Managing Director - M&A/Exit Planning Advisory

Executive Staffing Group (ESG); New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

An established industry player is seeking a Managing Director for Mergers & Acquisitions and Exit Strategies. This senior leadership role involves driving strategic initiatives related to M&A for clients across various industries. The ideal candidate will have over 12 years of experience in M&A, investment banking, or corporate development, with a proven track record of leading complex transactions. This role offers the opportunity to collaborate closely with executive teams, mentor high-performing staff, and represent the firm at industry events. If you are a strategic thinker with strong leadership skills, this is the perfect opportunity to make a significant impact.

Qualifications

• 12+ years of experience in M&A, investment banking, or corporate development.
• Expertise in financial modeling, valuation methods, and due diligence.

Responsibilities

• Oversee development of M&A strategies and identify acquisition targets.
• Build relationships with Private Equity and Family Office clients.
• Lead negotiations and guide transaction documentation preparation.

Skills

Mergers and Acquisitions (M&A)

Financial Modeling

Valuation Methods

Due Diligence

Leadership

Client Advisory

Negotiation

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

The Managing Director, Mergers & Acquisitions (M&A) and Exit Strategies is a senior leadership role responsible for driving strategic initiatives related to mergers, acquisitions, divestitures, and exit strategies for clients across diverse industries. The Partner will oversee the development and execution of M&A strategies, collaborating closely with client executive teams and leveraging the firm's technical expertise across multiple practice areas. Ideally, this individual has extensive experience working with family-owned and founder led businesses in the lower middle market.

Responsibilities

Strategic Leadership

• Oversee the development of client M&A strategies, including identifying acquisition targets, strategic partnerships, and divestiture opportunities.
• Collaborate with client executive teams to align on strategic objectives and growth initiatives.
• Provide guidance on industry research, market analysis, and competitor benchmarking to inform strategic recommendations.
• Advise on and oversee the implementation of exit strategies, including IPOs, mergers, private sales, and alternative ownership structures.
• Prepare client companies for sale, ensuring readiness for due diligence, financial disclosures, and market positioning.

Business Development & Client Advisory

• Build and maintain strong relationships with Private Equity, Family Office, and other strategic clients.
• Identify and pursue new opportunities to expand the firm's M&A practice and services.
• Serve as a trusted advisor to clients, providing high-level guidance on complex M&A transactions and exit planning.
• Oversee deal flow and ensure smooth execution of transactions, including due diligence, financial modeling, and valuation.
• Collaborate with other practice areas within the firm, such as Due Diligence, Valuation, Tax, and Legal teams, to provide clients with a seamless experience.
• Lead negotiations and guide the preparation of transaction documentation, including purchase agreements, term sheets, and financial disclosures.
• Mentor and lead a high-performing team, fostering a collaborative environment to drive efficiency and innovation.
• Represent the firm at industry events, networking forums, and client meetings to enhance the firm's market presence.

Qualifications

Education:

• Bachelor’s degree in Accounting, Finance, or a related field

Experience:

• 12+ years of experience in M&A, investment banking, private equity, or corporate development
• Proven track record of leading and overseeing complex M&A transactions and exit strategies.
• Expertise in financial modeling, valuation methods, and due diligence processes.
• Experience collaborating across technical disciplines (e.g., Due Diligence, Valuation, and Tax).
• Strong leadership skills with the ability to mentor and guide teams effectively.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Accounting/Auditing, Consulting, and Finance

Industries

• Business Consulting and Services, Investment Banking, and Accounting