Managing Director (CAVS)

Great American Holdings LLC; Dallas (TX); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Hybrid position

401(k) profit sharing retirement plan

Medical, dental, and vision insurance

Life and disability coverage

Paid holidays, vacation, and sick time

Job summary

GA Group is seeking a Managing Director to lead its Transaction Advisory Services practice in a designated market. The role focuses on strategy, growth, and delivering high-quality TAS engagements for private equity sponsors, lenders, and corporate clients.

The candidate will originate new work, build a strong local book of business, recruit and mentor teams, and partner with national leadership to scale the practice across markets.

Qualifications

• 12+ years of experience in transaction advisory, financial due diligence, Quality of Earnings, accounting advisory, investment banking, or related fields.
• Significant experience leading Quality of Earnings engagements and managing client engagements.
• Proven ability to originate, win, and expand client engagements and build senior relationships.
• Executive-level presence with ability to interact credibly with C-suite and PE professionals.
• Entrepreneurial mindset with ownership within a growing platform.

Responsibilities

• Lead the TAS practice strategy, growth, and market presence in the designated region.
• Originate TAS engagements and manage end-to-end delivery with quality and profitability.
• Build and maintain senior relationships with private equity sponsors, lenders, and corporate clients.
• Recruit, develop, and mentor local teams including Directors, Managers, and Associates.
• Collaborate with national practice leadership to share resources and ensure consistent client experience.

Skills

Executive presence

Leadership

Business development

Client relationships

Team building

Communication skills

Strategic thinking

Education

Bachelor's degree in Accounting/Finance/Business

CPA/CFA/MBA or equivalent credential

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Managing Director (CAVS)

9 days ago Requisition ID: 1075

GA Group is one of the nation's leading financial valuation firms providing a unique collection of services made up of Advisory, Real Estate, Retail, and Wholesale & Industrial solutions, in a combined breadth of expertise to offer tailored results across industries. From operational efficiency and restructuring to growth initiatives, we are committed to converting challenges into strategic advantages and enhancing value for our clients.

GA Group employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan, and other benefits including paid holidays, vacation and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.

POSITION SCOPE

GA Group has launched a comprehensive platform to serve clients through its “Core 4” Financial Advisory offerings: Valuation, Transaction Opinions, CFO Advisory, and Transaction Advisory Services (TAS), and isseeking an entrepreneurial, market-facing Managing Director to lead, build, and scale the firm’s Transaction Advisory Services practice in a designated geographic market. This senior leadership role will have primary responsibility for establishing and executing the local practice’s growth strategy; originating and delivering client work; building relationships with private equity sponsors, lenders, investment banks, corporate clients, and referral sources; recruiting and developing talent; and ensuring exceptional client service and technical quality across all engagements.

The Managing Director will operate as the local practice leader and a key member of GA Group’s broader Transaction Advisory Services leadership team. The successful candidate will combine deep technical Quality of Earnings expertise with a demonstrated ability to build a sustainable book of business, lead high-performing teams, and represent the firm credibly in the local deal community.

This is a highly visible leadership opportunity for an individual who is motivated to build a market-leading practice within a growing national platform.

Preferred geographies: Chicago, IL; Charlotte, NC; NYC; Boston, MA; Los Angeles, CA; Denver, CO; Houston, TX

ESSENTIAL DUTIES

Local Practice Leadership & Growth

• Lead the strategy, growth, operational performance, and market presence of the local TAS practice.
• Develop and execute an annual business plan, including revenue objectives, pipeline development, target-client strategy, hiring needs, and local market initiatives.
• Build GA Group’s reputation as a trusted partner among private equity sponsors, lenders, investment banks, attorneys, corporate development teams, and other transaction professionals.
• Serve as the senior local representative for the TAS practice, actively participating in industry organizations, conferences, networking events, and other business-development activities.
• Partner closely with leaders across GA Group’s Valuation, Transaction Opinions, CFO Advisory, Real Estate, Retail, and Wholesale & Industrial businesses to identify cross-selling opportunities and deliver integrated client solutions.
• Contribute to the national TAS practice strategy, methodologies, service offerings, and go-to-market approach.

Business Development & Client Relationships

• Originate new TAS and related transaction advisory engagements, while expanding relationships with existing clients and referral sources.
• Build and maintain a differentiated network of senior-level relationships across the local and regional deal ecosystem.
• Lead pursuit efforts, including opportunity qualification, scope development, fee proposals, client presentations, and negotiations.
• Own senior client relationships throughout the transaction lifecycle, serving as a trusted advisor on complex financial, operational, and deal-related matters.
• Identify opportunities to broaden the practice’s services, deepen client relationships, and generate repeat and referral business.

Engagement Delivery

• Provide executive oversight of multiple concurrent TAS engagements, ensuring quality, consistency, responsiveness, and commercial discipline.
• Lead or remain actively involved in significant, complex, high-risk, or highly visible engagements.
• Review and approve key client deliverables, ensuring that analysis is rigorous, findings are actionable, and communications meet GA Group’s standards.
• Oversee project economics, staffing, timelines, scope management, and realization across engagements.
• Drive ongoing improvement in methodologies, work product, quality-control processes, and the use of efficient tools and practices.

Team Building & Talent Development

• With the support of the Talent Team and to meet demand, recruit, retain, lead, and develop a high-performing local team, including Directors, Managers, Senior Associates, and Associates.
• Establish clear performance expectations and create a culture of accountability, client service, technical excellence, collaboration, and professional development.
• Mentor senior team members in engagement leadership, client relationship management, business development, and people management.
• Ensure staffing models support both near-term client needs and the long-term growth plan for the local practice.
• Work collaboratively with national practice leadership to share resources, develop talent, and deliver a consistent client experience across markets.

SKILLS AND EXPERIENCE

• 12+ years of experience in transaction advisory, financial due diligence, Quality of Earnings, accounting advisory, investment banking, private equity portfolio operations, or a closely related field; Bachelor’s degree in Accounting, Finance, Business, or a related discipline required; CPA, CFA, MBA, or other relevant advanced credential preferred.
• Significant experience leading Quality of Earnings engagements, including analysis of revenue, EBITDA normalization, working capital, cash flow, financial trends, and transaction-related risks.
• Demonstrated success in originating, winning, and expanding client engagements, with an established network of relationships in the relevant transaction market preferred.
• Proven experience building, managing, and developing teams in a fast-paced professional-services environment.
• Strong commercial and operational judgment, including an ability to manage engagement economics, capacity, utilization, and profitability.
• Executive-level presence and communication skills, with the ability to establish credibility with C-suite executives, private equity professionals, lenders, investment bankers, and other senior stakeholders.
• Ability to synthesize complex financial information into clear, concise, and actionable recommendations.
• Entrepreneurial mindset, strong personal ownership, and the ability to build within a growing platform.

WHY GA GROUP?

• Growth opportunities with training and internal path to promotion
• Encouragement to contribute your valuable ideas to improve our company, products, and services
• Regular communication with senior management of companies in a wide range of industries, providing frequent opportunities to expand your business knowledge.
• Healthy work-life balance with hybrid position, allowing for both remote work and in-person interaction and collaboration