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