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JOB DESCRIPTION

The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results.

Job Summary

JOB DESCRIPTION

The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is responsible for driving business development through networking, with the goal of converting prospects to clients. The Managing Director oversees and executes transactions to ensure all deliverables are met appropriately and in a timely manner. Additionally, the Managing Director oversees the workload of the execution team and will act as a mentor for the staff. The person in this role must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results.

Job Duties

• Executes buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investors
• Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies
• Networks with prospects to build revenue producing relationships
• Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions
• Reviews transaction documents, providing insights to clients for negotiations
• Identifies pre- and post-close business opportunities and enhances go-to market strategies
• Commits to satisfying internal and external customers
• Performs 100% of job duties in the office
• Other duties as assigned
  
  
  

• Manages efforts of the team providing guidance with an apprenticeship approach
• Directs the due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues
• Manages and coordinates the approach of clients throughout the entire transaction process
• Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery
• Leads the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiation of contracts and other agreements
  
  
  

• Bachelor’s Degree in Accounting or Finance, required
• MBA degree, required
  
  
  

• Ten (10) or more years of experience at an investment bank or similar corporate finance vertical, required
• Experience at a middle market investment bank, preferred
• Experience successfully managing and leading a team of vp’s, associates and/or analysts both in person and remotely, preferably at a regional boutique or middle market bank, required
  
  
  

• FINRA Series 63 and 7 or 79 licenses, or in active pursuance of licensure, required
  
  
  

• Proficient in the use of Microsoft Office Suite, required
  
  
  

• N/A
  
  
  

• Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance
• Comfort with ambiguity and fluid client situations
• Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment
• Advanced analytical and modeling skills with attention to detail
• Excellent written and verbal communication with a polished/professional demeanor
• Must be a team player with the ability to work cohesively with colleagues and clients
• Self-motivated and work well under pressure with pro-active follow-up skills
• Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends
  
  
  

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.
  
  
  

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting

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