Managing Director, M&A Advisory
Confidential
Managing Director, M&A Advisory
About the Company
Full-service financial advisory platform serving middle-market companies with M&A, capital markets, and valuation services.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Managing Director for M&A Advisory. The successful candidate will be a senior-level M&A professional with a proven track record in deal origination and execution. Key responsibilities for this role include leading M&A and capital markets transactions across various sectors, managing the deal process from start to finish, and building and maintaining relationships with business owners, investors, and referral sources. The role demands a candidate with a strong network, the ability to work independently, and a high level of performance in a remote-first, entrepreneurial environment. The ideal candidate for the Managing Director position at the company will have a background that demonstrates the ability to source, pitch, and close middle-market transactions. An established network of business contacts and an entrepreneurial mindset are essential. The role requires a professional who is comfortable with performance-based compensation, can manage multiple deals simultaneously, and is both collaborative and team-oriented. Experience in a remote work setting or the ability to thrive in a distributed team environment is also a key aspect of the candidate profile. This is an opportunity to join a high-caliber M&A platform that values institutional expertise and offers the freedom to operate with entrepreneurial flexibility.
Functions
- Finance
$175k - $200k
Vice President, Accounting Advisory About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting... ...with private equity firms, business operators, and management teams through strategic events including...SuggestedWork at office$150k - $200k
Vice President - Transaction Advisory Services Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting... ...private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions...SuggestedShift work$150k - $200k
...is seeking a Vice President in Transaction Advisory Services in Los Angeles, responsible for directing financial due diligence and managing teams. Candidates should have over 7 years... ...candidate will thrive in a fast-paced M&A environment and align with the firm’s values...Suggested$250k - $375k
...Description Summary As a Managing Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter...SuggestedTemporary workWork at officeLocal areaFlexible hours$250k - $350k
...Tax Managing Director, Transaction Advisory Services The Tax Managing Director, Transaction Advisory Services is an essential team member that will... ...will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal...SuggestedWork at office$215.95k - $409.42k
Managing Director - CFO Accounting Advisory page is loaded## Managing Director - CFO Accounting Advisorylocations: USA CA Irvine 2050 Main St: USA CA Los Angeles 11150 Santa Monica Blvdtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR105779# **Overview...Interim roleWork at officeLocal areaWorldwideFlexible hoursNight shiftAfternoon shift$215.95k - $409.42k
A leading advisory firm is seeking a dynamic Managing Director for their CFO Accounting Advisory practice. The role focuses on advising clients on complex accounting matters and financial instruments, primarily in the private equity sector. The successful candidate will...- ...learning experiences for children and families. We are preparing for late spring/summer programming and are seeking 1–2 Founding Advisory Board Members to support our early-stage growth. This is a strategic, low-lift advisory role for professionals who care about education...Summer workRemote workFlexible hours
$206.72k - $243.2k
Ascent Managing Director Client Advisory page is loaded## Ascent Managing Director Client Advisorylocations: Los Angeles, CAposted on: Posted Yesterdaytime left to apply: End Date: June 5, 2026 (30+ days left to apply)job requisition id: 2026-0008221At U.S. Bank, we’re...Temporary workLocal area- ...integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services... ...), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and... ...transformation and transaction scenarios (M&A, carveouts, operating model transformation...Interim roleWork at officeRelocation
$220k - $250k
...Managing Director, Risk Advisory Services Job Summary The Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing...Contract workWork at office- REO Capital, LLC, located in Beverly Hills, is seeking advisory board members to provide leadership and strategic governance as part of its mission to grow and support its capital raising efforts. Members will assist with developing strategic plans, attending quarterly...
$150k - $200k
...Palm Tree Palm Tree is a modern M&A value creation firm that integrates... ...firms, business operators, and management teams through strategic events... ...maintaining close alignment with Directors and Managing Directors. Unlike Accounting Advisory, which focuses on technical...- ...that empowers you to excel. Kroll’s M&A Advisory service line is a leading middle-market... ...and develop Staff, Vice Presidents and Directors Individuals will be assigned a wide... ...Demonstrated experience with managing of day to day aspects of client relationships...Remote work
$200k
...Managing Director Or Director At Stout, we're dedicated to exceeding expectations in all we do we call it Relentless Excellence. Both... ...join our Transaction Opinions practice within the Valuation Advisory group. This senior leadership position represents a key part...Local areaFlexible hours- ...investment banking, experience in VC/PE firms, or corporate finance/M&A advisory, and a proven track record in strategic financial planning. The VP of Finance will also oversee the accounting function, manage a Controller, and work closely with the CFO on mid and long-term...
$250k - $275k
...team of professionals to deliver quality advisory services to a range of clients across the... ...with a focus on Mergers & Acquisitions (M&A) and will play a crucial role in supporting... ...curiosity. Demonstrated client and team management skills. Compensation Expected base salary...Work experience placementWork at office- Stout Risius Ross, LLC in Los Angeles is seeking a Manager who will lead Accounting & Reporting Advisory engagements, focusing on client deliverables and operational efficiency. The ideal candidate will have a Bachelor degree in Finance or Accounting, extensive knowledge...
$175k - $200k
Palm Tree LLC is seeking a Vice President of Accounting Advisory in Los Angeles. The role involves leading client engagements, managing teams, and delivering high-quality accounting services. Ideal candidates will have extensive technical accounting knowledge and experience...- ...As a Managing Director in our Emerging Middle Market Coverage Investment Banking team, you will assume a pivotal leadership... ...full suite of Investment Banking products including M&A, Equity, Debt, and other advisory services. We define Emerging Middle Market as companies...
- ...As a Managing Director in our Emerging Middle Market Coverage Investment Banking team, you will assume a pivotal leadership... ...full suite of Investment Banking products including M&A, Equity, Debt, and other advisory services. We define Emerging Middle Market as companies...
$265k - $325k
...Deals – Healthcare - Payor Services – EYCA – Investment Banking - Managing Director Ernst & Young Capital Advisors, LLC (EYCA) offers... ...Banking group, you’ll provide clients with advice on all aspects of M&A and capital markets alternatives through highly focused industry...Work experience placementSummer holidayWork at officeFlexible hours$190k - $335k
BDO USA is looking for a Tax Managing Director in Los Angeles, California, responsible for advising clients on tax implications and managing compliance while supervising teams. This role also involves significant client interaction and development of tax strategies to minimize...- ...Managing Director, Investment Banking About the Company Specialty boutique middle market investment bank with strong specialized sectors... ...responsible for conducting business development, originating M&A transactions, and maintaining strong client relationships within...Immediate startRemote work
$285k - $300k
...approximately $53billion of assets under management as of December31,2025. The group’s... ...industry coverage professional at the Managing Director level to join the Global Liquid Credit... ...finance, sell‑side research, restructuring advisory, and/or principal investing experience....Temporary workWork at officeLocal areaFlexible hoursShift work$220k - $250k
...BDO is seeking a Managing Director for Risk Advisory Services to lead high-value Internal Auditing projects. Responsibilities include guiding audit teams, enhancing client relationships, and developing new business opportunities. The successful candidate will have at...$220k - $250k
A renowned audit firm in California seeks a Managing Director for Risk Advisory Services. This role requires an individual with at least 10 years of experience in public accounting, strong analytical skills, and proven leadership abilities. The Managing Director will oversee...$190k - $225k
...analytics needed to scale the business, support M&A and integration activity, and deliver... .... Direct treasury and working-capital management, including cash forecasting, covenant compliance... ...senior finance role (Controller, Finance Director, or VP) within a manufacturing...Permanent employmentContract work$400k
...Independent Multi-Family Office in Southern California seeks a Managing Director to solve for next generation succession planning, providing... ..., business succession planning, bill pay, philanthropic advisory and risk management. $400,000+ Compensation Package Significant...Work at office- ...Investment Banking Managing Director About the Company High-performing investment banking firm specializing in middle market healthcare... ...healthcare sector. A proven track record of successfully closing M&A and capital markets transactions is essential, as is a strong...Bank staff
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