Managing Director, Transaction Advisory Services
Confidential
Managing Director, Transaction Advisory Services
About the Company
Globally recognized organization providing transaction advisory services with extensive resources and collaborative teams.
Industry
Accounting
Type
Partnership
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 for 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 with a minimum of 10 years' experience in M&A advisory services, a Bachelor's degree in business, finance, or a related field, and an MBA is preferred. The Managing Director will be expected to collaborate with regional teams across multiple countries, build and grow their own franchise, and contribute to a culture of inclusivity and excellence. Key responsibilities include developing and executing sales and marketing strategies, mentoring and developing staff, ensuring the quality of client deliverables, and managing day-to-day aspects of client relationships and projects. The ideal candidate for the Managing Director, TAS position at the company will have a proven track record in generating new business, cultivating client relationships, and a strong proficiency in MS Office applications. They should possess excellent leadership and management skills, with the ability to lead within a matrixed organization, and have experience in marketing services to enhance the organization's visibility and reputation. The role demands a leader who can communicate complex regulatory, financial, and strategic issues clearly, and who is adept at engaging with diverse teams and clients to ensure successful outcomes. While not mandatory, preferred sector experience includes technology, industrials, consumer, healthcare, ADG, and business services. The position is well-suited for a candidate who can position themselves as a leader in a hybrid work environment, balancing flexibility and collaboration.
Functions
- Finance
- Business Development
- ...Job Description Job Description Director, Transaction Advisory – Healthcare Hybrid | Southeast Preferred... ...its healthcare Transaction Advisory Services (TAS) team and is hiring a Director... ...across healthcare deals Manage client relationships and engagement teams...SuggestedFlexible hours
$215k - $270k
...Tax Managing Director, Private Client Services Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering... ...S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S...SuggestedPrivate practiceWork at office$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...SuggestedWork experience placementInternshipLocal area- ...Managing Director, Office of the CFO At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are... ...middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services...SuggestedInterim roleWork at officeRelocation
$150k - $225k
...Description PEPI - CFO Services - Director OVERVIEW: A&M CFO Services work... ...Planning Performance Measurement & Management Business Transformation Auxiliary... ...Controllership, Finance and Accounting Advisory Services ACCREDITIDATION/EXPERIENCE...SuggestedPart timeFlexible hours$102.1k - $187k
...build a better working world. Tax Services Manager - Financial Services Office - Customer... ...The opportunity Our Business Tax Advisory practice gives you the opportunity to... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally...Summer holidayWork at officeRemote workFlexible hours$215k - $270k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive... ...cash‑flow, retirement, and life insurance planning. A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing...Private practiceWork at office- ...OVERVIEW A&M CFO Services works with private equity‑held portfolio companies to provide solutions that preserve and generate value for... ...Strategic Analytics & Planning Performance Measurement & Management Business Transformation Auxiliary Services: Accounting Remediation...
- ...Advisory Board Member About the Company Global organization increasing the accessibility... ...Industry Non-Profit Organization Management Type Non Profit Founded... ...on proposed motions, prior to Board of Directors vote Engaging in an assigned Steering...
- ...Are you experienced in loan servicing or healthcare revenue cycle? Our healthcare FinTech client in Nashville,... ...is a critical, detail-driven role responsible for managing day-to-day loan servicing and transactional workflows. This Loan Servicing Representative position...Live inRemote work
- ...businesses. Our digital HR technology and advisory solutions cater to the changing needs of... ...Selling Company's products and services by developing new clients and increasing... ...local marketing programs directed by Sales management for the purpose of seeking new clients and...Local areaFlexible hours
- ...curiosity, passion, and optimism. Come join us in keeping the Patient at the Heart of Everything We do. Job Title Executive Director, Site Payment Services Job Introduction At Parexel, we are a leading Clinical Research Organization company specializing in delivering life-...Flexible hours
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- ...Director Of People Operations The Director of People... ...of human resource management and personnel administration... ...goals. Provides advisory support on... ...faculty and staff employee transactions, including hiring, transfers... ...title or role - is in service to an important and noble...Full timeWork at office
$122.4k - $165.6k
...assist and guide our Delivery Service Partner (DSP) business owners... ...Consultant (BC), you will manage a portfolio of Delivery Service... ...operations managers, program directors, compliance officers, legal counsel... ...Excellence & Financial Advisory • Lead DSP owners through critical...For contractorsSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week- ...Vice President, Clinical Services About the Company Top telehealth weight loss program Industry Hospital & Health Care... ...marketing with clinical narratives and outcomes. Hiring Manager Title COO Functions Medical Care/Hospital Administration...
$156k
...Position Summary: We are seeking a highly driven, hunteroriented Business Development Manager to aggressively grow our service business with new customers across Food & Beverage, Canning & Container, Intralogistics, and Home & Personal Care markets. This role is...Contract workRemote workWorldwideRelocation- ...Vice President, Pharmacy Services About the Company Innovative healthcare network serving the local community Industry... ...Pharmacy Services to play a pivotal role in the standardization and management of drug and therapeutic services within a patient-centric,...Local area
$124k - $335k
...Specialty/Competency: International Tax Services Industry/Sector: Not Applicable Time... ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...Maintain operational excellence in tax advisory services Interact with clients at a senior...Full timeH1b- ...Vice President, Scientific Services About the Company Respected provider of high-quality medical communications services... ...communications, as well as experience in driving business growth and managing complex, multi-account portfolios. The ideal candidate will be...
- ...Lendmark Financial Services At Lendmark Financial Services, we believe the success... .... Prepare reports, correspondences, transaction documentation, and record and file documentation... ...all other duties as assigned by management. Basic Requirements ~ High School...Work at office
- ...an annual bonus incentive As the Vice President of Transplant Services , you will serve as the executive leader responsible for the strategic... ..., counseling and peer support, spiritual care and stress management resources Family support: parental leave, adoption assistance...Local area
- ...Vice President, Clinical Services About the Company Innovative homecare company specializing in technology & complex patient needs... ...with owning clinical quality, compliance, and performance management, and will be expected to develop and hold senior clinical leaders...
- ...Vice President of Managed & Professional Services About the Company Innovative provider of software solutions for public transit & healthcare industries Industry Computer Software Type Privately Held Founded 2019 Employees 201-500 About the...
- ...Vice President, Healthcare Services About the Company Private equity firm focused on majority control buyouts in healthcare services... ...Services team, which is dedicated to physician practice management, behavioral health, care management, outpatient rehabilitation...Remote work
- ...Vice President, Sales, Service and Retail Development About the Company Reputable food wholesale & retail distribution organization... ...functions, including operations, supply chain, category management, marketing, and finance, to ensure the success of the business...
- ...Vice President of Operations, Quick Service Restaurant Franchise About the Company... ...coaching, and developing the Operations Directors, as well as ensuring compliance with company... ...have a proven track record in project management, be adept at using Microsoft Office, and...Casual workWork at office
- ...Client Accounting Services Supervisor Who: An experienced accounting professional with 5–7 years of progressive... .... What: Oversee daily accounting operations, manage month-end close, review team work, provide advisory services, and support financial reporting and analysis...Full timeWork at officeImmediate start
$70k - $85k
...Job Description: Title: People Programs Lead – People Services Fully Remote: candidates in Eastern or Central Time Zones... ...initiatives, employee engagement, onboarding, and performance management programs. This position serves as the operational engine behind...Work at officeRemote work- ...Managing Director, Human Resources Consulting About the Company Globally acclaimed provider of HR consulting services Industry Management Consulting Type Privately Held About the Role The Company is seeking a Managing Director for its...Remote work
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