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
$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- ...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...SuggestedRemote work
- ...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...SuggestedFull 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$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- ...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
- ...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
- ...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
- ...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
$155k - $410k
...workforce consulting focus on providing consulting services related to human resources, talent management, and organisational development. They analyse client... ...create an atmosphere of trust and innovation. As a Director, you will demonstrate thought leadership in payroll...Temporary workH1b$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- ...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
$134k - $181k
...NAMR Executive Career Advisory Senior Manager - Washington, United States of America Locations... ...Do Alumni, Career, and Executive Services is BCGs integrated North America function... ...candidates with deep experience in Boards of Directors and/or Private Equity will also be...Work at officeLocal area3 days per week- ...our goal was to establish an advisory firm that stands apart from... ...-enabled transformation and transactions we partner with our clients... ...planning budgeting account management and billing ensuring smooth... ...transformation within a professional services environment ~...Full timeLocal areaFlexible hours
- ...Senior Vice President, Asset Services About the Company Dynamic... ...real estate - property management agency leasing development... ...investment services tenant advisory market research sustainability... ...Title Executive Managing Director Functions Operations...Work at officeFlexible hours
- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers and acquisitions advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for M...
- ...Vice President, Real Estate & Workplace Services About the Company A complex organization managing a large corporate real estate portfolio and workplace operations... ...have a strong background in portfolio planning, transactions, lease management, facilities operations, and...
- ...Vice President of Technical Accounting Advisory About the Company Professional services firm providing technical accounting advice across the deal continuum. Industry Accounting Type Privately Held About the Role The Company is expanding its Technical...Work at office
- ...Chief Financial Officer, Multi-Unit Healthcare Services, Private Equity Our client is a rapidly growing multi-location Healthcare... ...combination of organic and acquisitive growth. With a proven management team and the backing of a leading private equity sponsor the company...Full time
$100k
...go round. Global supply chain management is what we do, and at the... ...foster an innovative, customer service-based approach to logistics.... ...! Job Description The Director, Global Legal Services (Compliance... ...program, with direct advisory engagement to and with company...Work at officeFlexible hours$145k - $300k
...Excellence . Both our client service and culture are second to... ...Make Stout is looking for Directors to support our Business & Professional... ...and sell-side diligences) Manage the development of and/or... ...due diligence and other transaction-related services to private equity...Work at officeLocal areaFlexible hours- ...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...
- ...individual to fill the newly created role of Manager, Accounting Services , reporting directly to the Director of Accounting. You will be responsible for overseeing... ...with international payments, multi-currency transactions, and tax compliance requirements Excellent...Full timeContract workPart timeWork experience placementWork at officeLocal areaFlexible hours
- ...Manager, Accounting Services Serco Inc. is seeking a dynamic and highly skilled individual to fill... ...Services, reporting directly to the Director of Accounting. You will be responsible... ...payments, multi-currency transactions, and tax compliance requirements...Work experience placementWork at officeLocal area
- ...Fund Administration: Investor Services - Consultant CFGI, founded in 2000, is a dynamic... ...across accounting, financial reporting, transactions, regulatory compliance, and digital... ...into Salesforce, ensuring accuracy through Manager-level approval. Investor Document...Full timeFlexible hoursShift work
$130k - $155k
...Manager - Bus Operations and Service PlanningApply now » Apply now Apply Now Start apply with LinkedIn Start ~ Please wait... Date... ...infrastructure includes aviation, highways and bridges, planning and advisory services, ports, rail and transit, tunnels, and water....Permanent employmentFull timeWork at officeLocal areaImmediate startFlexible 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
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