Director/Partner, M&A and Exit Strategies

Bright Self; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

Bright Self is looking for an experienced Managing Director / Partner in M&A and Exit Strategies to lead critical initiatives in mergers and acquisitions. This role requires collaboration with executive teams to drive strategic growth and maximize shareholder value.

The ideal candidate has over 12 years of relevant experience, strong expertise in financial modeling, and a proven track record in leading complex transactions. This position is based in New York and fosters strategic relationships to drive new business opportunities.

Qualifications

• 12+ years of experience in M&A, investment banking, private equity, or corporate development.
• Strong expertise in financial modeling, valuation, due diligence, and transaction execution.
• Proven leadership, negotiation, communication, and relationship management skills.

Responsibilities

• Develop and execute M&A strategies, including acquisitions and divestitures.
• Lead the full transaction lifecycle, including due diligence and deal structuring.
• Advise clients on exit strategies, including IPOs and mergers.
• Build relationships with investment banks and private equity groups.
• Manage transaction pipelines and identify growth opportunities.
• Lead and mentor cross-functional teams for deal execution.

Skills

Financial modeling

Valuation

Due diligence

Transaction execution

Negotiation

Relationship management

Education

Bachelor's degree in Accounting, Finance, Business Administration, or a related field

Job description

About the Role

We are seeking an experienced Managing Director / Partner, M&A and Exit Strategies to lead mergers, acquisitions, divestitures, and exit planning initiatives for our clients. This leadership role will work closely with executive teams to identify, evaluate, and execute strategic growth opportunities while maximizing shareholder value.

The ideal candidate will have a strong background in investment banking, private equity, corporate development, or M&A advisory, with a proven track record of successfully leading complex transactions. In addition to leading transaction execution, this role is expected to drive business growth by cultivating strategic relationships and generating new M&A and advisory opportunities through an established professional network.

Key Responsibilities

• Develop and execute M&A strategies, including acquisitions, partnerships, and divestitures.
• Lead the full transaction lifecycle, including due diligence, financial modeling, valuation, deal structuring, negotiations, and integration planning.
• Advise clients on exit strategies, including mergers, IPOs, private sales, and other liquidity events.
• Build and maintain relationships with investment banks, venture capital firms, private equity groups, and strategic advisors.
• Manage transaction pipelines and identify new growth opportunities.
• Lead and mentor cross-functional teams to ensure successful deal execution.
• Serve as a trusted advisor to clients and represent the firm at industry events.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• 12+ years of experience in M&A, investment banking, private equity, or corporate development, preferably within a public accounting firm environment.
• Strong expertise in financial modeling, valuation, due diligence, and transaction execution.
• Proven leadership, negotiation, communication, and relationship management skills.

Preferred Qualifications

• CPA or MBA preferred.
• Established network within the New York financial and advisory community.
• Experience leveraging technology to enhance transaction execution and efficiency.