Director, Transaction Advisory Services

Beech Valley Solutions; Philadelphia (Philadelphia County); On-site; USD 180,000 - 230,000; Full time

Job summary

Beech Valley Solutions seeks an experienced Director to lead its healthcare Transaction Advisory Services practice in the Philadelphia market, overseeing buy-side and sell-side engagements, M&A, due diligence, and post-transaction integration for health systems and private equity sponsors.

You will guide multidisciplinary teams, develop executive materials, and expand engagements by leveraging QoE, working capital assessments, and sophisticated financial modeling.

Qualifications

• Bachelor’s degree and 8+ years of progressive experience in Transaction Advisory Services or related fields.
• MBA, MHA, CPA, CFA, or another relevant advanced degree or professional certification.
• Experience leading complex healthcare transactions, including buy-side and sell-side engagements.
• Strong technical experience with QoE analyses, working capital assessments, financial modeling, and transaction analytics.
• Healthcare industry experience across hospitals, health systems, physician practices, and related subsectors.
• Ability to manage multiple engagements and build trusted relationships with executive-level stakeholders.
• Excellent analytical, project management, and executive presentation skills.
• Proven leadership and mentoring of consulting professionals.

Responsibilities

• Lead multiple healthcare transaction advisory engagements, including buy-side and sell-side transactions, M&A, strategic partnerships, joint ventures, and physician alignment initiatives.
• Direct financial due diligence, including QoE analyses, working capital assessments, debt and debt-like analyses, financial modeling, earn-out calculations, and transaction-related analytics.
• Advise executive leadership teams, private equity sponsors, health systems, physician organizations, and other stakeholders throughout the transaction lifecycle.
• Identify and communicate transaction risks, value creation opportunities, and strategic considerations.
• Lead multidisciplinary engagement teams while managing project scope, timelines, budgets, and deliverable quality.
• Develop executive presentations, diligence reports, board materials, and other transaction-related deliverables.
• Build trusted client relationships and identify opportunities to expand existing engagements and develop new business.
• Support proposal development, client presentations, thought leadership, recruiting, and the continued development of transaction advisory best practices.

Education

Bachelor's degree

MBA or equivalent

CPA or CFA or equivalent

Job description

We are seeking an experienced Director to support a growing Transaction Advisory Services practice focused on the healthcare industry in the Philadelphia market. This role will lead complex buy-side and sell-side transactions, financial due diligence, M&A, strategic partnerships, physician alignment initiatives, and post-transaction integration. The Director will serve as a senior advisor to executive teams, private equity sponsors, and healthcare organizations while leading multidisciplinary engagement teams and supporting practice growth.

What You’ll Do

• Lead multiple healthcare transaction advisory engagements, including buy-side and sell-side transactions, M&A, strategic partnerships, joint ventures, and physician alignment initiatives.
• Direct financial due diligence, including Quality of Earnings (QoE) analyses, working capital assessments, debt and debt-like analyses, financial modeling, earn-out calculations, and transaction-related analytics.
• Advise executive leadership teams, private equity sponsors, health systems, physician organizations, and other stakeholders throughout the transaction lifecycle.
• Identify and communicate transaction risks, value creation opportunities, and strategic considerations.
• Lead multidisciplinary engagement teams while managing project scope, timelines, budgets, and deliverable quality.
• Develop executive presentations, diligence reports, board materials, and other transaction-related deliverables.
• Build trusted client relationships and identify opportunities to expand existing engagements and develop new business.
• Support proposal development, client presentations, thought leadership, recruiting, and the continued development of transaction advisory best practices.

What We’re Looking For

• Bachelor’s degree and 8+ years of progressive experience in Transaction Advisory Services, Financial Due Diligence, healthcare consulting, investment banking, corporate development, or a related field.
• MBA, MHA, CPA, CFA, or another relevant advanced degree or professional certification.
• Demonstrated experience leading complex healthcare transactions, including buy-side and sell-side engagements.
• Strong technical experience with QoE analyses, working capital assessments, financial modeling, and transaction-related analytics.
• Healthcare industry experience across sectors such as hospitals and health systems, physician practices, ASCs, MSOs, DSOs, revenue cycle management, healthcare IT, payors, pharmacy, or post-acute care.
• Proven ability to manage multiple concurrent engagements and build trusted relationships with executive-level stakeholders.
• Excellent analytical, project management, communication, and executive presentation skills.
• Demonstrated leadership, sound business judgment, and experience mentoring and developing consulting professionals.

Nice to Have

• Experience within a dedicated healthcare Transaction Advisory Services or Financial Due Diligence practice.
• Significant experience advising private equity firms, strategic investors, or healthcare organizations through complex transactions.
• Broad exposure across multiple healthcare subsectors and transaction structures.