What are the responsibilities and job description for the Partner, Mergers & Acquisitions (M&A) and Exit Planning position at Whitman Transition Advisors Job Community?
Director/Partner, Mergers & Acquisitions/Exit Strategies
Location: New York, NY (Hybrid)
Compensation: $220,000 – $500,000 (based on experience, including revenue-based incentives)
About the Company
A highly regarded CPA and consulting firm providing expert financial advisory services across diverse industries. The firm offers integrated accounting, consulting, and business management services, including tax planning, audits, acquisitions, and financial restructuring. Recognized as a top-tier employer and industry leader.
About the Position
The Director/Partner of M&A and Exit Strategies plays a key leadership role in guiding clients through mergers, acquisitions, divestitures, and exit strategies. This position requires expertise in corporate finance, investment banking, or private equity, as well as a proven track record in executing M&A transactions.
Responsibilities
- Develop and execute M&A strategies, identifying acquisition targets and divestiture opportunities.
- Conduct industry research, market analysis, and competitive benchmarking.
- Perform due diligence, financial modeling, and valuation analysis.
- Manage deal execution, including structuring, negotiations, and integration planning.
- Oversee client exit strategies, including IPOs, private sales, and mergers.
- Lead cross-functional teams, coordinating with legal, finance, tax, and operations professionals.
- Advise clients on all aspects of M&A and exit planning.
- Mentor and manage senior managers while fostering a collaborative team environment.
- Represent the firm at industry events and networking forums.
Qualifications
- Education: Bachelor's degree in Accounting, Finance, or related field; CPA required.
- Experience: 12 years in M&A, investment banking, private equity, or corporate development at a public accounting firm.
- Expertise in financial modeling, valuation methods, and due diligence.
- Strong leadership, negotiation, and communication skills.
- Ability to manage multiple priorities and meet tight deadlines.
Salary : $220,000 - $500,000
