Managing Director, Transaction Advisory Services
Title: Managing Director - Transaction Advisory Services (TAS)
Location:
Flexible across major U.S. markets with existing offices.
Firm Overview
Our client is a leading corporate finance advisory firm offering services across Transaction Advisory, Investment Banking, and Transaction Opinions. The TAS practice includes ~200 professionals and is known for its deep expertise in FDD and collaborative, growth-oriented culture.
Job Summary
As Managing Director, you will be responsible for originating and executing TAS engagements, primarily focused on FDD. You'll work closely with private equity clients and strategic buyers, supported by a strong junior team and infrastructure. This is a performance-driven role with significant upside for entrepreneurial professionals.
Qualifications
- Extensive experience in Financial Due Diligence
- Proven ability to generate $3M+ in annual revenue
- Strong relationships with private equity firms and referral sources
- Demonstrated leadership and mentoring capabilities
- Cultural fit with a team that values excellence, collaboration, and integrity
Requirements
- Historical revenue performance (3-5 years)
- Revenue breakdown by service line and industry
- Clear sourcing strategy: PE relationships, hunting efforts, referrals
- Existing book of business
Why Join
- Be part of a collegial, family-like team with a strong sense of camaraderie
- Work under respected leadership with a proven growth track record
- Access to a robust platform and support team to enable success
- Opportunity to build something meaningful and extraordinary
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