BDO USA · 1 day ago
Managing Director, BDO Capital Advisors - Investment Banking
Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff
$225K/yr - $300K/yr
10+ years expBDO USA is a leading accounting and advisory organization, and they are seeking a Managing Director for BDO Capital Advisors. This role involves advising clients on mergers and acquisitions, driving business development, and overseeing transaction execution while mentoring the execution team.
AccountingConsultingFinancial Services
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
Qualification
Required
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 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
Preferred
Experience at a middle market investment bank, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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