Managing Director, Transaction Advisory Services
Confidential
Managing Director, Transaction Advisory Services
About the Company
Globally recognized organization providing transaction advisory services with extensive resources and collaborative teams.
Industry
Accounting
Type
Partnership
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 their own franchise, and contribute to a culture of inclusivity and excellence. Key responsibilities include developing and executing sales and marketing strategies, mentoring and developing 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. They should possess excellent leadership and management skills, with the ability to lead within a matrixed organization, and have experience in marketing services to enhance the organization's visibility and reputation. The role demands a leader who can communicate complex regulatory, financial, and strategic issues clearly, and who is adept at engaging with diverse teams and clients to ensure successful outcomes. While not mandatory, preferred sector experience includes technology, industrials, consumer, healthcare, ADG, and business services. The position is well-suited for a candidate who can position themselves as a leader in a hybrid work environment, balancing flexibility and collaboration.
Functions
- Finance
- Business Development
$200k - $220k
...your resume. Salary: $200,000 - $220,000 per year A bit about us: We’re expanding aggressively in California, and this Area Manager will have the unique opportunity to shape the direction of our Northern California Division. We’re seeking a humble, collaborative,...SuggestedFor contractorsLocal areaImmediate startFlexible hours$145k - $180k
...Financial and Valuation Advisory Industry: CVAS... ...Valuation Advisory Services Houlihan Lokey (NYSE... ...based on number of transactions and according to data... ...executives, boards of directors, special committees,... ...industry, including asset management, specialty finance,...SuggestedWorldwide- ...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...SuggestedFull timeH1bLocal area
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...US – Tax – PAS – Global Payroll Operate – US Payroll – Tax Services Manager Will you shape the future or will the future shape you? The... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-...SuggestedContract workSummer holidayLocal areaFlexible hours$95.4k - $180.4k
...their family offices face increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived... ...ownership structures, requiring strategic guidance and customized advisory services to navigate family dynamics, governance structures,...Temporary workWork at officeLocal area- ...strategic and execution-focused Managing Director in the Greater NYC area to... ...the growth of our FP&A Advisory team. Roles and Responsibilities... ...consulting or professional services environment. · A... ...requirements. · Transactional experience (M&A, divestures...
$250k - $325k
...Huron's Financial Advisory practice is seeking a... ...highly accomplished Senior Director to grow our Office of... ...operational challenges, transactions, or leadership... ...Forecasting, Treasury Management, Working Capital Optimization... ...develop differentiated OCFO service offerings....Contract workInterim roleWork at officeLocal areaImmediate startRemote work$112.1k - $225.5k
...leading provider of professional services to the middle market... ...forecasting, valuation, and transaction‑related analyses. Develops and... ...materials for executive, board, and management audiences. Serves as a... ...activities in a consulting, advisory, banking, or corporate...Work experience placementInternshipLocal area- ...customer interaction. Asset managers use our platform to easily make transactions with increased... ...Practice within Professional Services to help private markets... .... The Managing Director of AI Services will serve... ...InvestorFlow’s advisory capabilities and drive...Flexible hours
$250k
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...Tax Manager, Local CPA & Advisory Services Firm Apply on-line Now Position Description Our team has been engaged by a top accounting, tax, and CAAS to find a high quality Tax Manager in the Atlanta GA area (multiple areas near Buckhead, (North Atlanta) Area. This firm...Full timeLocal areaFlexible hours$141.9k - $260.1k
...The NTD Capital Markets Tax Practice assists with the provision of tax advisory services with respect to domestic and cross-border financial transactions and structures, including cash management, debt and equity instruments, derivatives, financial products, foreign currency...Work experience placementSummer holidayFlexible hours$100k - $200k
...To complement its existing Transaction Advisory Services offering, Kroll is continuing to grow its Technical Accounting Advisory practice... ...book of work with a clear career progression path to Director and on to Managing Director on an accelerated basis. Day‑to‑day...Work at office- ...Description As a Vice President on the Director Advisory Services (DAS) team you will play a key role... ...Demonstrated ability to build and manage relationships with senior stakeholders... ..., commercial banking, financial transaction processing and asset management....
$100k - $130k
...infrastructure and innovative services to early-stage and mid-sized... ...in accounting, financial advisory, and infrastructure support,... ...founders, senior executives, management teams, CFOs, controllers, and... ...and consult with clients on transactional issues. Assist with...Work at officeImmediate startRemote workFlexible hours- ...Consulting provides the highest quality advisory consulting services to its clients by being reliable... ...From complex technical accounting transactions to monthly financial reporting, our... ...& career trajectory The Managing Director of Accounting Advisory position has...Work at officeLocal area
$170k - $220k
...Company Description We’re a leading Investor Services group offering end-to-end services in... ...and timely financial, accounting, and advisory services. Responsibilities include... ...accounting principles, improving processes, managing audits and tax filings, and supervising...Full timeWork at officeLocal areaWorldwide- ...What will you be doing The Manager works collaboratively within a team of qualified Advisory consultants to deliver performance improvement to healthcare systems... ...practice development activities for the Advisory Services Practice or its Service Lines. Responsibility #3...Local areaRemote work
- ...may be considered. The Managing Director’s primary focus will be to... ...processes, operations and service delivery model while managing... ...overall cost of Finance Transaction Preparation and Execution:... ...global expert services and advisory firm that delivers services...Price workWork experience placementInterim roleWork at officeWeekend work
- ...clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction... ...Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and... ...unparalleled results. The Managing Director, Office of the CFO role at Portage Point...Interim roleWork at officeRelocation
$153k - $193k
...Transaction Services | Transaction Services Sales | Vice President | New York City About ING : In the Americas, ING’s Wholesale... ...Receivable Finance), Trade Finance Solutions, Payments & Cash Management, and Liquidity Management Solutions like cash pooling,...Work experience placementWork at officeLocal areaWork from home$124.5k - $260k
...was to establish an advisory firm that stands apart... ...transformation, and transactions, we partner with our... ...success. As an Associate Director at CrossCountry... ...develop reports for management or regulatory bodies... ...foundation in professional services (public accounting, advisory...Work at officeLocal areaFlexible hours- ...Lending Transaction Manager – Lending and Banking Services, Full-Time, Hybrid, New York, NY, Boston, MA, Springfield, MA The Opportunity As Lending Transaction Manager, you will step into a rare opportunity to shape the future of lending at MassMutual Wealth Management...Full time
$121k - $181.4k
...Job Description As a Manager, you will be responsible for teams that consult... ...with Grant Thornton accounting advisory clients on complex accounting transactions. You will apply your knowledge of... ...with clients about engagement and service expectations; resolving technical...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week- ...global leader in banking and securities services, where your expertise will shape the... ...support the design, delivery, and ongoing management of innovative balance sheet solutions... ...banking, commercial banking, financial transaction processing and asset management. We...
$225k - $300k
PJT Partners is a global advisory-focused investment bank. Our team... ...fund advisory and placement services to corporations, financial... ...for alternative investment managers, including private equity funds... ...the largest, most complex transactions in recent years. Our global...- ...P. Morgan, a global leader in financial services, renowned for delivering innovative solutions... ...Bank (CIB), is a global industry leader managing $35.8 trillion in assets under custody.... ...banking, commercial banking, financial transaction processing and asset management. We...Work at officeWorldwide
- ...measurable value across Securities Services. Job summary As a VP-level Product Delivery Director in Securities Services, you... ...Lead a dedicated team to manage key activities and delivery outcomes... ...commercial banking, financial transaction processing and asset...
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