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
$195.42k - $370.53k
...The KPMG Advisory practice is at the forefront of transformation... ...seeking a Technical Director - Accounting Advisory Services in Accounting Advisory... ...advisory assistance on transactions involving consolidation,... ...development team of associates to managers around similar technical...SuggestedH1bLocal area- ...- whether shaped by military service, community college education,... ...impact. Join us! Executive Advisory Services Overview: Executive... ...include tax research, transaction analysis, and partnering closely... ...each client. Reports to EAS Tax Manager. Job Description/...SuggestedWork at officeFlexible hoursShift workDay shift
- ...Managing Director, M&A Advisory About the Company A full-service financial advisory platform serving middle-market companies across industries nationwide.... ...originating and leading M&A and capital markets transactions across various sectors. Key responsibilities include...SuggestedRemote work
$110.7k - $226.13k
...Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how... ...equity compensation operations, or stock administration advisory servicesExperience in a corporate stock administration function...SuggestedLocal areaVisa sponsorship$106.9k - $171.1k
Job Description PostedCFO Advisory, Accounting Advisory Manager (Not-for-Profit)As a... ...professionals delivering advisory services tailored to not-for-... ...consolidation accounting, and other transaction or reporting needs Assist... ...such as boards of directors, finance committees, and...SuggestedFull timeWork experience placementLocal areaRemote work$106.9k - $171k
...continued growth within our CFO Advisory practice, Cherry Bekaert is... ...an Accounting Advisory Manager to join our national team. This... ...financial transformation, and transaction-related initiatives.Our industry... ...clients across Financial Services, Industrial & Consumer Goods,...Full timeWork experience placementLocal areaImmediate startRemote work$165k - $400k
...10 national professional services firm where our purpose is... ...through industry-focused wealth advisory, digital, audit, tax,... ...seeking a Principal or Signing Director to join our Transaction Tax practice.How you’ll... ...in this role: Manage and develop relationships...Full time$112.1k - $225.5k
...leading provider of professional services to the middle market... ...forecasting, valuation, and transaction-related analyses.Develops and... ...materials for executive, board, and management audiences.Serves as a... ...activities in a consulting, advisory, banking, or corporate environment...Full timeWork experience placementInternshipLocal area$250k
...President on our Healthcare Services team in New York, NY, San Francisco... ...experienceMeaningful M&A transaction experience requiredAbility... ...financial modelingClient management skillsAbility to build relationships... ...sponsors to provide advisory and financing services related...Full time$265k - $325k
..., LLC (EYCA) offers comprehensive investment banking services with access to a global network of EY mergers & acquisitions... ...services firms based on the number of completed transactions globally. As a Managing Director in the Healthcare Investment Banking group, you’ll...Full timeWork experience placementSummer holidayWork at officeFlexible hours$126.5k - $254.7k
...provider of professional services to the middle market... ....RSM is looking for a Director to join our Deals... ...practice with a focus in Transaction Accounting service line... ...business.Responsibilities:Manage multiple concurrent... ...financial or business advisory guidance to...Full timeWork experience placementInternshipLocal area- ...Managing Director, Financial Services About the Company Established financial services platform with infrastructure, specialists, and support... ...favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The...Full timeWork at office
- ...Grant Thornton is seeking an Accounting Advisory Manager to join our team in Chicago, IL.... ...that consult with Grant Thornton | Stax Transactions clients on complex accounting transactions... ...with clients about engagement and service expectations; resolving technical and...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week
$113k - $188k
Manager Advisory Services What will you be doing: The Manager works collaboratively within a team of highly qualified Advisory consultants to deliver performance improvement to healthcare systems. This position will be primarily responsible for performing billable...Full timePart timeFor contractorsWork experience placementLocal areaRemote work- ...Banking Vice President, ESOP Advisory About the Company... ...businesses. Industry Financial Services Type Privately Held... ...end-to-end execution of ESOP transactions, recapitalizations, and M&A... ...transaction counterparties, managing financial analysis, valuation...Remote work
$150k - $225k
...PEPI - CFO Services – DirectorA&M CFO Services work with private equity held portfolio companies... ...conclusions from analysesProject Management and ImplementationAbility to lead components... ...Controllership, Finance and Accounting Advisory ServicesAccreditation/Experience:...Part timeFlexible hours$132.8k - $212.4k
As a CFO Advisory Senior Manager, you will:Support the performance of engagements by managing and delivering timely and accurate accounting and... ...fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities...Full timeWork experience placementWork at officeLocal areaRemote work$132.8k - $212.4k
...result of continued growth within our CFO Advisory - Accounting Advisory practice, an opportunity has been created for a Senior Manager to join our national practice with hybrid... ...as well as a passion for superior client service, uncompromising integrity, and excellent project...Full timeWork experience placementLocal areaRemote work- As an Accounting Advisory Manager, you will:Support the performance of engagements by managing and delivering timely and accurategovernmental... ...fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities...Full timeWork experience placementWork at officeLocal area
$146.5k - $234k
...career paths - whether shaped by military service, community college education, or a... ...Join us!Job Description:The Treasury Advisory Executive (Director) is a senior member of the Global... ...Sales, Client Coverage, and Product Management teams, while maintaining a primary focus...Full timeWork at officeLocal areaFlexible hoursDay shift- ...- whether shaped by military service, community college education,... ...nature of the Sports Finance & Advisory team and attract candidates who... ...acquisition financings, and syndicated transactions. The CO will partner closely with relationship managers, product specialists, and risk...Work at officeFlexible hoursShift workDay shift
$179.5k - $280.5k
Position SummaryThe CFO Advisory Director leads the execution and quality assurance of accounting... ...for overseeing accounting positions, managing delivery timelines, and identifying risks... ...and proactively manage risks in client service deliveryDeliver timely, high-quality,...Full timeWork experience placementWork at officeLocal area$155k - $259k
...originating and capturing new revenue cycle operations and managed services opportunities, with a strong emphasis on white-space prospecting... ...exposure to revenue cycle operations, managed services, and transaction-heavy environments. Recognized expertise in healthcare...Full timeRemote workFlexible hours- ...career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...team. KPMG is currently seeking a Managing Director in Forensic for our Consulting... ...Monitorships: Direct complex historical transaction lookbacks, data remediations, and...Local area
$133k - $258k
CLA is a top 10 national professional services firm where our purpose is to create... ...through industry-focused wealth advisory, digital, audit, tax, consulting, and... ...each other.CLA is currently seeking a Manager/Director - Transaction Tax to join our Transaction Tax practice...Full time$132.8k - $212.4k
...result of continued growth within our CFO Advisory practice, an opportunity has been created for a Finance Transformation Senior Manager to join our national practice.Position... ...client relationships through additional services and solutions.Support executive presentations...Full timeWork experience placementWork at officeLocal areaRemote work- ...Consulting is a people-first management consulting firm partnering... ...leading healthcare and financial services organizations to drive... ...Manager -level M&A Valuation & Transaction Strategy leader to partner... ...· Big 4 Transaction Advisory · Healthcare Financial Due...Work at office
- Director HR AdvisoryThe Director, HR Advisor Americas provides strategic... ...of expert HR guidance, manager enablement, and scalable people... ...to our Sr Director HR Advisory and you’ll work out of our Charlotte... ...with a broad portfolio of services, solutions and products, underpinned...Temporary workWork at officeFlexible hours
$165k - $345k
...OhioJob SummaryManaging Directors in Public Finance are... ...expertise, and strong transaction execution capabilities... ...of a financing. Managing Directors serve as key... ...s product, sales, and service units work together to... ...improvements and client advisory frameworksDeep expertise...Full timeWork at officeFlexible hoursNight shift$132k - $150k
...of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the... ...Presidents, Heads of Commercial Real Estate, CPOs, Category Managers responsible for Corporate Real Estate/Technology/Indirect...Full timeContract workLocal areaRemote work
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