M&A Transactions Director / Investment Banking VP

Job Responsibilities: Work directly with business owners looking to exit their business or take on a strategic partner. Ensure the team remains responsive to all client requirements including adequate prompt callbacks. Maintain at least a high altitude understanding of each client in the portfolio, increasing in detail as the clients move through the process. Manage team’s movement of clients from deal preparation phase through the marketing phase and into negotiations with their acquirers. Lead response to any client complaints and notices of termination Directly handle the negotiations of larger clients leading up to letters of intent and then, working with the client’s attorney and accountant, drive the transaction through to closing. Supervise Assistant Team Leads with negotiations of smaller clients leading up to letters of intent and through to closing. Ensure all team members have the training and tools necessary to succeed. Ensure the team operates in a respectful, professional, and nurturing environment. Allocate tasks to provide each team member with new challenges, to maintain their engagement level, and to achieve high retention rates.

Job Requirements: Have 5-10 years working as an M&A professional (e.g., broker, investment banker, accountant, attorney).Have 3+ years of personnel management experience, and a similar period of experience in roles entered in sales and/or direct client management. Understand the sequence of events in the company sale process. Have a firm understanding of financial statements, EBITDA calculations, and the process of identifying and defending add backs. Have a passing knowledge of the legal parameters involved in M&A transactions. Be familiar with a variety of transaction structures and their relevant merits and drawbacks to the seller. Possess the ability to learn the financial and market dynamics of new industries in relatively short periods. Work outside normal business hours at times, whether early or late, as required client schedules and expectations. Be available to travel for occasional overnight trips on short notice (rarely, if ever, longer than three days)Ability to obtain a Texas real‑estate sales associate license within 7 months of employment (For employment in the Texas office).Have no unfavorable history with FINRA, the SEC, or any state regulatory agency. Must be able to work in the office, Monday-Friday.