Managing Director, M&A Advisory

About Embarc Advisors

Embarc Advisors was founded to break the mold of traditional finance careers - built by a former Goldman Sachs banker and McKinsey consultant who saw a better way to do this work. We're one of the fastest-growing firms in our space, with revenue up nearly 3x over the past three years and multiple repeated rankings on the Inc. 5000 list of America's fastest-growing private companies. We're scaling fast, and we're doing it without sacrificing the culture that got us here.

Role Overview - Managing Director, M&A Advisory

Job Type: Full time
Location: Remote

Embarc Advisors is seeking an accomplished investment banker or business broker with deep sector expertise and an established regional network to help lead our next phase of growth. This role is designed for a proven relationship-builder who wants to spend more time originating and advising—and less time managing thinly staffed execution teams. You will bring trusted client relationships and market credibility; Embarc will provide the platform, talent, and capabilities to help you turn those relationships into a broader and more durable book of business.

Responsibilities

• Develop and maintain senior-level relationships with business owners, executives, investors, lenders, attorneys, and other referral partners.
• Originate advisory opportunities across sell-side M&A, buy-side M&A, acquisition debt, growth equity, fractional CFO services, and quality of earnings.
• Serve as a trusted advisor to owners well before they are ready to sell, identifying the right solution for each stage of their business.
• Lead business development and client strategy while partnering with Embarc's execution professionals to deliver exceptional work.
• Represent Embarc in your industry and region through direct outreach, events, thought leadership, and relationship-driven marketing.

Why Embarc

• A broader advisory platform.
• A more diversified revenue mix.
• A more elite execution team.
• Experienced talent.
• A compelling market position.
• Brand and marketing support.
• A high-performing platform.

Who We're Looking For

• A successful investment banker, M&A advisor, or business broker with a demonstrated ability to originate and close engagements.
• Meaningful expertise and strong credibility in a defined industry vertical.
• An established network within a specific U.S. city, region, or business community.
• A consultative, long-term approach to relationships—not a purely transactional sales style.
• The judgment and executive presence to advise founders, family-owned businesses, private equity firms, and senior management teams.
• A collaborative mindset and a high bar for integrity, responsiveness, and client service.
• Strong written and verbal communication abilities.
• A high level of professionalism and discretion handling confidential information.

Why This Role is Different

• Many owners in your network are not ready to sell today—but they may need help with accounting, finance, quality of earnings, acquisitions, debt, growth capital, or pre-exit planning.
• Embarc enables you to serve those clients now, deepen the relationship over time, and remain their trusted advisor when a transaction eventually becomes the right answer.

Benefits

• Competitive compensation plus semi-annual performance bonuses.
• 401(k) with immediate vesting and employer match after one year.
• Comprehensive medical, dental, and vision coverage.
• Unlimited vacation time and accrued paid sick leave.
• Short-term disability insurance.
• Three team offsites per year, to connect, recharge, and grow together.