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
- ...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
- ...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
- ...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...SuggestedFull time
- ...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...SuggestedFull timeWork at office
- ...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...SuggestedRemote workRelocation
- ...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
- ...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 workFor contractorsRemote work
- ...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
- ...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 officeRelocation
$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 areaFlexible hours$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 timeWork experience placementInternshipLocal areaFlexible hours$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 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
$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 workLocal area$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 timeWork at office$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- ...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...
$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$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 timeContract work- ...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...
- ...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
- ...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 workFor subcontractorWork at officeFlexible hoursNight shift
- ...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 timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$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 practiceWork at office$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- ...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 timeLocal 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...
- ...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 workPrivate practiceWork at officeLocal area
- 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 timeLive inWork at officeLocal area
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