Managing Director, M&A Deal Execution

The successful candidate will bring a combination of deep transaction experience, exceptional client relationship skills, and the leadership capability to develop junior talent and collaborate cross-functionally with our client’s Business Development team.

Our client is a Texas-based boutique provider of M&A and strategic advisory services. The firm operates on both the buy-side (primarily representing large public and private enterprises to execute acquisition strategies) and the sell-side (representing family-owned companies to sell all or part of their companies). Founded in 1998, our client has completed transactions across the over 30 U.S. states and beyond.

‍

KeyResponsibilities:

‍

Deal Execution / Transaction Leadership

Lead buy-side andsell-side M&A transactions from origination through closing, serving as theprimary point of contact and accountability for deal execution and client outcomes

For sell-side engagements: Develop and execute target marketing strategies, identify and qualify prospective acquirers, manage data room and diligence processes, and drive negotiation of deal terms in coordination with client counsel

For buy-side engagements: Evaluate acquisition targets against client investment objectives, prepare preliminary opportunity assessments, and oversee financial andstrategic analysis to support investment decisions.

Monitor and maintain deal timelines and ensure data is received, reviewed, and actioned promptly throughout the deal cycle.

Provide regular status updates to both clients and Western senior management, escalating key risks or issues proactively.

‍

Client Engagement & Relationship Management

Serve as the senior client relationship owner on assigned engagements, delivering a white-glove advisory experience throughout the transaction lifecycle

Communicate effectively with diverse client stakeholders, including C-Suite executives, Senior Leaders, and others such as Controllers, legal counsel, and operations leadership.

‍

Individual should be able to adapt their communication style and substance based on the audience (e.g., strategic framing for CEOs; financial detail for accounting teams; risk-based language for legal counsel)

‍

Build and nurturelong-term client relationships that generate repeat engagement, referrals, and expanded advisory opportunities

Identify client needs and proactively surface value-added advisory services aligned with client goals

‍

Deal Team Management& Talent Development

Oversee and direct deal team members (Analysts through VP level) on all active transactions, ensuring quality, accuracy, and timeliness of all work product before client delivery

‍

Review and approvefinancial models, client presentations, Confidential Information Memoranda (CIMs), management presentations, and other deal documents

‍

Collaborate with other Deal Leads and firm leadership on deal staffing, resource allocation, and team capacity planning

‍

Act as a mentor and coach to junior professionals, providing constructive feedback, career development guidance, and on-the-job learning opportunities that support ahigh-performance culture

‍

Business DevelopmentPartnership

Partner closely with the Business Development team to support origination efforts, evaluate pipeline opportunities, and ensure upcoming deal flow can be adequately resourced with experienced personnel

Contribute to andreview client pitch decks, teaser materials, and engagement letters, ensuring accuracy, strategic alignment, and professional quality before client delivery

Transition into a relationship management role alongside BD once an engagement is identified, maintaining continuity and client trust through deal execution

Represent Western Companies at industry events, conferences, and networking forums to build thefirm's brand and sourcing pipeline

Only candidates meeting all the requirements AND conditions will be contacted:

‍

Experience

8–15+ years of investment banking, corporate finance, or M&A advisory experience, with a demonstrated track record of leading and closingtransactions across buy-side and sell-side mandates

Minimum 3–5 years of experience in a senior deal leadership capacity (VP,Director, or MD level) with direct client management responsibility

Experience managing deal teams of 3–6+ professionals through full transactioncycles

Broad sector exposure preferred; deep expertise in one or more verticals (e.g.,industrials, construction, business services) is a strong plus

Prior experience at a boutique or middle-market M&A advisory firm, Big 4Transaction Advisory, or relevant corporate development role is valued

‍

Technical Skills

Advanced proficiency in financial modeling, including LBO models, DCF/valuationanalyses, merger models (accretion/dilution), and working capital analyses

Expertise in deal structuring, due diligence management, and transactiondocumentation (LOIs, purchase agreements, QoE coordination)

Strong command of Microsoft Excel, PowerPoint, and financial databases (CapitalIQ, Bloomberg, PitchBook, or similar)

Ability to review and interpret Quality of Earnings reports, legal term sheets,and financial statements across GAAP and non-GAAP frameworks

‍

Licenses & Certifications

FINRA Series 79 (Investment Banking Representative): Required, or able toobtain promptly after hire

FINRA Series 63 (Uniform Securities Agent State Law): Required, or able toobtain promptly after hire

CPA (Certified Public Accountant): Would be considered a plus, but is notrequired

‍

Soft Skills & Leadership Attributes

Exceptional written and verbal communication skills; ability to translatecomplex financial concepts into clear, accessible language for varied audiences

High emotional intelligence, executive presence, and comfortable engaging atthe C-Suite level while also managing the details of deal execution

Strong organizational and project management skills; able to manage multiplelive transactions simultaneously in a fast-paced environment

Collaborative team player with a genuine commitment to junior talentdevelopment and firm culture

Sound judgment, integrity, and a client-first mindset consistent with awhite-glove advisory firm