Title: Director/Partner, Mergers & Acquisitions/Exit Strategies
Department: Mergers & Acquisitions/Exit Strategies
Supervises: Senior Managers
Role Type: Full time
Location: New York, NY (Hybrid)
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the Best of the Best accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
The Director/Partner of Mergers & Acquisitions (M&A) and Exit Strategies is a critical leadership position here at Anchin responsible for driving strategic initiatives related to mergers, acquisitions, divestitures, and exit strategies for our clients in a wide range of industries. This role involves working closely with clients, executive leadership, and cross-functional teams to identify, evaluate, and execute growth opportunities. The ideal candidate will have a strong background in corporate finance, investment banking, or private equity, along with a track record of successful M&A transactions.
RESPONSIBILITIES:
- Lead the development of client M&A strategies, including identifying potential acquisition targets, strategic partnerships, and divestiture opportunities.
- Work with client executive teams and stakeholders to assess and align on strategic objectives.
- Conduct industry research, market analysis, and competitor benchmarking to inform strategic recommendations.
- Identify and pursue new acquisition opportunities for clients.
- Conduct due diligence, financial modeling, and valuation analysis to assess the viability and potential ROI of deals.
- Manage deal flow and pipeline by maintaining relationships with investment banks, venture capital firms, and strategic advisors.
- Oversee end-to-end deal execution, including negotiations, deal structuring, and integration planning.
- Manage cross-functional teams in the execution of client M&A projects, including legal, finance, tax, and operations teams.
- Negotiate key terms and lead transaction documentation, such as purchase agreements, term sheets, and financial disclosures.
- Develop and implement exit strategies for client portfolio companies, including IPOs, mergers, and private sales.
- Prepare clients or companies for sale, ensuring readiness for due diligence, market positioning, and financial disclosure.
- Work with legal teams to execute exit transactions, maximizing shareholder value.
- Serve as a trusted advisor to clients on all aspects of M&A and exit planning.
- Lead and mentor a team of professionals to ensure effective execution of client M&A and exit strategies while fostering a collaborative environment to drive efficiency and innovation within the team.
- Represent the firm at industry events, networking forums, and client meetings.
QUALIFICATIONS:
Education:
- Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
- CPA required.
Experience:
- 12 + years of experience in mergers & acquisitions, investment banking, private equity, or corporate development at a public accounting firm.
- Strong understanding of financial modeling, valuation methods, and due diligence processes.
- Proven track record of successfully leading and executing complex M&A transactions and exit strategies.
- Exceptional negotiation, communication, and presentation skills.
- Ability to manage multiple priorities and meet tight deadlines.
- Strong leadership capabilities with the ability to influence and inspire teams.
Compensation:
- Competitive annual salary in the range of $220,000 to $500,000+, based on individual's experience level, including incentives related to revenue generation.
Attributes:
- Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
- Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
- Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
- Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
- Technologically Proficient: Ability to apply technology solutions to work.
- Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
- Action Oriented: Proactively seeks out new and challenging work.
- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ...@anchin.com
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