Description & Requirements The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.
What You Will Do: - Lead and execute comprehensive buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients
- Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions
- Identify key diligence issues and value creation opportunities, providing actionable recommendations for post-acquisition integration and performance improvement.
- Conduct in-depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies.
- Collaborate closely with senior stakeholders, including C-suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success.
- Coach, mentor, and oversee junior team members, fostering professional development through hands-on training, performance feedback, and knowledge sharing to build a high-performing team.
Minimum Qualifications: - Bachelor's Degree in Accountancy, Finance, or a related field
- Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm
- Proficiency with Microsoft Office, primarily Excel and PowerPoint
- Excellent written and verbal communication skills
- Ability to develop relationships with both team members and external clients
Preferred Qualifications: - Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm
- Current and valid CPA (Certified Public Accountant) license
- Masters Degree in Accountancy
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