Director, Transaction Advisory Services

Beech Valley Solutions; United States; Remote; USD 180,000 - 320,000; Full time

Job summary

Beech Valley Solutions is seeking a Director to lead a growing healthcare Transaction Advisory Services practice. You will guide buy-side and sell-side transactions, financial due diligence, M&A, and physician alignment initiatives while mentoring multidisciplinary teams.

You will serve as a senior advisor to executives and private equity sponsors, developing strategic insights and supporting practice growth across healthcare sectors. Remote with travel is required.

Qualifications

• MBA/MHA/CPA/CFA or equivalent certification is preferred.
• 6+ years leading healthcare transaction advisory or related work.
• Proven QoE, financial modeling, and transaction analytics expertise.
• Experience advising executive teams and private equity sponsors.

Responsibilities

• Lead multiple healthcare TA engagements, including buy-side and sell-side.
• Direct QoE analyses, working capital assessments, debt-like analyses, and modeling.
• Advise executive teams and sponsors through the transaction lifecycle.
• Identify risks, value creation opportunities, and strategic considerations.
• Manage engagement scope, timelines, budgets, and deliverable quality.
• Develop executive presentations, diligence reports, and board materials.
• Build client relationships and expand existing engagements.
• Support proposals, client pitches, thought leadership, and recruiting.

Skills

Financial due diligence

QoE analyses

Financial modeling

Executive presentation

Project leadership

Healthcare industry knowledge

Education

MBA

MHA

CPA

CFA

Job description

We are seeking a Director to support a growing Transaction Advisory Services practice focused on the healthcare industry. 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 6+ 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.
• Remote with ability to travel 25% to 30%.

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.