Transaction Advisory Services (TAS) – Private Equity Principal

GHJ • San Jose, CA

11d • $239,000 - $350,000

About The Position

GHJ is seeking an accomplished transaction advisory professional with deep Private Equity relationships to help accelerate the growth of our existing buy-side Transaction Advisory Services practice. Leveraging GHJ's established Quality of Earnings platform, strong middle-market reputation, and multidisciplinary service offerings, the successful candidate will expand sponsor relationships, originate buy-side diligence engagements, and strengthen GHJ's presence within the Private Equity community. This is a unique opportunity for an entrepreneurial leader to help build GHJ's Private Equity platform while influencing strategy, market positioning, and long-term growth across Transaction Advisory, Audit, Tax, CAAS, CFO Advisory, and other consulting services. The position reports to the Transaction Advisory Services (TAS) Practice Leader and ultimately to the Advisory Services Practice Leader. Overtime collaborates closely with firm leadership in designing and executing GHJ’s Private Equity growth strategy. The position is expected to be filled at the Principal level, designed for an individual with the potential to progress to Partner based upon in particular demonstrated business development and leadership success.

Requirements

• Demonstrated ability to originate transaction advisory engagements through direct relationships with middle-market Private Equity firms and transaction intermediaries.
• Demonstrated success in business development (self-directed), relationship management, and growth execution.
• Proven experience leading teams and developing talent in a growth-oriented environment.
• Minimum of 10 years of experience leading or advising on Private Equity transaction advisory engagements.
• Strong executive presence with excellent communication and interpersonal skills.
• Ability to build trust and credibility with clients, referral sources, and internal stakeholders.
• Demonstrated ability to develop meaningful relationships and drive business development success.
• Strong leadership, collaboration, and team-building capabilities.
• Ability to balance market-facing responsibilities with high-quality engagement execution.
• Strategic thinker with strong commercial awareness and problem-solving skills.
• Strong organizational and follow-through skills.
• Ability to navigate ambiguity and operate effectively in a fast-paced, entrepreneurial environment.
• Commitment to mentorship, coaching, and talent development.
• Demonstrated alignment with GHJ’s collaborative and people-first culture.
• Ability to lead with empathy, accountability, and integrity while maintaining high standards of excellence.

Nice To Haves

• Existing network of Private Equity sponsors, investment bankers, lenders, attorneys, and other transaction professionals preferred.
• Experience collaborating across multiple service lines and driving cross-functional growth initiatives strongly preferred.
• CPA or other relevant professional designations strongly preferred.

Responsibilities

• Driving measurable growth through self-originations, relationship development and expansion, referral generation related to TAS engagements.
• Act as an internal thought leader by sharing market trends, transaction insights, and emerging developments affecting private equity clients and portfolio companies.
• Expand GHJ’s visibility and reputation within the Private Equity community through networking, conferences, thought leadership, speaking engagements, and industry participation.
• Stay current on evolving Private Equity market dynamics, transaction trends, technology, operational priorities, and competitive developments.
• Lead Private Equity-sponsored financial due diligence and Quality of Earnings engagements.
• Collaborate closely with M&A Tax and other advisory teams related to tax diligence, structuring, and transaction execution.
• Advise clients throughout the transaction lifecycle, including diligence findings, working capital considerations, EBITDA adjustments, purchase agreement provisions, and key business risks.
• Support clients and deal teams in navigating diligence timelines, data requests, and transaction processes.
• Provide leadership and coaching to engagement teams on critical diligence areas, risk identification, and client communication.
• Deliver high-quality insights and recommendations that support negotiations, value creation, and transaction decision-making.
• Leverage technology and data analytics to improve efficiency, quality, and insight generation.
• Contribute to the ongoing development of TAS methodologies, processes, and best practices, in particular as it relates to Private Equity client needs and trends.
• Develop sponsor coverage plans for target Private Equity firms.
• Cultivate relationships with Private Equity partners, operating partners, deal teams, investment bankers, lenders, attorneys, and other intermediaries.
• Build a repeatable referral ecosystem that generates transaction opportunities.
• Represent GHJ at industry conferences, sponsor gatherings, and industry associations.
• Participate in thought leadership initiatives focused on middle-market M&A and Private Equity trends.
• Coordinate strategic account planning across the firm.
• Partner with Audit, Tax, CAAS, CFO Advisory, and other service leaders to identify opportunities within sponsor and portfolio company relationships.
• Help develop a coordinated Private Equity go-to-market strategy across the firm.
• Facilitate introductions between Private Equity relationships and GHJ service line leaders.
• Identify opportunities for recurring services at both the fund and portfolio company levels.
• Serve as a catalyst for expanding GHJ's presence beyond transaction advisory services.
• Foster a high-performing, collaborative, and growth-oriented culture within TAS and across the broader firm.
• Lead by example through humility, accountability, responsiveness, and professionalism.
• Mentor and develop team members by creating opportunities for learning, exposure, and career advancement.
• Help identify and develop future leaders within the Private Equity niche and TAS practice.
• Encourage an environment of curiosity, innovation, continuous improvement, and entrepreneurial thinking.
• Promote open communication, teamwork, and knowledge sharing across levels and service lines.
• Thrives in an entrepreneurial environment with the opportunity to shape strategy, influence growth, and build long-term market presence.
• Reinforce GHJ’s core values of Bright Minds, Brave Hearts, and Bold Actions through day-to-day leadership and decision-making.
• Support a culture that values flexibility, balance, inclusion, and long-term career development.
• Create an environment where individuals feel empowered to contribute ideas, challenge assumptions, and grow professionally.

Benefits

• Competitive total compensation structure designed to reward both platform contribution and business development performance.
• Base salary range: $239,000–$350,000, commensurate with experience.
• Variable compensation is tied to self-originated revenue and overall practice growth, creating meaningful upside for a strong rainmaker.
• Additional details on the full compensation structure, including bonus mechanics and partnership track economics, are discussed directly with qualified candidates.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed