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
$250k - $400k
Job Summary:The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The TAS Managing Director leads new business origination efforts...Suggested$90k - $200k
...Job Description Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction... ...origination to closing. Day-to-day responsibilities: Managing buy-side and sell-side financial due diligence...SuggestedFull timeTemporary workWork experience placementWork at office$179.85k - $340.97k
OverviewBaker Tilly is a leading advisory, tax and assurance firm,... ...Tilly) provide professional services through an alternative practice... ...currently searching for a Senior Manager to join our CFO Advisory... ...efforts. You will work with Transaction and Financial Advisory Partners...SuggestedFull timeWork at officeLocal areaWorldwideShift work$126k - $182k
...Manager, Transaction Advisory Service We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction...SuggestedShift work$155k - $410k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelDirectorJob Description & SummaryThe OpportunityAs a Director in Deals - Capital Markets Accounting... ...accounting, financial reporting, transaction structures, and capital markets topics....SuggestedFull timeH1b$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs a... ...strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. You will advise...Full timeH1b$131.01k - $251.97k
...The KPMG Advisory practice is at the forefront of transformation, offering excellent... .... KPMG is currently seeking a Manager, Accounting Advisory Services in Accounting Advisory Services for... ...for both domestic and cross-border transactions Provide conversion services to...Full timeH1bLocal area- ...We are seeking a Technical Director – Accounting Advisory Services to lead and deliver expert accounting advisory assistance on transactions involving consolidation, stock compensation... ...development of a team from associates to managers Partnering on mergers,...
$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...Work 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...
$130k - $160k
...Power of Withum Plus You - that’s the Power in the Plus!Job Description:We are currently accepting applications for a Manager in Transaction Advisory Services specifically focusing on financial due diligence. As a manager you will be a vital member of the team driving...Full timeWork experience placementWork at officeLocal area$124k - $280k
...Deals - Capital Markets Accounting Advisory Services - Senior Manager The Opportunity As a Deals - Capital Markets Accounting Advisory Services... ...range of technical accounting, financial reporting, transaction structures, and capital markets topics. Within our Deals...$140k - $190k
...network of smart and supportive people, willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant business transactions. We combine our depth of technical and business consulting expertise to help meet our...Full timeContract workWork experience placementLocal areaWork from homeFlexible hours$168.8k - $230.1k
...Accrual Accounting after a transaction, Opening Balance Sheet preparation... ...A+ client delivery; Execute services and deliverables around... ...professionally develop CFO Advisory team members, actively participating... ..., organizational, management, analytical, decision-making...Full timeContract workWork experience placementLocal areaFlexible hours$258.1k
...payments technology, facilitating transactions between consumers, merchants, financial... ...President, Strategic Marketing Advisory, Global Marketing Services, to build and scale a differentiated... ...days will be confirmed by your Hiring Manager.QualificationsBasic Qualifications:...Full timeWork experience placementWork at officeLocal area- ...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...Remote work
$124.91k - $236.8k
...Baker Tilly is a leading advisory, tax and assurance... ...provide professional services through an alternative... ...currently searching for a Manager to join our CFO... ...Controllers, and Finance Directors improve the financial... ...Advisory Services Transaction Support Program/Project...Full timeLocal areaImmediate startWorldwideShift work$110.7k - $226.13k
...Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how... ...equity compensation operations, or stock administration advisory servicesExperience in a corporate stock administration function...Local areaVisa sponsorship$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,...Work at officeLocal areaFlexible hours$128.1k - $332.4k
...future shape you? The opportunity Managing global workforces is increasingly complex. People Advisory Services (PAS) builds and improves organizational and... ...in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected...Full timeSummer holidayLocal areaImmediate startOverseasFlexible hours$10k
...finance teams, embedded in the transaction flow of every dollar a... ...shape how companies move and manage billions, Ramp is the place to... ...Ramp's implementation and Advisory motion is evolving. As the business... ...operations, or professional services with a track record of building...Full timeWork at officeHome officeRelocation packageFlexible hoursShift 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...$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 environment...Full timeWork experience placementInternshipLocal area- ...Job Description Job Description Title: Managing Director of Global Corporate Services Location: San Francisco, CA Responsibilities:... ...providing strategic consulting, lease administration, transaction, estate and facility management to organizations that...
$250k
...President on our Healthcare Services team in New York, NY, San Francisco... ...experienceMeaningful M&A transaction experience requiredAbility... ...financial modelingClient management skillsAbility to build relationships... ...sponsors to provide advisory and financing services related...Full time- ...CBZ) is a leading professional services advisor to middle-market... ...expertise in accounting, tax, advisory, benefits, insurance, and technology... ...required licensesAbility to manage all aspects of client... ...recognition (ASC 606), equity transactions, debt arrangements, business...Remote workFlexible hours
- ...) is a leading professional services advisor to middle-market businesses... ...in accounting, tax, advisory, benefits, insurance, and technology... ...required licensesAbility to manage deadlines, work on multiple... ...'s Technical & Transactional Accounting Practice assists...Remote workFlexible hours
$123.98k - $283.25k
...for as a firm. KPMG is currently seeking a Senior Manager to join our Global Mobility Services (GMS) practice. Responsibilities: Assist clients... ...and quantifying refund opportunities Provide advisory services to clients by assisting them in proper payroll...Full timeWork at officeLocal area$169.1k - $270.8k
...technology, facilitating transactions between consumers,... ...DescriptionVisa’s Value-Added Services (VAS) division is one... ...this role, the Senior Manager will help drive... ...reports to the Senior Director, Issuing Solutions for... ...consulting, banking or advisory services also considered...Full timeWork experience placementWork at officeLocal areaShift work- ...Description The Healthcare Services (HCS) & Healthcare,... .... As an Executive Director in Commercial Banking... ..., including client advisory and education, end-to-... ...market feedback to Product Managers including new... ...commercial banking, financial transaction processing and asset...
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