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
$179k - $262k
...Senior Manager, Transaction Advisory Service We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide...SuggestedShift work$179k - $262k
Overview Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker... ..., tax, and business advisory services and is a member of Baker... ...both buy‑side and sell‑side transactions. Communicate with clients to... ...organizational skills with ability to manage multiple priorities....SuggestedLocal 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....SuggestedFull 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...SuggestedFull timeH1b$110.7k - $226.13k
...Deloitte Tax LLP's Global Employer Services practice as a Tax Manager, Equity Operations, where you will... ...operations, or stock administration advisory services Experience in a corporate... ...settlements, withholding, and participant transactions Experience designing or improving...SuggestedWork at officeVisa sponsorship2 days per week3 days per week$124.91k - $236.8k
...Baker Tilly is a leading advisory, tax and assurance... ...provide professional services through an alternative... ...currently searching for a Manager to join our CFO... ...Controllers, and Finance Directors improve the financial... ...Accounting Advisory Services Transaction Support Program/...Local areaImmediate startWorldwideShift work$106.5k - $195.1k
...The opportunity Our Wealth Tax Advisory Practice is a rapidly growing... ...provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most... ...expand, we are looking for a Manager to join our team and work on key...Summer holidayFlexible hours- Job Summary:The Tax Managing Director is responsible for applying industry specific knowledge to... ...reporting burdens, and (b) self and client service teams comply with all Firm policies,... ....BDO provides assurance, tax, and advisory services to clients across the U.S. and...Work at officeLocal area
$155k - $410k
...workforce consulting focus on providing consulting services related to human resources, talent management, and organisational development. They analyse client... ...create an atmosphere of trust and innovation. As a Director, you will demonstrate thought leadership in payroll...Full timeTemporary workH1b- ...estate and construction, shared services, revenue cycle, supply chain, and commercial transactions. These roles range from senior... ...positions, such as Executive Director, Legal Services, to Associate... ...agreements, or organizational risk management, attorneys at Banner have the...Full timeLocal areaShift work
- ...business objectives while effectively managing risk across dynamic and highly regulated... ...and procedures for the delivery of legal services for assigned areas of responsibility,... ...internal parties for major litigation and transactional matters as assigned by the General...Full timeContract workShift work
$155k - $410k
Industry/SectorNot ApplicableSpecialismSalesforceManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Managed Services Salesforce Director, you will lead consulting services within our Technology Consulting practice, focusing on Salesforce applications to...Full timeTemporary workH1b$150k - $225k
...Description PEPI - CFO Services - Director OVERVIEW: A&M CFO Services work... ...Planning Performance Measurement & Management Business Transformation Auxiliary... ...Controllership, Finance and Accounting Advisory Services ACCREDITIDATION/EXPERIENCE...Part timeFlexible hours$142.6k - $261.5k
...decision-making. As a ServiceNow Consulting Manager you’ll play a leading role in that... ...relationships and demonstrate the value of EY services Excellent business acumen with the... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected...Summer holidayWorldwideFlexible hours$15k
...companies that require for-hire transportation services regionally or across the U.S. Maintain... ...personnel (LM/AGM/RVP/SVP) Builds, manages and maintains relationships with key... ...volume regional accounts $15,000 in transactions. Travel 25% of the time. Minimum Experience...Local area$400k
...enterprise clients. With a robust portfolio of security advisory, integration, and managed services, we help clients protect their digital assets and... ...Vendor & Partner Alignment Work in partnership with the Director of Strategic Security Partners (and security alliances...Full timeWork at office- ...career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...is currently seeking an Associate Director to join our Administrative Services organization... ..., workforce planning, financial management, performance management, and...H1bWork at officeLocal area
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners... ...impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the...Work at office
- ...skilled individual to fill the newly created role of Manager, Accounting Services , reporting directly to the Director of Accounting. You will be responsible for... ...with international payments, multi-currency transactions, and tax compliance requirements Excellent communication...Full timeContract workPart timeWork experience placementWork at officeLocal areaFlexible hours
- Primary City/State:Phoenix, ArizonaDepartment Name: Banner Service Line-CorpWork Shift: DayJob Category:Strategy and ImprovementBanner... ...benefits. In addition, this position may be eligible for our Management Incentive Program as part of your Total Rewards package.Within...Full timeShift work
- CBRE Group, Inc. seeks a Vice President in Valuation & Advisory Services to lead appraisal analyses, prepare detailed valuation reports, and advise on property values across varied portfolio sizes. You will gather market data, ensure standards compliance, and communicate...
- ...Chief Operating Officer - Multi-Location Construction and Utility Services - Private Equity Ownership. Our client is a middle-market... ...business. As COO, you will be a strategic partner to the CEO and will manage all field services including schedules and equipment. You will...
$34 - $38 per hour
...HR Services Coordinator DLA Piper is, at its core, bold, exceptional, collaborative... ...retirees on payroll, benefits, other HR transactions, and policy related questions. Handles... ...and information. Knowledge base and case management tools will be utilized to assist in...Hourly payLocal areaRemote work$165k - $180k
.... We provide specialized services in interim management, restructuring, revenue cycle... ...a performance improvement advisory capacity, we draw on deep... ...you will contribute As a Director you will be a "player-... ...potential value levers in M&A transactions based on industry...Full timePart timeWork experience placementInterim roleFlexible hours- ...and compassionate leader to guide our Dialysis Services team. Position Overview : As the Executive Director of Dialysis Services , you will oversee the administration... ...work environment. Budget and Planning : Manage operational and capital budgets, ensuring...Relocation package
- ...leading independent technology and service platform powering savings... ...1: Position SummaryThe Director of Government Savings Operations... ...associates, team leads, and managers while also providing oversight... ...escalationsOversee a diverse range of transaction processing and client service...Full timeSecond jobRemote work
- Chief of Staff to the Managing Director of AI Phoenix, AZ Location: US or Canada Type: US Applicants... ...conviction in every engagement. From advisory and tooling to implementation and... ...that can be deployed at scale Client Service Delivery & Organizational Rollouts Own...Full timeFor contractorsFor subcontractorRemote work
$198k - $357k
...to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our... ...are, join our team.KPMG is currently seeking an Associate Managing Director to join our Enterprise Contracting Center Technology team....Contract workH1bLocal area$40k - $45k
...professional to join our team as Patron Services and Development Associate,... ...Reports To: Associate Director of Patron Services FLSA... ...Process matching gifts, electronic transactions, and stock/securities... ..., and digital communication Manage timely distribution of benefits...Full timeWork at officeFlexible hoursNight shift- ...Managing Director, Capital Markets About the Company Industry leader in underwriting and... ...securities. Industry Financial Services Type Privately Held About the... ...originating and executing corporate debt transactions, as well as a deep understanding of...
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