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.

What You’ll Do

• Lead multiple healthcare transaction advisory engagements, including buy-side and sell-side transactions, M&A, strategic partnerships, joint ventures, and physician alignment initiatives.
• 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.
• Advise executive leadership teams, private equity sponsors, health systems, physician organizations, and other stakeholders throughout the transaction lifecycle.
• Identify and communicate transaction risks, value creation opportunities, and strategic considerations.
• Lead multidisciplinary engagement teams while managing project scope, timelines, budgets, and deliverable quality.
• Develop executive presentations, diligence reports, board materials, and other transaction-related deliverables.
• Build trusted client relationships and identify opportunities to expand existing engagements and develop new business.
• Support proposal development, client presentations, thought leadership, recruiting, and the continued development of transaction advisory best practices.

What We’re Looking For

• 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.
• MBA, MHA, CPA, CFA, or another relevant advanced degree or professional certification.
• Demonstrated experience leading complex healthcare transactions, including buy-side and sell-side engagements.
• Strong technical experience with QoE analyses, working capital assessments, financial modeling, and transaction-related analytics.
• 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.
• Proven ability to manage multiple concurrent engagements and build trusted relationships with executive-level stakeholders.
• Excellent analytical, project management, communication, and executive presentation skills.
• Demonstrated leadership, sound business judgment, and experience mentoring and developing consulting professionals.
• Remote with ability to travel 25% to 30%.

Nice to Have

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