Director - Transaction Advisory
Vaco Recruiter Services, Charlotte, North Carolina, United States, 28245
Director – Transaction Advisory Services
I am partnering with a highly respected, boutique Transaction Advisory firm to identify a Director for their Transaction Advisory Services practice. This firm focuses exclusively on buy-side and sell-side financial due diligence and Office of the CFO to support private equity firms, independent sponsors, and strategic acquirers.
Unlike larger, volume-driven platforms, this team is known for senior-level engagement, practical judgment, and delivering clear, decision-useful insights to sophisticated investors. This is an opportunity to join a growing advisory platform with meaningful client exposure and leadership responsibility.
The Director will serve as a senior leader within the practice, overseeing complex engagements, advising clients on transaction-related risks, and contributing to the continued growth of the firm.
This individual will operate as a true client advisor bringing strong commercial acumen, sound judgment, and deep transaction experience to each engagement.
Key Responsibilities
Lead and oversee complex buy-side and sell-side financial due diligence engagements
Provide Office of the CFO support to private equity-backed and sponsor-owned portfolio companies
Advise private equity and strategic clients on deal risks, quality of earnings, working capital, and transaction implications
Review and approve key analyses, reports, and deliverables, ensuring accuracy and commercial relevance
Mentor and develop Managers and Senior Associates
Support business development efforts and contribute to the firm’s strategic growth initiatives
Qualifications
Bachelor’s degree in Accounting or Finance; CPA required
10+ years of transaction advisory / financial due diligence experienceStrong understanding of private equity deal structures and transaction dynamics
Demonstrated ability to serve as a trusted advisor to sophisticated clients
Excellent analytical, communication, and leadership skills
Track record of leading engagements and managing client relationships
#J-18808-Ljbffr
Unlike larger, volume-driven platforms, this team is known for senior-level engagement, practical judgment, and delivering clear, decision-useful insights to sophisticated investors. This is an opportunity to join a growing advisory platform with meaningful client exposure and leadership responsibility.
The Director will serve as a senior leader within the practice, overseeing complex engagements, advising clients on transaction-related risks, and contributing to the continued growth of the firm.
This individual will operate as a true client advisor bringing strong commercial acumen, sound judgment, and deep transaction experience to each engagement.
Key Responsibilities
Lead and oversee complex buy-side and sell-side financial due diligence engagements
Provide Office of the CFO support to private equity-backed and sponsor-owned portfolio companies
Advise private equity and strategic clients on deal risks, quality of earnings, working capital, and transaction implications
Review and approve key analyses, reports, and deliverables, ensuring accuracy and commercial relevance
Mentor and develop Managers and Senior Associates
Support business development efforts and contribute to the firm’s strategic growth initiatives
Qualifications
Bachelor’s degree in Accounting or Finance; CPA required
10+ years of transaction advisory / financial due diligence experienceStrong understanding of private equity deal structures and transaction dynamics
Demonstrated ability to serve as a trusted advisor to sophisticated clients
Excellent analytical, communication, and leadership skills
Track record of leading engagements and managing client relationships
#J-18808-Ljbffr