Investment Banking - Managing Director, Mergers & Acquisitions (M&A)

PKF O'Connor Davies · Stamford, CT · 1 mo ago

HybridSales$15/hrFull-time

About the role

PKP Investment Banking is seeking an experienced Managing Director to join our growing M&A advisory practice. This role offers a high degree of autonomy for a senior banker who excels at client development, transaction leadership, and relationship-driven advisory work.

Primary Responsibilities

Originate and execute sell-side and strategic M&A transactions for privately owned companies
Serve as a trusted advisor to founders, entrepreneurs, and family-owned businesses
Lead transaction teams through all phases of the M&A process
Develop and maintain long-term senior-level client relationships
Contribute to business development initiatives and firm growth strategies
Mentor and develop junior team members

Qualifications

Must be able to work in the office a minimum of 3 days per week
15+ years of investment banking experience, with a strong focus on middle market M&A
Demonstrated success in transaction origination and execution
Established business community network
Strong leadership, judgment, and client management skills
Entrepreneurial mindset with the ability to operate independently
Bachelor’s degree required, MBA or equivalent preferred
Series 63 and 79 licenses

Compensation & Benefits

At PKP Investment Banking, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus

About PKP Investment Banking

PKP Investment Banking is a subsidiary and investment banking affiliate of PKF O’Connor Davies Advisory LLC. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc. “PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies Advisory LLC, an independently owned entity, provides professional services in accordance with applicable professional standards. PKF O’Connor Davies is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O’Connor Davies ranks among the top 26 CPA firms on Accounting Today’s 2024 “Top 100 Firms” list.