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
- ...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
- ...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
- ...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...
- ...commercial growth, operating model reinvention, M&A and integration, and AI-enabled decision... ...outcomes.The WorkAs an Associate Director, you will lead CEO- and C-suite-level strategy... ...and AI, technology, talent, and change management.Ensure engagement quality, timeliness,...Full timeLive inWork at officeLocal area
- ...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
- ...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...
- ...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
- ...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...
- ...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
- ...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...
- ...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
- ...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
- ...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...
- ...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...
- ...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, 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...
- ...tax strategy to responsibly optimize the effective tax rate while managing risk and maintaining full compliance.Lead tax planning for tax-... ...with external advisors such as KPMG.Provide tax guidance on M&A, new business lines, entity structuring, and intercompany transactions...Local area
- ...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...
- ...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...
$130k - $150k
...overall strategy, operations, and execution to achieve revenue growth, profitability, and customer satisfaction goals. Own and manage full P&L accountability, driving sustainable revenue growth and profitability. Drive operational efficiency and excellence across...Temporary workFor contractorsLocal area- ...Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a...Visa sponsorship
$243k - $356.4k
...strengthen how health is understood and managed, and support the communities we serve. This... ...cardio-renal portfolio. The Executive Director will report to the Senior Vice President... .... Support the planning of symposia, advisory board meetings, and other meetings with...Local areaWorldwideFlexible hours- ...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...
- ...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...
- ...Executive Director About the Company A national philanthropic initiative dedicated... ...Industry Non-Profit Organization Management Type Non Profit Employees 51-... ...role involves close collaboration with an Advisory Board, clinicians, researchers, families...Remote work
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