Senior leadership role in developing and maintaining relationships with internal and external clients focused on the delivery of advice and analysis around M&A and strategic alternatives
Ability to effectively lead a cross-function team to manage pitch and engagement across multiple opportunities
Develop expert market and industry knowledge and apply these skills to deliver differentiated financial advice to our clients
Strong new business development skills needed to develop new opportunities and lead in the conversion of these opportunities into engagements
Manage the entirety of the M&A process in the structuring, approval and execution of M&A engagements from initiation to close while serving as the lead in the communications of this advice to the client
Ability to assess complex situations and effectively negotiate successful outcomes
Effectively manage and prioritize a deal pipeline

15+ years of experience in Banking, Investment Banking, or M&A
Proven track record of success in originating, structuring, and close complex M&A financial transactions
Leadership experience and history of involvement in key decisions around a growing financial services business
Excellent presentation skills, both oral and written
Strong mentoring and leadership skills
Expertise in one or more industries
MBA or functional equivalent preferred
Series 79 license required
Series 63 license required

Managing Director – Healthcare Services

Key skills