Managing Director, BDO Capital Advisors - Investment Banking
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 by networking and converting prospects into clients, and oversees and executes transactions to ensure deliverables are completed appropriately and on time. The Managing Director manages the execution team’s workload and mentors staff, bringing an entrepreneurial, metrics-driven mindset focused on departmental goals and measurable revenue results. The role executes buy-side and sell-side transaction advisory engagements, including financial and business due diligence for companies and private equity or debt investors. It analyzes client data and transaction documents, identifies risks and opportunities, and guides clients and decision-makers throughout transactions. The Managing Director leads engagement teams and transaction execution, including due diligence, valuation analysis, and contract negotiations. The position performs 100% of its duties in the office and may require travel for client meetings or events during regular hours, evenings, and/or weekends.
Requirements
- Bachelor’s degree in Accounting or Finance.
- MBA degree.
- Ten or more years of experience at an investment bank or 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 with 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, multitasking, and prioritization skills to meet multiple simultaneous deadlines in a fast-paced environment.
- Advanced analytical and modeling skills and attention to detail.
- Excellent written and verbal communication 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 and events during regular work hours, evenings, and/or weekends.
Nice To Haves
- Experience at a middle market investment bank.
- Experience managing and leading teams at a regional boutique or middle market bank.
Responsibilities
- Execute buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance 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.
- Satisfy internal and external customers.
- Manage team efforts and provide 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.
- Lead engagements, manage client deliverables, oversee engagement colleagues, and provide real-time feedback and guidance to clients and diligence providers to support timely, efficient product 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.
- Perform other duties as assigned.
Benefits
- BDO is an ESOP company; eligible participants receive a stake in the firm’s success through beneficial ownership.
- Comprehensive compensation and Total Rewards benefits offerings, with ESOP participation as an addition to the retirement plan.
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What This Job Offers
Job Type
Full-time
Career Level
Director
