Managing Director - Transaction Advisory Services
About The Position
Neos Talent is exclusively partnering with a high-growth, private equity–backed advisory firm to appoint a Managing Director within its Transaction Advisory Services (TAS) practice. This firm operates a fully integrated platform across Transaction Advisory, Valuations, Performance Improvement, Turnaround & Restructuring, Office of the CFO and Investment Banking. With significant institutional backing and sustained national expansion, the business is scaling rapidly across major U.S. markets. This opportunity is suited to a commercially driven TAS leader seeking true revenue ownership, platform impact, and MD-level economics within an entrepreneurial environment. The Role The Managing Director will: Lead buy-side and sell-side financial due diligence engagements for private equity sponsors, lenders and corporate acquirers Oversee Quality of Earnings, working capital, net debt, cash flow and risk analysis Deliver board-ready reports and executive-level insights Review transaction agreements and key commercial contracts Drive cross-functional collaboration across Performance Improvement, Restructuring and Investment Banking teams Build and maintain a personal network generating consistent deal flow Contribute meaningfully to firm-wide growth and strategic initiatives Mentor and develop emerging leadership within the TAS team This is a revenue-impacting role with direct influence over practice growth and market positioning.
Requirements
- 15+ years of financial due diligence experience (or audit + FDD combination)
- Big 4 background strongly preferred
- Certified Public Accountant (CPA)
- Deep expertise in U.S. GAAP
- Demonstrated success pitching and converting PE and lender mandates
- Existing sponsor and capital provider relationships
- Strong executive communication and client leadership capability
- Proven ability to operate effectively in lean, high-performance teams
Responsibilities
- Lead buy-side and sell-side financial due diligence engagements for private equity sponsors, lenders and corporate acquirers
- Oversee Quality of Earnings, working capital, net debt, cash flow and risk analysis
- Deliver board-ready reports and executive-level insights
- Review transaction agreements and key commercial contracts
- Drive cross-functional collaboration across Performance Improvement, Restructuring and Investment Banking teams
- Build and maintain a personal network generating consistent deal flow
- Contribute meaningfully to firm-wide growth and strategic initiatives
- Mentor and develop emerging leadership within the TAS team
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
