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
- ...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...Suggested
- ...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, Investment Banking About the Company Leading middle-market M&A advisory platform investing in growth and hiring senior bankers. Industry Capital Markets Type Privately Held About the Role The Company is seeking a Managing Director...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
- ...Senior Vice President, Advisory & Planning Operations About the Company Accomplished engineering & design firm specializing in construction management & strategic consulting Industry Professional Training & Coaching Type Public Company Founded 19...SuggestedLocal area
- ...Vice President, Strategy & Operations, Advisory Technology About the Company Progressive provider of regional real estate management services Industry Real Estate Type Public Company Founded 1917 Employees 10,001+ Categories Commercial Real...
- ...Investment Banking Vice President, ESOP Advisory About the Company Top tier ESOP advisory firm focused on employee ownership transactions... ..., and ownership transition transactions. This role involves managing financial analysis, valuation workstreams, due diligence, and...Remote workRelocation
- ...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...Remote 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...
- ...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...
- ...Managing Director, Financial Services About the Company Established financial services platform with infrastructure, specialists, and... ...favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The successful...Full timeWork at office
- ...Managing Director, Commercial Bank Strategic Planning Job Category : Relationship Management/Sales Requisition Number : MANAG012957 Posted : September 25, 2026 Full-Time Locations Showing 1 location Indianapolis HQ Indianapolis, IN 46240,...Full timeBank staffFlexible hours
- ...tax strategy to responsibly optimize the effective tax rate while managing risk and maintaining full compliance. Lead tax planning for... ...with external advisors such as KPMG. Provide tax guidance on M&A, new business lines, entity structuring, and intercompany transactions...Local area
$160k - $194k
...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...Remote workWorldwide- ...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
- ...manufacturing commercial banking sba loans treasury management specialty banking education banking and payments Business... ...on corporate development, such as identifying and executing M&A opportunities, and requires a high level of proficiency in...
- ...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
- ...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
- ...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...
- ...improvement, and will be instrumental in supporting future growth and M&A activities. Applicants for the Vice President of Finance &... ...accounting talent in a collaborative, high-performing culture. 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
- ...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...
- ...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...
- ...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
- ...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...
$150.9k - $387.8k
...commercial growth, operating model reinvention, M&A and integration, and AI-enabled decision... ...outcomes. The Work As an Associate Director, you will lead CEO- and C-suite-level... ...and AI, technology, talent, and change management. Ensure engagement quality, timeliness...Full timeLive inWork at officeLocal area- ...Job Description Job Description The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships...Night shift
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