Director, M&A Advisory

Robertson & Company Ltd.; New York (NY); On-site; USD 250,000 - 450,000; Full time

Job summary

Robertson & Company Ltd. seeks an experienced M&A professional to lead advisory opportunities and oversee complex transactions across sectors in the U.S. market. You will advise on strategy, valuation, and deal structuring while expanding relationships with senior clients.

You will collaborate across corporate finance teams and external partners, delivering integrated client solutions and mentoring junior colleagues in a fast-growing, global setting.

Qualifications

• 8–12 years of progressive M&A advisory or related finance experience.
• Proven track record originating and executing significant M&A transactions.
• Strong industry sector knowledge with senior stakeholder relationships.
• Advanced valuation, structuring, deal execution, and negotiation skills.
• Excellent analytical, presentation, and written/verbal communication.

Responsibilities

• Generate and lead M&A advisory opportunities across priority sectors.
• Oversee complex transactions from mandate to closing.
• Advise clients on strategy, valuation, structuring, and legal considerations.
• Build and expand senior-level client relationships; identify strategic opportunities.
• Collaborate across internal and external teams to deliver integrated solutions.
• Communicate recommendations clearly to senior executives; coach junior staff.

Skills

M&A advisory

Client relationships

Valuation

Deal execution

Leadership

Negotiation

Communication

Education

Bachelor’s in Finance/Economics/Business

MBA

CFA designation

Tools

FINRA registrations

Job description

Our client is a globally established financial institution undergoing strategic expansion within the U.S. capital markets space. With an established international presence and a growing footprint in North America, the organization is continuing to invest in its U.S. investment banking and advisory capabilities. This role offers the opportunity to join a growing, entrepreneurial platform at an important stage of its development, working closely with senior leadership to expand its M&A franchise, deepen key client relationships, and contribute to the long-term growth of the business.

What you will achieve in this role:

• Generate and lead M&A advisory opportunities that support revenue and profitability objectives across priority sectors.
• Oversee complex transactions through the full deal lifecycle, from initial client dialogue and mandate development through execution and closing.
• Act as a senior advisor to clients on transaction strategy, valuation, structuring, legal considerations, and other complex deal matters.
• Build, maintain, and expand senior-level client relationships while identifying opportunities for broader strategic advisory and capital markets engagement.
• Use sector knowledge, market intelligence, competitive activity, and recent transaction trends to shape client strategies and uncover new mandates.
• Develop thoughtful and commercially practical solutions for sophisticated transaction structures and execution challenges.
• Partner across internal corporate finance and banking teams, as well as external strategic partners, to deliver an integrated client offering.
• Communicate recommendations and transaction matters clearly and credibly to senior executives and other key stakeholders.
• Provide leadership to junior professionals through coaching, delegation, transaction oversight, and the promotion of a collaborative, high-performance culture.
• Contribute to the continued development of the broader Corporate Finance and M&A Advisory strategy while maintaining strong ethical and professional standards.

What you must bring to this role:

• 8-12 years of progressive experience in M&A advisory, investment banking, or a closely related corporate finance environment.
• Demonstrated success originating and executing significant M&A transactions, including a track record of generating advisory revenue.
• Strong industry or sector expertise with the ability to develop trusted relationships with senior client stakeholders.
• Advanced knowledge of valuation, transaction structuring, deal execution, and the commercial considerations involved in complex M&A engagements.
• Excellent analytical, negotiation, presentation, and written and verbal communication skills.
• Proven leadership capabilities, including the ability to guide junior team members and coordinate effectively across functions in a global organization.
• Ability to manage multiple high-priority transactions and client initiatives simultaneously in a deadline-driven environment.
• Bachelor’s degree in Finance, Economics, Business, or a related discipline; an MBA and/or CFA designation is considered an asset.
• FINRA registrations including SIE, Series 7, Series 79, and applicable Series 63 state securities registration.

Only those who are qualified will be contacted.

This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.