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
$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$126k - $182k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...(Baker Tilly) provide professional services through an alternative practice... ...Description:We are currently searching for a Manager to join our Transaction Advisory Service team within our...SuggestedFull timeLocal areaWorldwideShift work$120k - $140k
Job Summary The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national TAS strategy. Our M&A...Suggested- ...The KPMG Advisory practice is at the forefront of transformation... ...seeking a Technical Director - Accounting Advisory Services in Accounting Advisory... ...advisory assistance on transactions involving consolidation,... ...development team of associates to managers around similar technical...SuggestedH1bLocal 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...SuggestedRemote work
- ...Senior Vice President (SVP), CFO Services Location: Old Town... ...lead and grow our financial advisory practice. This executive-level... ...business challenges, evaluate transaction opportunities, and drive value... ...Responsibilities: Lead and manage Quality of Earnings (QofE), financial...Remote work
$87k - $195k
...Excellence . Both our client service and culture are second to none... ...'s Accounting & Reporting Advisory practice is expanding its Strategic... ...title is equivalent to a Manager-level role, typically requiring... ...finance transformation and transaction advisory platform. This role...Interim roleWork at officeLocal areaFlexible hours- Company DescriptionProSidian is a Management and Operations Consulting Services firm that delivers value to clients through tailored solutions grounded... ...at DescriptionProSidian Seeks a Technical Advisory Services Director | Independent Engineering (IE) Advisory Services...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...our Careers page. The Role in Brief Associate Director, Research and Strategic Advisory Services Focus Area: Higher Education Academic Strategy... ...projects and services that address the major strategic, management, and operational issues facing education today. Our...Remote work
$165k - $400k
...10 national professional services firm where our purpose is... ...through industry-focused wealth advisory, digital, audit, tax,... ...seeking a Principal or Signing Director to join our Transaction Tax practice.How you’ll... ...in this role: Manage and develop relationships...Full time$116.2k - $212.9k
...serving the global financial services marketplace and the only... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...The International Tax and Transaction Services practice is... ...capital agenda – Transaction Tax Advisory, International Corporate Tax...Permanent employmentSummer holidayFlexible hours$146.7k - $335.1k
...range of consulting and audit services to help our Federal, State,... ...Sector-Financial Accounting Advisory Services (GPS-FAAS) team is... ...exponentially, and as a Senior Manager you'll play a key role in... ...consulting, tax, strategy and transactions. Fueled by sector insights,...Work experience placementSummer holidayWork at officeLocal areaFlexible hours- ..., our goal was to establish an advisory firm that stands apart from the... ...technology-enabled transformation, and transactions, we partner with our clients to... ...an experienced and dynamic Managing Director to join our Transaction Advisory Services team, specializing in Initial...Local areaFlexible hours
- ...Business Function Global Transaction Services (GTS) comprises of Cash & Trade, Securities Services and Fiduciary Services. In an increasingly... ...of every company, so too, is a good understanding of how to manage these cashflows. Trade Finance, together with Cash...Full timeLocal area
$165k - $190k
...dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and... ...by forward-thinking peers. The Attorney Development Manager (ADM) drives development and engagement for associates...Full time- ...Managing Director, Financial Services About the Company Established financial services platform with infrastructure, specialists, and support... ...favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The...Full timeWork at office
$122k - $204k
...Required:NoneWhat You Will Do:Provide fraud advisory and industry domain expertise to help... ..., design, and strengthen fraud risk management programs across prevention, detection, investigation... ...Fraud advisory experience in financial services, FinTech, or consulting, including fraud...Full timeLocal areaRemote workFlexible hours- ...Banking Vice President, ESOP Advisory About the Company... ...businesses. Industry Financial Services Type Privately Held... ...end-to-end execution of ESOP transactions, recapitalizations, and M&A... ...transaction counterparties, managing financial analysis, valuation...Remote work
- ...is seeking a Vice President, Advisory in the United States Hill... ...Hill Advisory's client services and support business development... ...in infrastructure advisory, management consulting, project finance,... ...experience with alternative delivery transactions, ideally including...Full timeContract workTemporary workWorldwideFlexible hours
$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 Accounting... ...audit, financial advisory or transaction service linesFive (5)+ years’...Contract workWork at officeLocal areaWorldwideShift work$150k - $225k
...Description PEPI - CFO Services - Director OVERVIEW: A&M CFO Services work... ...Planning Performance Measurement & Management Business Transformation Auxiliary... ...Controllership, Finance and Accounting Advisory Services ACCREDITIDATION/EXPERIENCE...Part timeFlexible hours$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$110.5k - $130k
Job TitleDirector, Transaction ManagementJob Description SummaryAs the Transaction Management Director, you will lead transaction management... ...direct reports, field agents, service partners, and cross-... ...Cushman & Wakefield’s Portfolio Advisory Group, the Transaction Management...Minimum wageFull timeContract workWork at officeLocal areaFlexible hours- ...SouthTek Resources is a full service advisory services and tactical... ...Solutions Services Account Managers in the Metro DC areas due to... ...support across the full M&A transaction spectrum. Our team recruits... ...Experts • Senior Directors ~ Senior Compliance Personnel...Permanent employmentFull timeContract workH1bCurrently hiringWork at officeLocal areaRemote workHome officeVisa sponsorshipLong distance
$133k - $258k
CLA is a top 10 national professional services firm where our purpose is to create... ...through industry-focused wealth advisory, digital, audit, tax, consulting, and... ...each other.CLA is currently seeking a Manager/Director - Transaction Tax to join our Transaction Tax practice...Full time- Company DescriptionProSidian is a Management And Operations Consulting Services firm that focuses on providing value to clients through tailored solutions... ...Consultant | Strategic Planning & Executive Advisory [USCG10010] for Program Support on a Exempt W2: No Overtime...Full timeContract workTemporary workFor contractorsH1bWork at officeLocal areaMonday to FridayFlexible hours
- ...The KPMG Advisory practice is at the forefront of transformation... ...currently seeking a Director - Infrastructure,... ...: Lead, manage, and inspire a team of... ...with project finance transactions including financialmodeling... ...work hours, and years of service, KPMG provides...Full timeH1bLocal area
- ...The KPMG Advisory practice is at the forefront of transformation,... ...KPMG is currently seeking a Director - Infrastructure Project Advisory... ...focused on operations, asset management, organizational... ...standard work hours, and years of service, KPMG provides Personal Time...Full timeH1bLocal area
$197.3k - $313.7k
...you are the future of Salesforce.The Services Sales Solutions Architect Director plays a critical role in the... ...proposal as necessarySuccessfully manage multiple strategic clients simultaneouslyRecognized... ...experience in working in a client advisory roleDemonstrated ability to...Full timeRemote work$133.5k - $268.4k
...leading provider of professional services to the middle market globally... ...(M&A) Tax group is an advisory practice with significant advancement... ...and executing M&A transactions. RSM US LLP is looking for a dynamic M&A Federal Tax Manager to join our national Mergers...Full timeWork experience placementInternshipWork at officeLocal area
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