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
$129k - $175.8k
...and supportive people, willing to listen to your ideas. Our Transaction Advisory Services practice focuses on the financial and tax due diligence... ...the relationships built to generate new projects and leads. Manage and coordinate the approach of clients, Armanino’s...SuggestedFull timeContract workLocal areaFlexible hours$129k - $175.8k
...Armanino Transaction Advisory Services At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate... ...equity investors with a focus on private equity deals Manage and coordinate approach of client, Armanino's engagement...SuggestedContract workLocal areaFlexible hours$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs a... ...strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. You will advise...SuggestedFull timeH1b$155k - $410k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelDirectorJob Description & SummaryThe OpportunityAs a Director in Deals - Capital Markets Accounting... ...accounting, financial reporting, transaction structures, and capital markets topics....SuggestedFull timeH1b$120k - $150k
...people, willing to listen to your ideas. CFO Advisory Services focuses exclusively on the office of the... ...with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting Lead and manage projects while coordinating directly with...SuggestedFull timeContract workWork experience placementWork at officeLocal areaWork from homeFlexible hours$168.8k - $230.1k
...Accrual Accounting after a transaction, Opening Balance Sheet preparation... ...A+ client delivery; Execute services and deliverables around... ...professionally develop CFO Advisory team members, actively participating... ..., organizational, management, analytical, decision-making...Full timeContract workWork experience placementLocal areaFlexible 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...Remote work
$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$106.9k - $171k
...continued growth within our CFO Advisory practice, Cherry Bekaert is... ...an Accounting Advisory Manager to join our national team. This... ...financial transformation, and transaction-related initiatives.Our industry... ...clients across Financial Services, Industrial & Consumer Goods,...Full timeWork experience placementLocal areaImmediate startRemote work- ...re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence... .../UHNW wealth management, family office advisory, and/or institutional investment roles.... ...~ PTO accrual increases with years of service ~ Extra perks like holiday savings...Work at office
$174.2k - $302.4k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...Advisory Services practice is seeking a Director to help lead complex forensic... ...experience, including the ability to manage complex client assignments in deadline...Full timeWork experience placementLocal area- ...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
- ...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
$130.6k - $221.6k
...payments technology, facilitating transactions between consumers, merchants, financial... ...influence channels.The Sr. Manager, Consulting & Market Advisory Partnerships will develop and manage... ...recommendations across the financial services marketplace.Essential Functions:Own...Full timeWork experience placementWork at officeLocal area$132.8k - $212.4k
As a CFO Advisory Senior Manager, you will:Support the performance of engagements by managing and delivering timely and accurate accounting and... ...fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities...Full timeWork experience placementWork at officeLocal areaRemote work$132.8k - $212.4k
...result of continued growth within our CFO Advisory - Accounting Advisory practice, an opportunity has been created for a Senior Manager to join our national practice with hybrid... ...as well as a passion for superior client service, uncompromising integrity, and excellent project...Full timeWork experience placementLocal areaRemote work$155k - $410k
Industry/SectorNot ApplicableSpecialismSalesforceManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Managed Services Salesforce Director, you will lead consulting services within our Technology Consulting practice, focusing on Salesforce applications to...Full timeTemporary workH1b$207.9k - $283.2k
...and help you succeed. This Managing Director role is responsible for expanding... ..., and partnering across advisory practices to deliver... ...financial reporting, tax planning, transaction support, litigation support... ...deliver integrated client service. Recognized industry...Full timeContract workLocal areaFlexible hours$134k - $181k
...solutions through leading-edge management consulting along with... ...DoAlumni, Career, and Executive Services is BCG’s integrated North America... ...team brings together career advisory, alumni engagement, and... ...deep experience in Boards of Directors and/or Private Equity will...Work at officeLocal area3 days per week- ...thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families... ...—helping families translate goals into action, manage sophisticated deal flow, and execute planning with precision...Work at office
$179.5k - $280.5k
Position SummaryThe CFO Advisory Director leads the execution and quality assurance of accounting... ...for overseeing accounting positions, managing delivery timelines, and identifying risks... ...and proactively manage risks in client service deliveryDeliver timely, high-quality,...Full timeWork experience placementWork at officeLocal area- Advisory Services Operations ManagerThe Advisory Services Operations Manager functions in a leadership role as primary operational point of contact to assigned Global/Vertical customers, primarily in North America.Directly responsible for oversight of Ricoh employees,...Contract workWork at officeWorldwideFlexible hoursNight shift
$132.8k - $212.4k
...result of continued growth within our CFO Advisory practice, an opportunity has been created for a Finance Transformation Senior Manager to join our national practice.Position... ...client relationships through additional services and solutions.Support executive presentations...Full timeWork experience placementWork at officeLocal areaRemote work$171.2k - $273k
...future of Salesforce.Role DescriptionThe Services Sales Solution Lead plays a critical... ...consensus on an acceptable proposalSuccessfully manage multiple strategic clients... ...selling professional services, including Advisory engagements5+ years relevant industry experiencePreferred...Full time$165k
About The Role As a CBRE Transaction Management Director, you will be a part of a high performing corporate... ...and transaction management services. You will work on a variety of programs... ...clients through four business segments: Advisory (leasing, sales, debt origination,...Work at officeFlexible hours$140.25k - $165k
Job TitleMarketing Director - Global Occupier ServicesJob Description... ...Director, Global Occupier Services (GOS) leads the marketing for... ...real estate outsourcing and advisory services for corporate occupiers... ...development, account management, and sales enablement to engage...Minimum wageFull timeFlexible hours- ...reputable urologists and general practitioners to join our Medical Advisory Board (MAB). As an MAB member, you will serve as a critical... ...arrangements are structured at Fair Market Value (FMV) for legitimate services rendered and are explicitly not contingent on or intended to...Hourly pay
$142.6k - $261.5k
...decision-making. As a ServiceNow Consulting Manager you’ll play a leading role in that... ...relationships and demonstrate the value of EY services Excellent business acumen with the... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected...Summer holidayWorldwideFlexible hours$121.1k - $193.8k
...is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions... ...you.Job DescriptionVisa is seeking a Product Marketing Manager to join the Value-Added Services Marketing team, supporting Visa's Risk & Security portfolio...Full timeWork experience placementWork at officeLocal area$175k
...Description: Pathstone is a growing wealth management firm serving ultra-high net worth... ...of wealth and well-being. Our services include investment advisory, as well as integrated planning and... ...growth. Working alongside Directors, Managing Directors and other firm...Full timeTemporary workSummer workWork at officeLocal areaRelocation packageFlexible hours
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