with client executive teams to align on strategic objectives and growth initiatives. Provide guidance on industry research, market analysis, and competitor benchmarking to inform strategic recommendations. Advise on and oversee the implementation of exit strategies, including IPOs, mergers, private sales, and alternative ownership structures. Prepare client companies for sale, ensuring readiness for due diligence, financial disclosures, and market positioning. Business Development & Client Advisory Build and maintain strong relationships with Private Equity, Family Office, and other strategic clients. Identify and pursue new opportunities to expand the firm's M&A practice and services. Serve as a trusted advisor to clients, providing high-level guidance on complex M&A transactions and exit planning. Oversee deal flow and ensure smooth execution of transactions, including due diligence, financial modeling, and valuation. Collaborate with other practice areas within the firm, such as Due Diligence, Valuation, Tax, and Legal teams, to provide clients with a seamless experience. Lead negotiations and guide the preparation of transaction documentation, including purchase agreements, term sheets, and financial disclosures. Mentor and lead a high-performing team, fostering a collaborative environment to drive efficiency and innovation. Represent the firm at industry events, networking forums, and client meetings to enhance the firm's market presence. Qualifications Education: Bachelor’s degree in Accounting, Finance, or a related field Experience: 12+ years of experience in M&A, investment banking, private equity, or corporate development Proven track record of leading and overseeing complex M&A transactions and exit strategies. Expertise in financial modeling, valuation methods, and due diligence processes. Experience collaborating across technical disciplines (e.g., Due Diligence, Valuation, and Tax). Strong leadership skills with the ability to mentor and guide teams effectively. Seniority level Executive Employment type Full-time Job function Accounting/Auditing, Consulting, and Finance Industries Business Consulting and Services, Investment Banking, and Accounting #J-18808-Ljbffr Executive Staffing Group (ESG)