19 Oct
Park Lane Recruitment
Great Britain
Job description
Director / Partner, Mergers & Acquisitions / Exit Strategies
NEW YORK
Department : Mergers & Acquisitions / Exit Strategies
Role Type : Full time
Location : New York, NY (Hybrid)
About the Company :
Our client is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
They offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
It’s known as a Best Place to Work in New York City and New York State,
and a Best Accounting Firm to Work for Nationwide.
About the Position :
The Director / Partner of Mergers & Acquisitions (M&A;) and Exit Strategies is a critical leadership position, responsible for driving strategic initiatives related to mergers, acquisitions, divestitures, and exit strategies for our clients in a wide range of industries.
This role involves working closely with clients, executive leadership, and cross-functional teams to identify, evaluate, and execute growth opportunities.
The ideal candidate will have a strong background in corporate finance, investment banking, or private equity, along with a track record of successful M&A; transactions.
Experience :
- 12 + years of experience in mergers & acquisitions, investment banking, private equity, or corporate development at a public accounting firm.
- Strong understanding of financial modeling, valuation methods, and due diligence processes.
- Proven track record of successfully leading and executing complex M&A; transactions and exit strategies.
- Exceptional negotiation, communication,
and presentation skills.
- Ability to manage multiple priorities and meet tight deadlines.
- Strong leadership capabilities with the ability to influence and inspire teams.
Compensation :
Competitive annual salary in the range of $220,000 to $500,000+, based on individual’s experience level, including incentives related to revenue generation.
Responsibilities :
- Lead the development of client M&A; strategies, including identifying potential acquisition targets, strategic partnerships, and divestiture opportunities.
- Work with client executive teams and stakeholders to assess and align on strategic objectives.
- Conduct industry research, market analysis, and competitor benchmarking to inform strategic recommendations.
- Identify and pursue new acquisition opportunities for clients.
- Conduct due diligence, financial modeling, and valuation analysis to assess the viability and potential ROI of deals.
- Manage deal flow and pipeline by maintaining relationships with investment banks, venture capital firms, and strategic advisors.
- Oversee end-to-end deal execution, including negotiations, deal structuring, and integration planning.
- Manage cross-functional teams in the execution of client M&A; projects, including legal, finance, tax, and operations teams.
- Negotiate key terms and lead transaction documentation, such as purchase agreements, term sheets, and financial disclosures.
- Develop and implement exit strategies for client portfolio companies, including IPOs, mergers, and private sales.
- Prepare clients or companies for sale,
ensuring readiness for due diligence, market positioning, and financial disclosure.
- Work with legal teams to execute exit transactions, maximizing shareholder value.
- Serve as a trusted advisor to clients on all aspects of M&A; and exit planning.
- Lead and mentor a team of professionals to ensure effective execution of client M&A; and exit strategies while fostering a collaborative environment to drive efficiency and innovation within the team.
- Represent the firm at industry events, networking forums, and client meetings.
Qualification :
- Bachelor’s degree (BA / BS) in Accounting, Finance, or a related field.
- CPA required.