M&A Transaction Advisory Director

Marks Sattin; New York (NY); On-site; USD 120,000 - 250,000; Full time

Job summary

An established industry player is seeking a dynamic Managing Director to lead their M&A Transaction Advisory team. This prestigious role offers the chance to act as the Lead Deal Advisor, enhancing the firm's reputation while managing a talented team. With over a decade of experience in M&A and a strong leadership background, you will drive business growth and originate deal opportunities. This exciting position comes with competitive compensation and a variety of national and global projects, making it an ideal opportunity for a seasoned professional eager to make a significant impact in the financial services sector.

Benefits

Competitive compensation

Bonus earnings based on performance

Exciting range of projects

Qualifications

• 10+ years of M&A/Transaction Services experience required.
• Proven track record in leading and executing transactions.

Responsibilities

• Lead execution of transaction work and support firm growth.
• Manage and mentor a team responsible for financial models.

Skills

M&A Transaction Advisory

Leadership

Financial Modeling

Negotiation

Deal Origination

Education

CPA Qualification

CFA Qualification

Excellent Academic History

Job description

Marks Sattin is delighted to be recruiting for a prestigious opportunity to lead and expand our client's M&A Transaction Advisory team. Our client is an established and highly reputable professional services and consulting firm.

This role can be based out of the New York, Boston, Philadelphia, Washington D.C. or Chicago offices.

This growing firm boasts a renowned specialist M&A Transaction Advisory team with a proven track record of working with a mid-market client base that is sector agnostic, and often collaborates with international strategic buyers as well as private equity investors.

As a Managing Director of this experienced team, you will have the opportunity to act as the Lead Deal Advisor on engagements, develop your profile and reputation within the business community, and take a leading position in growing the firm's reputation.

Key Responsibilities:

• Leading the execution of all transaction work (buy side and sell side), supporting senior leadership with the continued growth of the firm.
• Enhancing the firm's reputation and brand as a mid-market M&A / Transaction Advisor within the wider firm's client base and the broader professional business community.
• Managing and mentoring a team of Managers, Senior Associates and Associates responsible for the preparation of pitchbooks, financial due diligence processes, forecasts, and financial models.
• Acting as the Lead Advisor on transactions, leading meetings with clients and investors, negotiations, handling SPA, and completions.
• Originating and generating deal opportunities, leveraging your extensive network and industry knowledge.

Rewards and Benefits:

• Competitive compensation and bonus earnings based on team and individual performance.
• Exciting range of projects and transactions (National & Global).

Qualifications and Experience:

• CPA / CFA Qualification would be advantageous.
• Excellent academic history.
• 10+ years of M&A / Transaction Services / Private Equity experience.
• 7+ years of leadership experience in a supervisory or managerial role.
• Proven track record in leading and executing transactions, originating deal opportunities, and driving business growth.

Seniority level

Director

Employment type

Full-time

Job function

Accounting/Auditing, Consulting, and Finance

Industries

Financial Services, Investment Banking, and Accounting