About The Position

The Managing Director, BDO Capital Advisors advises clients on mergers and acquisitions and strategic solutions aligned with their vision. The role drives business development through networking and converting prospects into clients, and oversees and executes transactions to ensure deliverables are completed appropriately and on time. The Managing Director oversees the execution team’s workload and mentors staff, using an entrepreneurial, metrics-driven approach to achieve departmental goals and measurable revenue results. The position leads buy-side and sell-side transaction advisory engagements, including financial and business due diligence for companies and private equity or debt investors. It analyzes financial and operating information, reviews quality of earnings, assesses working capital, potential liabilities, and transaction risks, and reviews transaction documents to support clients in negotiations. The Managing Director also identifies pre- and post-close opportunities and develops go-to-market strategies. As the lead professional on engagements, the Managing Director manages clients throughout the transaction process, leads day-to-day execution, coordinates due diligence and valuation analysis, and oversees contract and agreement negotiations. The role directs due diligence meetings, drafts and reviews tailored reports, manages engagement colleagues, and provides guidance and feedback to clients and diligence providers. It also manages and mentors team members using an apprenticeship approach. The position performs all duties in the office and may involve travel for client meetings or events during regular work hours, evenings, or weekends.

Requirements

  • Bachelor’s degree in Accounting or Finance.
  • MBA degree.
  • At least 10 years of experience at an investment bank or in a similar corporate finance vertical.
  • Experience successfully managing and leading a team of vice presidents, associates, and/or analysts, both in person and remotely.
  • FINRA Series 63 and 7 or 79 licenses, or active pursuit of licensure.
  • Proficiency in Microsoft Office Suite.
  • Strong business acumen, analytical and problem-solving skills, and ability to understand how business model decisions affect performance.
  • Comfort with ambiguity and fluid client situations.
  • Strong time management skills and ability to multitask and prioritize projects to meet multiple simultaneous deadlines in a fast-paced environment.
  • Advanced analytical and financial modeling skills with attention to detail.
  • Excellent written and verbal communication skills and a polished, professional demeanor.
  • Ability to work cohesively with colleagues and clients as a team player.
  • Self-motivation, ability to work under pressure, and proactive follow-up skills.
  • Ability to travel for client meetings or events during regular work hours, evenings, and/or weekends.

Nice To Haves

  • Experience at a middle-market investment bank.
  • Experience leading teams preferably at a regional boutique or middle-market bank.

Responsibilities

  • Execute buy-side and sell-side transaction advisory engagements, including financial and business due diligence for companies and private equity or debt investors.
  • Market services to external clients and internal partners, develop client networks, and support sales and marketing strategies.
  • Network with prospects to build revenue-producing relationships.
  • Analyze client data to identify historical and projected financial and operating trends; review quality of earnings; and assess working capital, potential liabilities, and risks to guide transaction decision-makers.
  • Review transaction documents and provide clients with insights for negotiations.
  • Identify pre- and post-close business opportunities and enhance go-to-market strategies.
  • Work to satisfy internal and external customers.
  • Manage and mentor the team, providing guidance using an apprenticeship approach.
  • Direct due diligence meetings and draft and review tailored due diligence reports focused on key issues.
  • Manage and coordinate the client approach throughout the transaction process.
  • Serve as lead professional and principal client contact on engagements; manage client deliverables, oversee engagement colleagues, and provide real-time feedback and guidance to clients and diligence providers to support timely, efficient delivery.
  • Lead day-to-day transaction execution, including due diligence, valuation analysis, and negotiation of contracts and other agreements.
  • Perform all job duties in the office and travel for client meetings or events as needed.
  • Perform other duties as assigned.
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