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
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- ...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...Shift work
- ...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
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...a Senior Lead Business Growth Strategy Consultant - Treasury Advisory Payables Product Solution Specialist (PSS) within Global Payments... ...on solutions, e.g., within C&R and TMTPartner with Treasury Management Consultants, Relationship Managers, and GPL teams to identify...Full timeWork experience placement- ...place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...future as we are, join our team. KPMG is currently seeking a Managing Director to join our Accounting Methods and Credit Services practice....Local area
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- ...business through a phase of organic growth, commercial expansion, and M&A. The successful candidate will be responsible for developing and... ...flooring products and accessories, and a proven track record in managing and growing a business within national retail and distribution...
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...Charlotte. The Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and... ...and direct interaction with senior bankers and executive management teams.Key ResponsibilitiesExecute buy-side and sell-side M...Full timePart timeLocal area- ...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
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$240k - $290k
...enterprise privacy program, ensuring the organization effectively manages privacy and information-related risks and meets or exceeds... ...servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm...Full timeWork from home- ...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
- ...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...
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- ...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
- ...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...
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