Managing Director, M&A Advisory

Overview

This role is for an accomplished investment banker, M&A advisor, or business broker to help lead the next phase of growth. The position is full-time and remote.

Responsibilities focus on origination and trusted advisory work, supported by a dedicated execution team of 20+ professionals (US-based, full-time). The ideal candidate brings and expands senior-level relationships within a defined industry vertical and a strong local or regional presence (examples mentioned include industrials with relationships in Chicago or home-services with an established network in Dallas–Fort Worth).

Responsibilities

• Develop and maintain senior-level relationships with business owners, executives, investors, lenders, attorneys, and other referral partners.
• Originate advisory opportunities across:
  • Sell-side M&A
  • Buy-side M&A
  • Acquisition debt
  • Growth equity
  • Fractional CFO services
  • Quality of earnings
• Serve as a trusted advisor to owners well before they are ready to sell by identifying the right solution for each stage of their business.
• Lead business development and client strategy while partnering with execution professionals to deliver exceptional work.
• Represent the organization in your industry and region through direct outreach, events, thought leadership, and relationship-driven marketing.

Requirements

• Demonstrated ability to originate and close engagements as an investment banker, M&A advisor, or business broker.
• Meaningful expertise and strong credibility in a defined industry vertical.
• An established network within a specific U.S. city, region, or business community.
• Consultative, long-term approach to relationships (not a purely transactional sales style).
• Judgment and executive presence to advise founders, family-owned businesses, private equity firms, and senior management teams.
• Collaborative mindset and commitment to integrity, responsiveness, and client service.
• Strong written and verbal communication skills.
• High level of professionalism and discretion handling confidential information.

Preferred Qualifications

• Experience providing advisory and/or execution across sell-side and buy-side M&A, capital raising, quality of earnings, and/or fractional CFO services.
• Track record of advising lower-middle-market clients with an emphasis on credibility within an industry vertical.

Compensation & Benefits

• 401(k) with a 3% employer contribution after one year
• Comprehensive medical, dental, and vision coverage
• Unlimited vacation time and accrued paid sick leave
• Short-term disability insurance
• Three team offsites per year

Location

Remote (full-time).