Transaction Advisory Manager

Company Summary

Our client is a private equity-backed transaction advisory, valuation, and consulting firm with a leading reputation in healthcare services and a growing presence across technology, manufacturing, distribution, and business services. Having completed more than 70,000 engagements nationwide, the firm continues to expand its Transaction Advisory practice while investing in new capabilities and larger, more complex transactions.

Location

Preferred Locations:

• Dallas, TX
• Nashville, TN
• New York, NY
• Philadelphia, PA
• Chicago, IL

Work Environment:

• Hybrid schedule (in-office Monday through Thursday)
• Immediate start available

Position Overview

The Transaction Advisory Services Manager will play a key role in leading financial due diligence engagements for private equity and corporate clients. This individual will be responsible for managing day-to-day transaction execution, serving as a primary point of contact for clients, and working closely with senior leadership to deliver high-quality analyses and strategic insights throughout the deal process.

This is an excellent opportunity for an experienced transaction advisory professional looking to join a growing platform with a strong deal pipeline, collaborative culture, and clear path for continued advancement.

Key Responsibilities

• Lead buy-side and sell-side financial due diligence engagements.
• Analyze quality of earnings, working capital, cash flow, and key business performance drivers.
• Identify transaction risks, opportunities, and value creation considerations.
• Manage client relationships and serve as a key point of contact throughout engagements.
• Review analyses and deliverables prepared by junior team members.
• Present diligence findings and recommendations to clients and internal stakeholders.
• Oversee multiple engagements simultaneously while maintaining exceptional client service.
• Mentor and develop Senior Associates and Associates.
• Contribute to business development efforts and practice growth initiatives.

Ideal Candidate Background

• 4-7+ years of experience within Transaction Advisory Services, Financial Due Diligence, Deal Advisory, or a similar M&A-focused environment.
• Prior background in public accounting, preferably with a Big 4 or nationally recognized accounting firm.
• Experience leading buy-side and sell-side financial due diligence engagements.
• Strong understanding of Quality of Earnings, working capital, and transaction-related analyses.
• Exposure to healthcare transactions is preferred, though candidates with broader industry experience will also be considered.
• CPA designation preferred.
• Strong project management, communication, and client-facing skills.
• Proven ability to mentor junior team members and manage multiple priorities in a fast-paced environment.
• Collaborative, team-first mindset with a willingness to roll up your sleeves and contribute wherever needed.

Why Join This Opportunity?

• Join a nationally recognized advisory platform with a strong reputation and consistent deal flow.
• Gain exposure to a diverse mix of healthcare and non-healthcare transactions.
• Work alongside experienced leadership in a highly collaborative environment.
• Enjoy meaningful client interaction and opportunities to lead engagements.
• Strong culture built around humility, transparency, and teamwork.
• Clear opportunities for career progression as the practice continues to grow.
• Hybrid work environment and strong work-life balance relative to the broader transaction advisory market.
• Opportunity to help shape and grow a rapidly expanding transaction advisory platform.

If you're a transaction advisory professional looking to take the next step in your career with a growing and highly respected firm, we'd welcome the opportunity to connect.