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
$200k - $325k
...nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team... ...optimize performance, manage risk, and maximize value through... ...opportunity for a Managing Director to join our Transaction Advisory Services practice....SuggestedWork at officeLocal areaRemote workFlexible hours$100k - $135k
...accounting, tax, and advisory firm with offices across... ...provide exceptional service while fostering long-term... ...an experienced Tax Manager to join our Professional... ...and working with our Transaction Advisory Services team... ...Collaborate with partners and directors on client deliverables...SuggestedFull timeWork at officeLocal area3 days per week- CohnReznick, a leading national professional services firm, seeks a Managing Director for Transaction Advisory Services. This remote role supports buy-side and sell-side due diligence, interacts with PE and corporate buyers, and leads engagements across multiple industries...SuggestedRemote jobFlexible hours
- ...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
$120k - $160k
...of continued growth within our Advisory practice, we are currently seeking a Manager for our national team that will... ...accounting and financial reporting services, reviews around complex GAAP &... ...IPO/SPAC and other high-stakes transaction matters Prepare and review financial...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
$130k - $160k
...Summary:Join one of the fastest growing transaction advisory services practice in the country, where your... ....The Transaction Advisory Services Manager is responsible for managing financial... ...companyPartners with TAS Senior Managers, Directors and Principals to identify and pursue...Work at officeImmediate start- ...business, including trade finance, cash management and digital initiatives. The successful... ...the development and delivery of transaction banking solutions. ~ Provide the following... ...banking, securities and other financial services related laws or regulations and operations...Full timePrivate practice
$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$210k - $250k
...our client, we are seeking a IPO Accounting Advisory - Managing Director to join the team of a leader in the Business Services space. This leader will guide clients... ...advisors and client stakeholders to keep complex transactions moving forward on time and with strong...Visa sponsorshipFlexible hours$100.35k - $201.5k
...Summary As a Capital Markets Transactions (CMT) - Manager within our Accounting & Reporting Assurance... ...of IPO, SPAC, and other CMT advisory engagements. You'll closely work with... ...our clients. At Deloitte, we provide services using an approach designed to provide...Work at officeLocal areaVisa sponsorship- ...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
- ...well-established, family-owned property management and real estate company in the DC metro... ...Officer who will run the company — service delivery, financial performance, the team... ...operating shape will be familiar: high transaction volume, a vendor network you don't employ...Full timeRelocation
- ...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
- ...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
- ...Investment Banking Vice President, ESOP Advisory About the Company Top tier... ...firm focused on employee ownership transactions and advisory services. Industry Financial Services... ...transition transactions. This role involves managing financial analysis, valuation...Remote workRelocation
$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$176k - $365.5k
Government and Infrastructure - Financial Accounting Advisory Services - Senior Manager Location: McLean Other locations: Anywhere in Region Date... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi...Work experience placementSummer holidayWork at officeLocal areaFlexible hours$176k - $365.5k
...range of consulting and audit services to help our Federal, State,... ...-Financial Accounting Advisory Services (Government and Infrastructure... ..., and as a Senior Manager you'll play a key role in that... ...consulting, tax, strategy and transactions. Fueled by sector insights,...Work experience placementSummer holidayWork at officeLocal areaImmediate startFlexible hours$70.5k - $95k
...our Careers page. The Role in Brief: Associate Director, Research Advisory Services (Advancement & Financial Sustainability) EAB is the... ...partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and...Immediate startRemote workFlexible hours$146.7k - $335.1k
...Whether weighing the pros and cons of business transaction structure alternatives or tackling various... .... The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior Manager in our Technical Accounting Advisory Group (...Work experience placementSummer holidayWork at officeFlexible hours- ...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
$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$127.5k - $150k
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- 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
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