MD, M&A Advisory Group

Texas Capital•Dallas, TX

About The Position

Texas Capital is seeking an experienced and highly skilled Managing Director (MD) to lead our M&A Advisory Group. This role involves originating and executing M&A transactions, providing strategic financial advice to clients, and driving the growth of our advisory practice. Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Texas Capital Bank is seeking an experienced and highly skilled Managing Director (MD) to lead our M&A Advisory Group. This role involves originating and executing M&A transactions, providing strategic financial advice to clients, and driving the growth of our advisory practice. Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long lasting relationships. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA designation preferred.
Minimum of 15 years of progressive experience in investment banking, M&A advisory, or corporate development, with a significant track record of leading successful transactions.
FINRA Series 79 and 63 licenses required.
Demonstrated expertise in M&A strategy, valuation methodologies, financial modeling, and transaction structuring.
Extensive network of client relationships and a proven ability to originate new business.
Exceptional leadership, communication, and interpersonal skills.
Strong analytical and problem-solving abilities with meticulous attention to detail.
Ability to work independently and collaboratively in a fast-paced, high-pressure environment.
Proficiency in financial software (e.g., Bloomberg, Capital IQ) and Microsoft Office Suite (Excel, PowerPoint, Word).

Responsibilities

Lead all aspects of M&A transaction execution, including origination, due diligence, valuation, structuring, negotiation, and closing.
Develop and maintain strong relationships with clients, private equity firms, and other key stakeholders.
Identify and pursue new business opportunities, contributing to the growth and profitability of the M&A Advisory Group.
Provide expert strategic and financial advice to clients across various industries, assessing their needs and developing tailored solutions.
Mentor, coach, and develop junior team members, fostering a high-performance culture.
Conduct complex financial modeling, valuation analyses, and industry research.
Prepare and present compelling pitches, proposals, and transaction-related materials to clients and senior management.
Ensure compliance with all regulatory requirements and internal policies.
Represent Texas Capital Bank at industry events and conferences, enhancing the firm's visibility and reputation.