Investment Banking - Managing Director, Mergers & Acquisitions (M&A) (Providence)

Location: Connecticut and Southeast Florida will be consideredPKF Investment Banking () is seeking an experienced Managing Director to join our growing M&A advisory practice. This role offers a high degree of autonomy for a senior banker who excels at client development, transaction leadership, and relationship-driven advisory work.At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million in a diverse group of industries. Our practice is built around senior-level execution, thoughtful advice, and customized transaction processes designed to meet the specific needs of business owners.This is a unique opportunity to join an entrepreneur-minded firm which is supported by a private equity-backed leading accounting and advisory platform. In this position, you will have the ability to significantly impact the firm’s expansion and success.Primary ResponsibilitiesOriginate and execute sell-side and strategic M&A transactions for privately owned companiesServe as a trusted advisor to founders, entrepreneurs, and family-owned businessesLead transaction teams through all phases of the M&A processDevelop and maintain long-term senior-level client relationshipsContribute to business development initiatives and firm growth strategiesMentor and develop junior team membersQualificationsMust be able to work in the office a minimum of 3 days per week.15+ years of investment banking experience, with a strong focus on middle market M&ADemonstrated success in transaction origination and executionEstablished business community networkStrong leadership, judgment, and client management skillsEntrepreneurial mindset with the ability to operate independentlyBachelor’s degree required, MBA or equivalent preferredSeries 63 and 79 licensesCompensation & Benefits:An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs. At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: Medical, Dental, and Vision plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan and Profit-Sharing programFlexible Spending & Health Saving accountsEmployee Assistance, Wellness, and Work-life programsCommuter & Parking benefits programsInclusive Parental Leave BenefitsGenerous Paid Time Off (PTO)Paid Firm HolidaysCommunity & Volunteering programsRecognition & Rewards programsTraining & Certification programsDiscretionary Performance Bonus*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.ABOUT PKF INVESTMENT BANKINGPKF O’Connor Davies Capital LLC (D/B/A PKF Investment Banking) is a subsidiary and investment banking affiliate of PKF O’Connor Davies Advisory LLC. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.“PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies Advisory LLC, an independently owned entity, provides professional services in accordance with applicable professional standards.PKF O’Connor Davies is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O’Connor Davies ranks among the top 26 CPA firms on Accounting Today’s 2024 “Top 100 Firms” list. For further information, please visit .PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.#LI-LC1#LI-HybridJob SummaryRequisition Number: INVES004337Job Category: Advisory - Merger \& AcquisitionSchedule: Full-Time