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Managing Director - Mergers & Acquisitions

Managing Director - Mergers & Acquisitions

CFA InstituteSan Francisco, CA, United States
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About the Company

A well-established M&A advisory firm with over 35 years of experience, this organization specializes in delivering outstanding results for business owners across a wide range of industries. With a performance-based approach, the firm is solely focused on maximizing client outcomes. It utilizes proprietary valuation tools and a comprehensive review process encompassing over 60 parameters to help clients unlock significant value — often between 10-50% or more — prior to going to market.

The firm provides advisory services for partial exits, full strategic sales, recapitalizations, and growth-driven acquisitions. Each transaction is tailored to align with both financial and personal objectives. Recognizing that the sale or acquisition of a business is a highly personal journey as well as a financial one, the firm emphasizes client empowerment and control throughout the process.

The Role : Managing Director - M&A

The firm is seeking an experienced and highly capable professional to serve as Managing Director - M&A. This senior, client-facing role is suited for an individual with a proven history of successfully structuring and closing complex M&A transactions. The Managing Director will take ownership of transactions and lead deal teams, providing strategic guidance throughout the entire deal lifecycle and ensuring consistently high-quality outcomes.

Key Responsibilities

  • Lead the execution and closing of a wide range of M&A transactions, including sales, acquisitions, divestitures, recapitalizations, and strategic sales.
  • Build and maintain trusted relationships with business owners, executives, investors, and strategic buyers.
  • Provide leadership and mentorship to clients and deal teams, offering strategic direction across all stages of the transaction.
  • Oversee engagements from initial strategy and valuation through negotiation and closing.
  • Apply proprietary valuation methodologies and a rigorous review framework to maximize client value.
  • Hire, train, and manage team members, including M&A representatives.
  • Contribute to broader firm initiatives, including strategic planning, business development, and thought leadership.

Qualifications & Experience

  • At least 15 years of experience in M&A sales, investment banking, private equity, corporate development, or advisory.
  • Demonstrated success in closing 10+ M&A transactions (preferably sell-side), ideally across a variety of industries.
  • Established network of C-suite executives, investors, and strategic acquirers.
  • Deep expertise in financial modeling, valuation, structuring, and deal negotiation.
  • Strong leadership and team development skills.
  • Excellent communication and relationship management abilities.
  • Bachelor's degree required; advanced credentials such as an MBA or CFA are preferred.
  • Proficiency in CRM platforms, ideally HubSpot.
  • What the Firm Offers

  • Opportunity to join a market-leading M&A firm with a longstanding track record of success.
  • Performance-oriented culture centered on client alignment and measurable outcomes.
  • Entrepreneurial environment offering autonomy and significant growth opportunities.
  • Competitive, deal-based compensation structure.
  • Access to proprietary tools and processes that drive superior results for clients.
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    Managing Director • San Francisco, CA, United States

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