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
- ...established public accounting firm providing tax, accounting, and advisory services to closely held businesses and individual clients. The... ...advisor to clients. The Firm Operations & Client Advisory Manager will oversee the firm's accounting and tax professionals, ensure...SuggestedWork at office
- ...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
- ...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...
- ...leader and key partner to the Chief Executive Officer and senior management team. The COO will be responsible for scaling the company's... ...platform. This role is pivotal in driving growth through disciplined M&A execution, leading post-acquisition onboarding, and...Local areaRemote work
- ...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...
$50k
...advancement of the Presidential initiatives, enterprise risk management, KPI tracking, special projects, and priorities. This role involves... .../coordinator and mentor for the following groups: Staff Advisory Council, Staff Emergency Fund, Association of Retired Faculty...Temporary workBank staffWork at officeFlexible hours- ...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...
- ...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
- ...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
- ...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...
- ...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...
- ...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
- ...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...
- ...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
- ...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
$198k - $357k
...place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...we are, join our team.KPMG is currently seeking an Associate Managing Director to join our Enterprise Contracting Center Technology team.Responsibilities...Contract workH1bLocal area- ...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...
- ...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, 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
- ...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...
$166.73k - $283.25k
...Senior Managing Director Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines...Work at officeFlexible hoursShift work- ...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...
- ...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
- ...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
- ...the development of innovative solutions. Will be responsible for managing a portfolio of products offered to financial institutions and... ..., reporting findings to senior management to help drive client advisory board discussions.Collaborate with cross-functional teams to drive...Full timeWork experience placement
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