Managing Director, M&A Advisory
Confidential
Managing Director, M&A Advisory
About the Company
A full-service financial advisory platform serving middle-market companies across industries nationwide.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Managing Director for M&A Advisory. This senior-level role is pivotal in the firm's full-service financial advisory platform, which integrates investment banking, private capital, and valuation services. The successful candidate will be a proven deal maker, capable of originating and leading M&A and capital markets transactions across various sectors. Key responsibilities include managing the entire deal execution process, from initial engagement to closing, and building and maintaining relationships with business owners, investors, and referral sources. The role demands a professional with a strong network, a track record of successful deal closures, and the ability to thrive in a high-performance, remote-first culture. The ideal candidate for this position at the company will have a proven ability to source, pitch, and close middle-market transactions, and an established network of business owners, investors, and intermediaries. An entrepreneurial mindset, a desire to operate independently, and comfort with performance-based compensation are essential. The role also requires strong execution skills, the ability to manage multiple deals concurrently, and a collaborative, team-oriented approach with a long-term partnership mentality. Experience in remote work or the ability to excel in a distributed team environment is a key attribute. This is an opportunity to join a dynamic organization that values strategic guidance in mergers and acquisitions, capital markets, and special situations, and is known for its hands-on, data-driven, and client-focused approach.
Functions
- Finance
- ...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...Suggested
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- ...Managing Director, Investment Banking About the Company Leading middle-market M&A advisory platform investing in growth and hiring senior bankers. Industry Capital Markets Type Privately Held About the Role The Company is seeking a Managing Director...Suggested
- ...Managing Director About the Company Ambitious private equity firm specializing in vertical software business acquisitions Industry... ...technology software investment mergers and acquisitions m&a and vertical market software About the Role The...Suggested
- ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused... ...transactions, recapitalizations, and M&A advisory engagements. This role involves... ...clients and transaction counterparties, managing financial analysis, valuation work, transaction...SuggestedRemote work
- ...Senior Vice President, Advisory & Planning Operations About the Company Accomplished engineering & design firm specializing in construction management & strategic consulting Industry Professional Training & Coaching Type Public Company Founded 19...Local area
- ...Investment Banking Vice President, ESOP Advisory About the Company Top tier ESOP advisory firm focused on employee ownership transactions... ..., and ownership transition transactions. This role involves managing financial analysis, valuation workstreams, due diligence, and...Remote workRelocation
- ...Managing Director, Business Development About the Company Globally recognized provider of strategic advisory services for arts organizations Industry Performing Arts Type Privately Held Founded 2019 Employees 11-50 Specialties museums...
- ...Company Global SaaS company scaling enterprise software with M&A and profitable growth. Industry Computer Software Type... ...role demands a leader who can partner effectively with Boards of Directors and is adept at driving shareholder value. A Bachelor's degree is...
- ...acquisition. A pending acquisition in the Orlando market will require immediate integration focus. The role reports directly to the Managing Partner and carries a clear path to CEO for the right operator.Full P&L ownership across Arizona and Florida operationsDrive...Immediate startRelocation
- ...the Company Rapid-growing software company specializing in M&A & growth services Industry Computer Software Type Privately... ...ideal candidate will have a strong understanding of pipeline management, performance marketing, demand generation, and CRM/reporting...
- ...Managing Director, Financial Services About the Company Established financial services platform with infrastructure, specialists, and... ...favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The successful...Full timeWork at office
- ...finance leader to drive growth and profitability. Industry Management Consulting Type Privately Held, Private Equity-backed... ...cash flow planning, board reporting, and providing support for M&A activities. The role demands a professional with a strong background...
- ...growth strategy. This hands-on position is at the forefront of M&A, business development, and execution, with a focus on sourcing,... ...well as strong business development instincts and the ability to manage multiple workstreams in a high-growth environment. The VP of Corporate...
- ...also involves evaluating the financial impact of strategic initiatives, optimizing financial systems, and playing a significant part in M&A activities. The ideal candidate will have a minimum of 10 years' experience in a similar role, with a strong background in financial...Remote work
- ...revenue, and deep expertise in financial modeling. Familiarity with M&A environments and advanced data mastery, including the ability to... ...PE sponsors in a fast-paced, high-accountability environment. Hiring Manager Title CFO Functions ~ Finance Confidential
- ...end finance and accounting functions. This includes FP&A, cash management, budgeting, month-end close, all financial analysis, and finance... ...record in debt and equity financing, vendor negotiations, and M&A. Hiring Manager Title CEO Functions ~ Finance Confidential
- ...improvement, and will be instrumental in supporting future growth and M&A activities. Applicants for the Vice President of Finance &... ...accounting talent in a collaborative, high-performing culture. Hiring Manager Title CFO Functions ~ Finance Confidential
- ...Corporate Development About the Company Accomplished property management firm Industry Real Estate Type Privately Held... .... The successful candidate will be responsible for leading the M&A execution process and supporting the sourcing of acquisition targets...
- ...initiatives. Key responsibilities for the VP, Finance include FP&A, management reporting, budgeting, and resource allocation, as well as... ...experience in B2B services, education, technology-enabled services, M&A, fundraising, or transactional work is helpful, it is not a...Summer work
- ...involves leading cross-functional financial workstreams related to M&A integration and providing strategic insights to enhance... ...controls background, and proficiency with accounting and AP/spend management platforms. The role demands the ability to operate autonomously...
- ...leadership role in the development and execution of the organization's M&A strategy. The successful candidate will be responsible for... ...transactions through the full M&A lifecycle and the ability to manage multiple deals simultaneously. Core competencies include being strategic...Work from home
- ...manufacturing commercial banking sba loans treasury management specialty banking education banking and payments Business... ...on corporate development, such as identifying and executing M&A opportunities, and requires a high level of proficiency in...
- ...Vice President of Product Management About the Company Rapid-growing software company specializing in M&A & growth services Industry Computer Software Type Privately Held, VC-backed Founded 2016 Employees 1001-5000 Specialties software...
- ...improvements, and scalability initiatives, and to support the company in M&A activities and complex business transactions. Applicants for the... ...in shaping the future of the rapidly expanding business. Hiring Manager Title CFO Functions ~ Finance Confidential
- ...Managing Director, Chief Technology Officers Practice, Retained Search About the Company Dynamic executive search firm specializing... ...significant experience in retained executive search or a related advisory environment, capable of running complex search processes...
$200k - $300k
...require immediate integration focus. The role reports directly to the Managing Partner and carries a clear path to CEO for the right operator.... ...ownership on growth strategy, capital allocation, and future M&A 10+ years of operational leadership specifically in flooring,...Immediate startRelocationRelocation package$400k
...cybersecurity, cloud, and infrastructure solutions to global and enterprise clients. With a robust portfolio of security advisory, integration, and managed services, we help clients protect their digital assets and infrastructure while enabling secure digital...Full timeWork at office- ...our portfolio of vertical market software businesses, we are seeking a dynamic and experienced professional to join our team as Managing Director. Reporting directly to one of our Investment Partners, the Managing Director will be responsible for managing and growing...Permanent employmentImmediate start
- ...Our Conifer Health Solutions subsidiary provides revenue cycle management and value-based care services to hospitals, health systems,... ...consistently and effectively Attend, when appropriate, Partners’ Advisory Board, Governing Board and Partnership Meetings Attend, when...RelocationFlexible hours
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