Managing Director, Transaction Advisory Services
Confidential
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 Director for Transaction Advisory Services (TAS) to lead and drive impactful M&A advisory services, particularly within 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 who can leverage extensive industry expertise and innovative strategies to deliver exceptional client solutions. The Managing Director will also be tasked with building and growing a team, contributing to a culture of inclusivity and excellence, and ensuring the quality of client deliverables through meticulous attention to detail and effective decision-making. Applicants for the Managing Director, TAS position at the company should have a Bachelor’s degree in business, finance, or a related field, with an MBA preferred. A minimum of 10 years' experience in M&A advisory services, particularly within middle-market transactions, is required. The role demands a proven track record in generating new business and cultivating client relationships, as well as proficiency in MS Office applications. Strong leadership and management skills, excellent communication abilities, and experience in marketing services to enhance the organization's visibility and reputation are essential. The ideal candidate will have a background in technology, industrials, consumer, healthcare, ADG, and business services, and be adept at managing day-to-day aspects of client relationships and projects to ensure seamless execution and client satisfaction.
Functions
- Finance
- Business Development
$195.42k - $370.53k
...The KPMG Advisory practice is at the forefront of transformation... ...seeking a Technical Director - Accounting Advisory Services in Accounting Advisory... ...advisory assistance on transactions involving consolidation,... ...development team of associates to managers around similar technical...SuggestedH1bLocal area$125k - $145k
...Experienced Manager, Strategic Projects, Accounting Advisory Services The Experienced Manager, Strategic Projects, Accounting Advisory Services manages... ...applies accounting knowledge by properly recording transactions in a general ledger Understands the technology...SuggestedWork at office- ...Vice President, Transaction Advisory & Financial Due Diligence About the Company A premier financial advisory firm serving insurance, wealth management, and financial services clients. Industry Financial Services Type Privately Held About the Role...Suggested
$120k - $150k
...people, willing to listen to your ideas. CFO Advisory Services focuses exclusively on the office of the... ...with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting Lead and manage projects while coordinating directly with...SuggestedFull timeContract workWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Managing Director, M&A Advisory About the Company A full-service financial advisory platform serving middle-market companies across industries nationwide.... ...originating and leading M&A and capital markets transactions across various sectors. Key responsibilities include...SuggestedRemote work
$85 - $95 per hour
...for clients Demonstrates an ability to manage multiple client stakeholders... ...Recognizes and offers additional appropriate BDO services to clients Other duties as required... ...impact. BDO provides assurance, tax, and advisory services to clients across the U.S. and...Full time$41 - $45 per hour
...growing Accounting and CFO Advisory (ACFO) practice. Interns will... .... They are passionate about managing the accounting, finance and... ...controller, and CFO advisory services to early and mid-stage companies... ...meetings Assisting with transaction processing Assisting...Hourly payFull timeSummer workCasual workInternshipSummer internshipWork at office3 days per week$225.25k - $265k
...Job TitleManaging Director, Project & Development ServicesJob Description SummaryThe Sub... ...with Marketing, PDS leadership, and other service lines.Represent the sub‑region at... ...key talent.Partner with HR on performance management, succession planning, and team engagement...Minimum wageFull timeFlexible hours- ...Managing Director, Financial Services About the Company Established financial services platform with infrastructure, specialists, and support... ...favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The...Full timeWork at office
$155k - $410k
...workforce consulting focus on providing consulting services related to human resources, talent management, and organisational development. They analyse client... ...create an atmosphere of trust and innovation. As a Director, you will demonstrate thought leadership in payroll...Temporary workH1b- ...Banking Vice President, ESOP Advisory About the Company... ...businesses. Industry Financial Services Type Privately Held... ...end-to-end execution of ESOP transactions, recapitalizations, and M&A... ...transaction counterparties, managing financial analysis, valuation...Remote work
$123.98k - $283.25k
...stand for as a firm.KPMG is currently seeking a Senior Manager to join our Global Mobility Services (GMS) practice. Responsibilities:Assist clients in identifying and quantifying refund opportunitiesProvide advisory services to clients by assisting them in proper...Work at officeLocal area- ...role, the individual will serve as a Client Service Leader, advancing advisory services for priority clients as well as an Executive Director, leading a key client organization in... ...advisory services and technical expertise, manage portfolio performance, and ensure...Full timeTemporary workShift work
$400k
...enterprise clients. With a robust portfolio of security advisory, integration, and managed services, we help clients protect their digital assets and... ...Vendor & Partner Alignment Work in partnership with the Director of Strategic Security Partners (and security alliances...Full timeWork at office- ...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...
- ...Vice President, Real Estate & Workplace Services About the Company A complex organization managing a large corporate real estate portfolio and workplace operations... ...have a strong background in portfolio planning, transactions, lease management, facilities operations, and...
$171.5k - $245k
...looking for a Principal Product Manager, Cloud Reliability and Cloud... ..., CA role, reporting to the Director, Product Management in the... ...architecture to 1 trillion transactions and beyond, ensuring our... ...experience with cloud-native services at hyper-scalers or major SaaS...Full timeWork at officeLocal area$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients on... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...chance to work at the forefront of tax advisory, where your knowledge will directly impact...H1b$256.4k - $342.3k
...our platform every day. As Senior Director, Global Head of Privacy Advisory, you will lead a world-class global... ...its global marketplace, marketplace services, and payments infrastructure— advising... ...senior levels of the company and managing a talented team of privacy legal...Immediate startRemote workVisa sponsorship- Director, Channel Service SalesThis role has been designated as ‘Remote/Teleworker’, which means you will primarily work from home.Who We Are:Hewlett... ...are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together,...Full timeWork experience placementWork at officeLocal areaImmediate startRemote workWork from home
$229.24k
...shape your own future. KPMG is currently seeking a Managing Director to join our Business Tax Services practice.Responsibilities:Play a key role in... ...Private Enterprise Tax practiceDirect tax compliance and advisory services for privately owned partnerships, corporations...Private practiceLocal area$151.66k - $227.2k
...innovation across HR.What You Can ExpectThe Head of Global People Services plays a foundational role in this org. This leader is... ...more intuitive, self‑service-first experience for employees and managers.Lead global HR service delivery across self‑service (Tier 0), service...Permanent employmentFull timeInternshipWork from home- ...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...
$70k - $90k
...the confidence to reach further.OverviewThe Senior Account Services Manager is responsible for portfolio management, credit monitoring,... ...TikTok, Tencent Pay, and Supply Chain Financing programs.Analyze transaction flows, payment volumes, client business models, and...Full time$133.3k - $215.6k
...most secure environment for our customers’ digital transactions. In this role, you’ll continue building on our... ...their repeat business and future endorsement.As the Manager, Technical Customer Support, Focused Services, you will lead, empower, and build trust within a...Full timeWork at officeShift work$201.81k - $382.6k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...LLP (Baker Tilly) provide professional services through an alternative practice structure... ...Baker Tilly (BT) as a High Net Worth Tax Managing Director ! Our private wealth practice...Private practiceLocal areaWorldwide$208.3k - $281.8k
...worldwide. You will be responsible for revenue and adoption of the services. You'll use your passion for technology and solving customer... ...an exciting offering for customers.As a Principal Product Manager Technical ES, you will be part of the larger product leadership...Local areaWorldwideFlexible hours$198k - $357k
...to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our... ...are, join our team.KPMG is currently seeking an Associate Managing Director to join our Enterprise Contracting Center Technology team....Contract workH1bLocal area- ...Managing Director, Capital Markets About the Company Industry leader in underwriting and... ...securities. Industry Financial Services Type Privately Held About the... ...originating and executing corporate debt transactions, as well as a deep understanding of...
- ...Provides outsourced CFO and financial advisory services to growing construction businesses.... ...who is passionate about moving beyond transactional accounting. Key responsibilities for the... ...financial statement delivery, building and managing KPI-driven financial forecasts, and...Remote work
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