BDO USA
Overview
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 Other duties as assigned Supervisory Responsibilities
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 Education and Qualifications
Bachelor’s Degree in Accounting or Finance, required MBA degree, required Experience
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 Licenses/Certifications
FINRA Series 63 and 7 or 79 licenses, or in active pursuance of licensure, required Software
Proficient in the use of Microsoft Office Suite, required Language
N/A Other Knowledge, Skills, & Abilities
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 Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. BDO is an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives. Our focus includes welcoming diverse perspectives, empowering team members, celebrating ingenuity, and focusing on resilience and sustainability. Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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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 Other duties as assigned Supervisory Responsibilities
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 Education and Qualifications
Bachelor’s Degree in Accounting or Finance, required MBA degree, required Experience
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 Licenses/Certifications
FINRA Series 63 and 7 or 79 licenses, or in active pursuance of licensure, required Software
Proficient in the use of Microsoft Office Suite, required Language
N/A Other Knowledge, Skills, & Abilities
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 Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. BDO is an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives. Our focus includes welcoming diverse perspectives, empowering team members, celebrating ingenuity, and focusing on resilience and sustainability. Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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