Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Transaction Advisory Services in San Antonio, TX vacancy
  •  ...Managing Director, Office of the CFO At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are...  ...middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services... 
    Suggested
    Interim role
    Work at office
    Relocation

    Portage Point Partners

    San Antonio, TX
    4 days ago
  • $102.1k - $187k

     ...build a better working world. Tax Services Manager - Financial Services Office - Customer...  ...The opportunity Our Business Tax Advisory practice gives you the opportunity to...  ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally... 
    Suggested
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    San Antonio, TX
    4 days ago
  •  ...Transaction Tax Senior Manager Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse,... 
    Suggested
    Local area
    Flexible hours

    Weaver

    San Antonio, TX
    4 days ago
  • $142.6k - $261.5k

     ...world. The opportunity EY's Oracle Services practice is a national consulting...  ...in planning, pursuing, delivering, and managing large, complex full lifecycle initiatives...  ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally... 
    Suggested
    Summer holiday
    Remote work
    Flexible hours

    EY

    San Antonio, TX
    5 days ago
  •  ...and compassionate leader to guide our Dialysis Services team. Position Overview : As the Executive Director of Dialysis Services , you will oversee the administration...  ...work environment. Budget and Planning : Manage operational and capital budgets, ensuring... 
    Suggested
    Relocation package

    University Health

    Windcrest, TX
    2 days ago
  •  ...Executive Director, Legal & Advocacy Services About the Company Well-established organization providing legal services to individuals with...  ...organization's mission is effectively carried out. This includes managing programs, fundraising, finance, and external relations... 

    Confidential

    San Antonio, TX
    2 days ago
  •  ...Growth and Execution team in Merchant Services, you will be at the forefront of shaping...  ...problem solving experience from either a management consulting firm, an investment banking...  ...banking, commercial banking, financial transaction processing and asset management. We... 

    Chase

    San Antonio, TX
    4 days ago
  •  ...Firm Operations & Client Advisory Manager Our client is a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses and individual clients. The firm is seeking a hands-on leader to oversee day-to-day operations,... 

    PRC Resources

    San Antonio, TX
    11 hours ago
  •  ...Advisory Board Member About the Company Global organization increasing the accessibility...  ...Industry Non-Profit Organization Management Type Non Profit Founded 2013...  ...on proposed motions, prior to Board of Directors vote Engaging in an assigned Steering Committee... 

    Confidential

    San Antonio, TX
    1 day ago
  •  ...with a local Fortune 500 Bank to bring in some Loan Servicing team members. This is a production-driven role...  ...within established service level agreements. You will manage an active pipeline of commercial loan transactions ensuring compliance and adherence to requirements.... 
    Local area
    Remote work

    Calculated Hire

    San Antonio, TX
    1 day ago
  • $171.6k - $392.1k

     ...build a better working world. EY's Oracle Services practice is a national consulting...  ...in planning, pursuing, delivering and managing large, complex full lifecycle initiatives...  ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally... 
    Summer holiday
    Flexible hours
    Shift work

    EY

    San Antonio, TX
    1 day ago
  • $142.6k - $261.5k

     ...world. The opportunity  EY's Oracle Services practice is a national consulting...  ...in planning, pursuing, delivering and managing large, complex full lifecycle initiatives...  ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally... 
    Summer holiday
    Remote work
    Flexible hours

    EY

    San Antonio, TX
    3 days ago
  •  ...Eightelevengroup in San Antonio, TX is seeking a Commercial Loan Servicing Representative II for hybrid work (3 days onsite / 2 days remote). You'll manage commercial loan transactions, ensuring documentation and compliance while collaborating with various teams. Ideal... 
    Full time
    Contract work
    Remote work

    Eight Eleven Group

    San Antonio, TX
    11 hours ago
  •  ...Vice President, Clinical Services About the Company Top telehealth weight loss program Industry Hospital & Health Care...  ...marketing with clinical narratives and outcomes. Hiring Manager Title COO Functions Medical Care/Hospital Administration... 

    Confidential

    San Antonio, TX
    1 day ago
  •  ...Vice President of Managed & Professional Services About the Company Innovative provider of software solutions for public transit & healthcare industries Industry Computer Software Type Privately Held Founded 2019 Employees 2... 

    Confidential

    San Antonio, TX
    5 days ago
  •  ...Vice President, Clinical Services About the Company Innovative homecare company specializing in technology & complex patient needs...  ...with owning clinical quality, compliance, and performance management, and will be expected to develop and hold senior clinical leaders... 

    Confidential

    San Antonio, TX
    1 day ago
  •  ...Vice President of Operations, Quick Service Restaurant Franchise About the Company...  ...coaching, and developing the Operations Directors, as well as ensuring compliance with company...  ...have a proven track record in project management, be adept at using Microsoft Office, and... 
    Casual work
    Work at office

    Confidential

    San Antonio, TX
    5 days ago
  •  ...Vice President, Healthcare Services About the Company Private equity firm focused on majority control buyouts in healthcare...  ...Healthcare Services team, which is dedicated to physician practice management, behavioral health, care management, outpatient rehabilitation... 
    Remote work

    Confidential

    San Antonio, TX
    1 day ago
  •  ...Vice President, Pharmacy Services About the Company Innovative healthcare network serving the local community Industry Hospital...  ...Services to play a pivotal role in the standardization and management of drug and therapeutic services within a patient-centric,... 
    Local area

    Confidential

    San Antonio, TX
    4 days ago
  •  ...Vice President, Scientific Services About the Company Respected provider of high-quality medical communications services Industry...  ..., as well as experience in driving business growth and managing complex, multi-account portfolios. The ideal candidate will be... 

    Confidential

    San Antonio, TX
    1 day ago
  • $120k - $300k

    Join to apply for the Tax Director - Private Client Services role at Weaver Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals...  ...or related field Proven ability to manage, mentor, and develop staff Strong relationship... 
    Flexible hours

    Weaver

    San Antonio, TX
    1 day ago
  • $146k - $200k

    Tax Senior Manager, Private Client Services Job Description Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax...  ...U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and... 
    Work at office

    BDO USA

    San Antonio, TX
    4 days ago
  •  ...performance of the Community First Third-Party Administrator (TPA) Services, Inc., organization, ensuring strong compliance, operational...  ...portfolio, including claims administration, provider network management, enrollment and eligibility services, regulatory reporting,... 
    Full time

    University Health

    San Antonio, TX
    4 days ago
  •  ...Consultant II At Lendmark Financial Services, we believe the success of our company...  .... Prepare reports, correspondences, transaction documentation, and record and file documentation...  ...all other duties as assigned by management. Basic requirements: ~ High School... 
    Work at office

    Lendmark Financial Services

    San Antonio, TX
    1 day ago
  •  ...affordable housing and supportive services to communities....  ...housing finance, including LIHTC transactions, HUD programs, and complex multifamily...  ...financial models, managing relationships with lenders and...  ...leadership to the Board of Directors. Candidates for the CFO position... 

    Confidential

    San Antonio, TX
    4 days ago
  • $50 per hour

     ...Superintendent to execute real estate transactions and tax collection functions....  ...for the district's financial services activity to ensure legally sound and effective management practices. Direct and monitor...  ...coordinate with the Executive Director of Accounting and other... 
    Temporary work
    Work at office
    Local area

    Judson ISD

    San Antonio, TX
    5 days ago
  •  ...expand our footprint with new hospitals and growing specialty services, we are seeking a visionary Vice President of Cardiovascular...  ...operations, strategic planning, quality improvement, and financial management within a large health system. Preferred Master's degree... 

    University Health

    Live Oak, Bexar County, TX
    4 days ago
  •  ...philanthropy donor advised grantmaking philanthropic advisory services and international About the Role The Company is seeking...  ...is also preferred. Experience in organizations that manage philanthropic or stewarded assets, such as community foundations... 

    Confidential

    San Antonio, TX
    2 days ago
  •  ...Industry Information Technology and Services Type Privately Held About the Role...  ...) with a strong background in financial advisory, strategic recommendations, and a proven...  .... The ideal candidate will be adept at managing key financial controls and be prepared... 
    Local area

    Confidential

    San Antonio, TX
    5 days ago
  • $21 - $29 per hour

     ...multitasker who would thrive in a high-energy environment? If so, then this might be the right opportunity for you! As an Operations Service Manager at Burlington, one of the largest off-price retailers in the country, you’ll be one of the leaders of the store team,... 
    Full time
    Flexible hours
    Night shift
    Early shift

    Burlington

    San Antonio, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Transaction Advisory Services. Be the first to apply!