Managing Director - Transaction Advisory Services (TAS)
Role: Managing Director - Transaction Advisory Services
Location: Flexible / Hybrid (Anywhere in the U.S.)
Base Compensation: $300,000 + Competitive Performance-Based Incentives
Reporting To: Head of TAS (10+ year tenure, founding member of the group)
About the Firm
We are currently partnered with a dynamic, full-service middle market investment bank known for their high-touch client service, deep sector expertise, and collaborative culture. Their Transaction Advisory Services (TAS) group plays a critical role in supporting buy-side and sell-side clients through complex financial transactions.
Role Overview
As a Managing Director in the TAS group, you will lead and execute financial due diligence engagements for private equity and corporate clients. You will be instrumental in driving growth, mentoring junior talent, and maintaining our reputation for excellence in the middle market.
Key Responsibilities
- Lead and manage financial due diligence engagements across various industries.
- Analyze historical and projected financial performance, working capital, and quality of earnings.
- Develop and maintain strong client relationships, acting as a trusted advisor throughout the transaction lifecycle.
- Collaborate with deal teams, tax advisors, and legal counsel to deliver integrated solutions.
- Contribute to business development efforts, including proposal writing, pitch presentations, and networking.
- Mentor and develop junior professionals within the TAS team.
Qualifications
- 10+ years of experience in Transaction Advisory Services, financial due diligence, or related fields.
- Proven track record of leading complex engagements and managing client relationships.
- Deep understanding of middle market dynamics and deal structures.
- CPA, CFA, or MBA preferred.
- Strong analytical, communication, and leadership skills.
Why Join Us?
- Location Flexibility: Work from anywhere in the U.S.
- Compensation: Competitive base salary of $300,000 plus performance-driven incentives.
- Culture: Tight-knit, collaborative team with a strong sense of purpose and shared success.
- Leadership: Report directly to a seasoned Head of TAS who helped build the group from the ground up.
If you're interested in learning more about this opportunity, please don't hesitate to apply in directly below!