Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director, Transaction Advisory Services

Confidential

Managing Director, Transaction Advisory Services

About the Company

Globally recognized organization delivering transaction advisory services with extensive resources and collaborative hybrid culture

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 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 a team, and contribute to a culture of inclusivity and excellence. Key responsibilities include developing and executing sales and marketing strategies, mentoring 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. Experience in the technology, industrials, consumer, healthcare, ADG, and business services sectors is preferred. The role demands a leader with excellent communication skills, the ability to represent diverse communities effectively, and a strong background in managing client relationships and projects to ensure high-quality deliverables. The candidate should be adept at communicating complex regulatory, financial, and strategic issues and be capable of leading a team in a hybrid work environment that balances flexibility and collaboration.

Functions

  • Finance
  • Business Development
Confidential
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Managing Director, Transaction Advisory Services in San Diego, CA vacancy
  •  ...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

    Confidential

    San Diego, CA
    4 days ago
  •  ...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... 
    Suggested
    Remote work

    Confidential

    San Diego, CA
    1 day ago
  •  ...Transaction Advisory Services: Financial Due Diligence – Managing Director   CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across... 
    Suggested
    Full time

    CFGI

    San Diego, CA
    22 hours ago
  •  ...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... 
    Suggested
    Full time
    Work at office

    Confidential

    San Diego, CA
    2 days ago
  •  ...Investment Banking Vice President, ESOP Advisory About the Company Top tier...  ...firm focused on employee ownership transactions and advisory services. Industry Financial Services...  ...transition transactions. This role involves managing financial analysis, valuation... 
    Suggested
    Remote work
    Relocation

    Confidential

    San Diego, CA
    22 hours ago
  •  ...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

    Confidential

    San Diego, CA
    1 day ago
  •  ...is seeking an experienced Managing Director to join us on a contract-based...  ...closing debt and equity transactions is desired. Proficiency...  ...with the backing of a full-service firm. About HB Capital...  ...commercial real estate capital advisory firm, with a mission to be... 
    Contract work
    For contractors
    Remote work

    HB Capital LLC

    San Diego, CA
    4 days ago
  •  ...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 time
    Temporary work
    Shift work

    Brown and Caldwell

    San Diego, CA
    4 days ago
  •  ...and direction for the organization's technical accounting, transaction advisory, and accounting policy activities. Oversees the evaluation of...  ...enterprise. Develops organizational capability through leadership of managers and senior professionals while advancing the long-term... 
    Work at office
    Relocation

    Sempra Energy

    San Diego, CA
    2 days ago
  • $107k - $236k

     ...our goal was to establish an advisory firm that stands apart from...  ...enabled transformation, and transactions, we partner with our clients...  ...planning, budgeting, account management, and billing, ensuring...  ...transformation within a professional services environment. ~... 
    Local area
    Flexible hours

    CrossCountry Consulting

    San Diego, CA
    12 days ago
  • $88.9k - $168.3k

     ...are the leading provider of professional services to the middle market globally, our...  ...for over 50 years. RSM is looking for a Manager to join our Accounting and Finance Consulting...  ...focus in Gaming and Hospitality Financial Advisory. The changing economic landscape, new... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    San Diego, CA
    2 days ago
  • $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 time
    Work at office

    AHEAD

    San Diego, CA
    2 days ago
  •  ...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... 

    Confidential

    San Diego, CA
    4 days ago
  •  ...Vice President of Technical Accounting Advisory About the Company Professional services firm providing technical accounting advice across the deal continuum. Industry Accounting Type Privately Held About the Role The Company is expanding its Technical... 
    Work at office

    Confidential

    San Diego, CA
    1 day ago
  • $285k - $320k

     ...construction and industrial services sectors has partnered with Conexus...  ..., account reconciliations, management reporting, and related...  ...with external accounting and advisory partners. Prepare and communicate...  ...potential future ownership transactions. Requirements:... 
    Contract work
    Local area

    Conexus

    San Diego, CA
    4 hours ago
  • $160k - $225k

     ...talent, ensuring a team that delivers exceptional work and service to our clients. We are guided by our core values: our...  ...is seeking an experienced and strategic Senior Manager, Business Development – Transactional to drive business development initiatives across the firm... 
    Full time
    Work at office

    Allen Matkins

    San Diego, CA
    14 hours ago
  • $120k

     ...portfolio of technology, travel, and sports service businesses, including Athlete One,...  ...teams to understand user journeys. The Director will report to the VP of Marketing and work...  ...other internal marketing resources. Manage multiple brands and priorities while keeping... 
    Seasonal work

    Pioneer Sports & Entertainment

    San Diego, CA
    11 days ago
  •  ...Job Description Job Description Job Title: Manager, Audit and Business Advisory Services Department: Audit and Business Advisory Services (ABAS) FLSA Status: Exempt ABOUT THE ROLE Haskell & White is one of the largest independently owned public accounting... 

    Haskell & White

    San Diego, CA
    a month ago
  • $190.38k

     ...place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our...  ...adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit... 
    Local area

    KPMG

    San Diego, CA
    4 days ago
  • $103.7k - $155.6k

     ...world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity,...  ...thinking peers.The Research Services Manager leads the firm’s research function...  ...Contracts and Licensing and the Director of Research Services on subscription... 
    Full time
    Contract work

    Goodwin Procter

    San Diego, CA
    2 days ago
  •  ...Executive Vice President, Nuclear Services About the Company Leading provider of technical workforce solutions and specialized...  ...responsibilities for the Executive Vice President include strategic account management, market expansion, commercial leadership, and team development... 

    Confidential

    San Diego, CA
    1 day ago
  •  ...equity-backed accounting and tax services platform built around a...  ...institutional-quality financial and advisory services to growing...  ...build strategy, with several transactions already under LOI and significant...  ...firms into a professionally managed, multi-location platform, it... 
    Temporary work

    taltran.ai

    San Diego, CA
    a month ago
  •  ...to field execution and long-term asset management—across commercial and industrial portfolios...  ...Controls, Energy Efficiency, Energy Advisory, and Facility Management—covering HVAC/mechanical...  ...performance. Summary The BMS Service Project Manager leads day-to-day service... 
    Temporary work
    For subcontractor
    Work at office
    Flexible hours
    Night shift

    Mantis Innovation

    San Diego, CA
    25 days ago
  •  ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual...  ...one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to... 
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    La Jolla, CA
    1 day ago
  • $112k - $150k

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering...  ..., and life insurance planning.A Tax Manager, Private Client Services is responsible...  ...impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and... 
    Private practice
    Work at office

    BDO International

    San Diego, CA
    2 days ago
  • $190.38k

     ...place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our...  ...adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit... 
    Local area

    KPMG

    San Diego, CA
    3 days ago
  •  ...DescriptionRPM Partners () is seeking a Managing Director with deep automotive and manufacturing...  ...largest and fastest growing accounting and advisory firms in the industryYou will have the...  ...marketsDeliver exceptional client service and thought leadership in complex advisory... 
    Full time
    Local area

    EisnerAmper

    La Jolla, CA
    3 days ago
  •  ...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... 

    Confidential

    San Diego, CA
    3 days ago
  •  ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual...  ...one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility... 
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    La Jolla, CA
    4 days ago
  • Talent & Workforce Senior Manager, Consumer Goods & Services, Retail and/or Travel industryWe are:Accenture’s Talent Reinvention Partner and we’re helping clients reinvent how people and organizations work—delivering leadership, talent, operating models, workforce intelligence... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    San Diego, CA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Transaction Advisory Services. Be the first to apply!