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About the Role

The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions. This role drives business development through networking, oversees transaction execution, and manages the workload of the execution team, acting as a mentor. The individual must possess an entrepreneurial and metrics-driven mindset to achieve measurable revenue results.

Responsibilities

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.

Requirements

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.
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.

Skills

Mergers and acquisitions
Strategic solutions
Business development
Networking
Transaction execution
Financial due diligence
Business due diligence
Sales and marketing strategies
Client relationship management
Financial analysis
Valuation analysis
Contract negotiation
Microsoft Office Suite
Analytical skills
Problem-solving skills
Time management
Attention to detail
Written communication
Verbal communication
Teamwork
Self-motivation
Working under pressure
Follow-up skills

Location

Office

Work Type

Full-time
Onsite

Experience Level

10+ years of experience
Management experience

Education Level

Bachelor's Degree in Accounting or Finance
MBA degree

Salary/Compensations

$250,000 - $350,000

Benefits

ESOP company
Total Rewards benefits

About the Company

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more [https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!
*Benefits may be subject to eligibility requirements.

Equal Opportunity

Equal Opportunity Employer, including disability/vets