Managing Director, M&A Advisory
Confidential
Managing Director, M&A Advisory
About the Company
A full-service financial advisory platform serving middle-market companies across industries nationwide.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Managing Director for M&A Advisory. This senior-level role is pivotal in the firm's full-service financial advisory platform, which integrates investment banking, private capital, and valuation services. The successful candidate will be a proven deal maker, capable of originating and leading M&A and capital markets transactions across various sectors. Key responsibilities include managing the entire deal execution process, from initial engagement to closing, and building and maintaining relationships with business owners, investors, and referral sources. The role demands a professional with a strong network, a track record of successful deal closures, and the ability to thrive in a high-performance, remote-first culture. The ideal candidate for this position at the company will have a proven ability to source, pitch, and close middle-market transactions, and an established network of business owners, investors, and intermediaries. An entrepreneurial mindset, a desire to operate independently, and comfort with performance-based compensation are essential. The role also requires strong execution skills, the ability to manage multiple deals concurrently, and a collaborative, team-oriented approach with a long-term partnership mentality. Experience in remote work or the ability to excel in a distributed team environment is a key attribute. This is an opportunity to join a dynamic organization that values strategic guidance in mergers and acquisitions, capital markets, and special situations, and is known for its hands-on, data-driven, and client-focused approach.
Functions
- Finance
- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers and acquisitions advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for M...Suggested
- ...Managing Director About the Company Ambitious private equity firm specializing in vertical software business acquisitions Industry... ...technology software investment mergers and acquisitions m&a and vertical market software About the Role The...Suggested
- ...Vice President of Advisory Operations About the Company Leading provider of benefits administration & health care management solutions Industry Computer Software Type Subsidiary of a Public Company Founded 2004 Employees 5001-10,000 Funding...SuggestedShift work
- ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused... ...transactions, recapitalizations, and M&A advisory engagements. This role involves... ...clients and transaction counterparties, managing financial analysis, valuation work, transaction...SuggestedRemote work
- ...Managing Director, Business Development About the Company Globally recognized provider of strategic advisory services for arts organizations Industry Performing Arts Type Privately Held Founded 2019 Employees 11-50 Specialties museums...Suggested
- ...Company Global SaaS company scaling enterprise software with M&A and profitable growth. Industry Computer Software Type... ...role demands a leader who can partner effectively with Boards of Directors and is adept at driving shareholder value. A Bachelor's degree is...
- ...the Company Rapid-growing software company specializing in M&A & growth services Industry Computer Software Type Privately... ...ideal candidate will have a strong understanding of pipeline management, performance marketing, demand generation, and CRM/reporting...
- ...Vice President of Product Management About the Company Rapid-growing software company specializing in M&A & growth services Industry Computer Software Type Privately Held, VC-backed Founded 2016 Employees 1001-5000 Specialties software...
- ...Vice President of Corporate Development About the Company Private equity-backed property management platform seeking to scale through M&A. Industry Real Estate Type Privately Held, Private Equity-backed About the Role The Company is in search of...
- ...end finance and accounting functions. This includes FP&A, cash management, budgeting, month-end close, all financial analysis, and finance... ...record in debt and equity financing, vendor negotiations, and M&A. Hiring Manager Title CEO Functions ~ Finance Confidential
- ...revenue, and deep expertise in financial modeling. Familiarity with M&A environments and advanced data mastery, including the ability to... ...PE sponsors in a fast-paced, high-accountability environment. Hiring Manager Title CFO Functions ~ Finance Confidential
- ...also involves evaluating the financial impact of strategic initiatives, optimizing financial systems, and playing a significant part in M&A activities. The ideal candidate will have a minimum of 10 years' experience in a similar role, with a strong background in financial...Remote work
- ...candidate will be responsible for developing and executing a robust M&A strategy that is in line with the company's growth objectives.... ...and integrations, as well as strong leadership and stakeholder management skills. Financial and operational oversight, including driving...
- ...involves leading cross-functional financial workstreams related to M&A integration and providing strategic insights to enhance... ...controls background, and proficiency with accounting and AP/spend management platforms. The role demands the ability to operate autonomously...
- ...Corporate Development About the Company Accomplished property management firm Industry Real Estate Type Privately Held... .... The successful candidate will be responsible for leading the M&A execution process and supporting the sourcing of acquisition targets...
- ...leadership role in the development and execution of the organization's M&A strategy. The successful candidate will be responsible for... ...transactions through the full M&A lifecycle and the ability to manage multiple deals simultaneously. Core competencies include being strategic...Work from home
- ...initiatives. Key responsibilities for the VP, Finance include FP&A, management reporting, budgeting, and resource allocation, as well as... ...experience in B2B services, education, technology-enabled services, M&A, fundraising, or transactional work is helpful, it is not a...Summer work
- ...Managing Director, Chief Technology Officers Practice, Retained Search About the Company Dynamic executive search firm specializing... ...significant experience in retained executive search or a related advisory environment, capable of running complex search processes...
- ...improvements, and scalability initiatives, and to support the company in M&A activities and complex business transactions. Applicants for the... ...in shaping the future of the rapidly expanding business. Hiring Manager Title CFO Functions ~ Finance Confidential
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...
- ...Managing Director, Tax Investor Coverage About the Company Innovative capital markets technology (FinTech) company Industry Information... ...Funding $26-$50 million Specialties investments advisory tax equity transferable tax credits debt energy...Remote work
- ...Executive Director, Business Development, Aerospace & Defense Manufacturing About the Company... ..., including planning, investments, and M&A activities. Applicants must have a... ...role as the business expands. Hiring Manager Title CRO Functions Business Development...
$160k - $194k
...knowledge of the world's largest community of CIOs, and the assurance of Gartner objectivity and independence. What you will do Manage a portfolio of 28+ member relationships Leverage subject matter expertise to create service solutions for clients utilizing all ExP...Remote work- ...essential, as is the ability to lead and mentor a team. Experience in M&A due diligence and integration, particularly in a private equity-... ...in tax, audit, and compliance activities, and must be adept at managing multiple responsibilities in a dynamic, fast-paced environment....
- ...Managing Director, Executive Recruiting About the Company International executive search & human capital management firm Industry Staffing and Recruiting Type Privately Held, VC-backed Founded 1999 Employees 201-500 Categories Human Resources...
- ...late-stage private oncology biotech, or as a senior partner or managing director at a leading life sciences venture capital or crossover fund... ..., fundraising and capital markets strategy, strategic advisory to the CEO, and clinical and scientific oversight, making it...
- ...Managing Director About the Company Innovative IT solutions provider specializing in cloud services & enterprise transformation Industry Information Technology and Services Type Privately Held, Private Equity-backed Founded 2002 Employees 100...
- ...Company Influential provider of data, analysis, ratings & advisory services Industry Internet Type Non Profit Founded... ...cdfi loan funds due diligence and ratings impact management impact investing and data management About the Role...
- ...Interim Managing Director About the Company Internationally recognized organization specializing in testing, inspection & certification services Industry Management Consulting Type Privately Held Founded 1948 Employees 10,001+ Categories...Interim role
- ...Managing Director About the Company Influential network of Native Americans advancing equitable philanthropy in local communities Industry Non-Profit Organization Management Type Non Profit Founded 1989 Employees 11-50 Specialties philanthropy...Local area
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