Manager Transaction Advisory Services

We are partnering with a leading global consulting and advisory platform that is continuing to expand its Transaction Advisory Services practice. They are looking for experienced Transaction Advisory Services (“TAS”) Managing Directors with an established book of business and a track record of generating approximately $3M–$6M in annual revenue.

The ideal candidate will have deep Financial Due Diligence experience and an established network across private equity, corporate, investment banking and broader M&A clients. Industry specialization is flexible, with experience across areas such as Healthcare, Industrials, Business Services, Consumer, Technology, Financial Services, Energy or other transaction-driven sectors of interest.

Ideally, this individual comes from a Big Four, major advisory firm or established Transaction Advisory platform and has an existing book of business that can be further developed through the firm's broader capabilities, national platform and client network.

This opportunity is designed for a commercially driven MD who wants to build/expand a team. The successful candidate will be responsible for originating new business, leading complex M&A-related Financial Due Diligence engagements, developing a team and becoming a recognized advisor within the broader Transaction Advisory market.

What are people saying about this opportunity?

• "Strong and established brand with a significant client base and national platform."
• "Entrepreneurial environment with the resources and capabilities of a global advisory platform."
• "Significant opportunity for an ambitious MD to build, develop a team and expand an existing book of business."
• "Opportunity for a seasoned rainmaker to have meaningful ownership of relationships and participate in the economics of the business."

Title: Transaction Advisory Services – Managing Director

Salary: 300k-400k Base + Bonus

Location: NYC or Boston is preferred / will consider other major U.S. Markets (Chicago, Dallas, Houston)

Responsibilities:

• Originate, develop and lead Transaction Advisory engagements across a broad range of industries and transaction environments.
• Generate approximately $3M–$6M in annual revenue through existing relationships, new business development, cross-selling and expansion of existing accounts.
• Source, lead, execute and close Financial Due Diligence engagements supporting private equity, corporate and strategic transactions.
• Lead Quality of Earnings, Quality of Net Working Capital, financial statement review, financial analysis and other transaction-related assignments.
• Work closely with other Managing Directors and senior leaders to originate and execute new engagements and expand client relationships.
• Develop deep relationships across private equity firms, corporate clients, investment banks, lenders and other participants within the transaction ecosystem.
• Lead both Buy-Side and Sell-Side Transaction Advisory engagements.
• Own and lead Business Development activities, including client meetings, pitches, proposals and relationship development.
• Identify opportunities to expand existing client relationships and cross-sell additional advisory and consulting services.
• Build, manage, lead and mentor high-performing Transaction Advisory teams.
• Lead client presentations, proposals, pitches and other market-facing initiatives.
• Develop a strong market presence and establish yourself as a recognized advisor within the Transaction Advisory and Financial Due Diligence market.
• Contribute to the continued growth and strategic direction of the broader Transaction Advisory practice.

Requirements:

• BA/BS in Accounting, Business Administration, Finance, Economics or related field.
• CPA and/or MBA preferred and a major PLUS.
• Significant experience within Transaction Advisory Services, Financial Due Diligence or a related advisory environment.
• Background with a Big Four, major consulting/advisory firm or established TAS platform highly preferred.
• Established book of business with a demonstrated history of generating approximately $3M–$6M in annual revenue.
• Deep relationships across private equity, corporate, investment banking and/or broader M&A clients.
• Strong understanding of Quality of Earnings, working capital analysis and Financial Due Diligence.
• Industry specialization is flexible; experience across Healthcare, Industrials, Business Services, Consumer, Technology, Financial Services, Energy or other relevant sectors is attractive.
• Demonstrated ability to originate business and independently develop senior-level client relationships.
• Strong leadership skills with the ability to build, manage and mentor teams.
• Strong commercial orientation, work ethic and ambition to grow a business and expand an existing client franchise.
• Ability to operate effectively in an entrepreneurial environment while leveraging the resources of a broader global advisory platform.
• Ability and willingness to travel as needed.