Strategic Buy-Side M&A & Ownership Transition Advisor
Bmo
BMO seeks a VP, Buy-side M&A and Ownership Transition Advisor in Dallas, Texas. This key position involves advising on corporate finance and transactions, mentoring junior staff, and collaborating with commercial banking teams to support client objectives. The ideal candidate will have significant experience in investment banking, particularly with ESOPs, and will be responsible for delivering high-quality financial analyses and presentations to help clients navigate corporate growth and transition strategies. #J-18808-Ljbffr
$102k - $190k
...analytics for a broad range of strategic transactions and corporate finance... ...growth options, including buy-side M&A as well as organic growth; (ii) ownership transition, including both partial and full... ...Ownership Transition AdvisorThe Advisor is a key leader on deal teams,...SuggestedContract workPart timeLocal area$130k - $185k
...services, we’ve reimagined strategic consulting to work in a... ...Execution Deal Finance (M&A) practice, where we work... ...sectors. Our seasoned team of buy‑side and sell‑side transaction advisors bring deep sector... ...organization design, synergies, transition service agreements (TSA)....SuggestedWork experience placementSummer holidayWork at officeImmediate startFlexible hours$265k - $325k
...MedTech Ernst & Young Capital Advisors, LLC (EYCA) offers... ...objective advice on all aspects of M&A and capital markets alternatives... ...sector. Originate and execute buy‑side and sell‑side M&A transactions... ...advising companies on M&A, strategic, and corporate finance transactions...SuggestedWork experience placementSummer holidayWorldwideFlexible hours$70k - $120k
...Financial Advisor Transition Consultant At RBC, our culture is deeply supportive and rich in... ...anticipate problems/future needs, and take ownership Demonstrated experience supporting... ...Enables collective achievement of our strategic goals Generates sustainable...SuggestedFull timeFlexible hours- ...conversations Act as a trusted industry advisor and deal shaper, influencing scope, outcomes... ...decisions Utility Offerings & GTM Ownership Define and evolve utility‑specific digital... ...Build long‑term C‑suite relationships with strategic utility clients Experience &...Suggested
$140k - $185k
...improvements, growth initiatives, and strategic priorities. Assist in bolt-on... .... Rapid learning curve in M&A, operations, and strategic... ...analysis (clubs, projects, side hustles, or self-directed learning... .... Soft Skills & Mindset High ownership mentality — you don’t wait to...Full timeInternshipSecond job$130k - $185k
..., and Governments to develop and execute M&A strategies that deliver real‑world value.... ...high‑visibility team that supports both buy‑side and sell‑side M&A transactions, focusing... ...designing operating models, and developing transition services agreements. Strong quantitative...Work at officeFlexible hours$130k - $185k
...services, we’ve reimagined strategic consulting to work in a... ...Execution Deal Finance (M&A) practice, where we work... ...sectors. Our seasoned team of buy side and sell side transaction advisors bring deep sector... ...organization design, synergies, transition service agreements (TSA)....Work experience placementSummer holidayWork at officeImmediate startFlexible hours$96.8k - $159.6k
...EY-Parthenon is seeking a motivated professional for a role in their SPA Advisory team in Dallas, Texas. You'll manage M&A transaction advisement, deliver insights to clients, and collaborate closely with Partners and Directors. The ideal candidate has strong analytical...- ...processes, and proprietary models – to ensure that every decision is strategic, focused, and produces exceptional multifamily communities... ...in the United States.About the Job. The Manager, Investment Ownership is expected to engage in any or all of a broad range of...Work experience placementWork at officeFlexible hours
- ...Managing Director, Ib // Healthcare M&A At Portage Point Partners (Portage Point... ...companies undergoing growth, transformation and transition Sell engagements across a network of... ...attention to detail, responsiveness and ownership mindset ~ Track record of success in...Interim roleWork at officeRelocation
- ...visit us at development and execution of the Bank’s strategic initiatives around corporate development, M&A, strategic finance and capital... ...inquiries and information requests from investors, sell-side analysts, and other stakeholdersSupport organization...Work at officeImmediate startDay shift
- ...acquisition and divestiture (A&D) activities, strategic planning initiatives, and financial... ...gas investment banking, corporate finance, M&A, or related experience Knowledge of the... ...Strong work ethic and willingness to take ownership of assigned responsibilities Preferred Qualifications...Temporary work
- ...Advisory Services Sdn Bhd is seeking a Senior Associate - Consultant in Dallas, Texas to support M&A strategies for high-profile clients. The role involves leading buy-side and sell-side projects, collaborating with client teams, and contributing from planning to execution...
$88.9k - $155.5k
...products and solutions while enhancing internal effectiveness through process optimization and team expertise. You will serve as a strategic advisor to clients, leveraging deep product and business knowledge to strengthen engagement, improve data quality, and align insights...- A leading advisory firm based in Dallas, TX seeks a Mergers and Acquisitions Tax Senior Manager. This role involves advising clients on tax implications, managing tax compliance, and supervising a team of tax professionals. The ideal candidate has a Bachelor's degree in...Local area
$180k - $270k
...AI Strategic Advisor The AI Strategic Advisor is a senior leader responsible for shaping and executing the organization's AI vision, driving transformation across the enterprise, and delivering measurable business impact. This role partners with executive leadership...Minimum wageLocal area- ...Advisor Transitions Specialist HilltopSecurities is looking to hire an Advisor Transitions Specialist in Dallas, Texas. The Advisor Transitions Specialist is responsible for new advisor onboarding, training and coordination to ensure successful financial professional...
- ...seeking an Associate Account Advisor to join our team based at... ...essential support during our transition to a new ERP system, ensuring... ...Monitor active contracts to strategically engage existing customers regarding... ...‑makers, map internal buying processes, and assess...Base plus commissionContract workMonday to Friday
$102.4k - $179k
...our success. Responsibilities In this role, you will serve as a strategic partner to leadership and clients, leveraging deep product... ..., while managing a client book and ensuring consistent Product Advisor/CSA engagement across all Sg2 accounts. You will guide strategic...- ...workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value.... ...companies with executing scalable ‘buy‑and‑build’ strategies by developing and... ...management, and business analysis. Effectively transition solutions back to private equity...Private practiceWork at officeLocal areaFlexible hours
- ...recruiting efforts in Dallas, Texas. The ideal candidate will have 6+ years of full-cycle recruiting experience, with a focus on strategic advising and building relationships across the business. This role demands expertise in sourcing top talent within the Health and...
$102.4k - $179k
...exceptional performance through an inclusive environment both now and in the future. Summary: In this role, you will serve as a strategic advisor to leadership and clients, leveraging deep product expertise, healthcare strategy analytics, and business acumen to influence...- ...Level Executives, Trusted Solutions Advisors, and Middle Market Clients? Are... ...well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to... ...- Establish and strengthen strategic relationships across business advisory...Full timeBank staffRemote work
- ...-impact position with clear ownership and visibility, ideal for a... ...Coordinate with lenders, tax equity, advisors, and internal teams... ...structured post-close project transitions Document key financing... ...realities using three core strategic pillars – creativity, excellence...
$121.44k - $154.84k
...the moves that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: Perform in buy‑side and sell‑side transaction advisory engagements, providing carve‑outs and similar services to clients, private equity investors,...Work experience placement$45k - $85k
...entrepreneurial individuals into top-producing advisors and future firm leaders. This is a sales... ...: Outcome: Vice President Track Transition into leadership with responsibilities in... ...Participate in leadership training and firm‑wide strategic initiatives Core KPIs & Expectations...Traineeship- ...and property management company committed to sustainability. Its strategic focus is to invest in markets and real estate sectors with good... ...including acquisitions, dispositions, development projects, and M&A. Job Responsibilities Involve in developing business strategies,...Work experience placementWork at office
- ...About Beacon Pointe Advisors Beacon Pointe is one of the nation’s largest Registered... ...evaluate fund performance, and develop strategic financial plans through our proprietary... ...experienced advisors who are considering transitioning their practice with the opportunity to...
$121.44k - $154.84k
...Responsibilities Perform in buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders. Help organizations realize the potential of mergers, acquisitions, and divestitures...Work experience placementInternshipSeasonal workLocal area
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