Purchase Price Disputes - Managing Director

About the role

We are seeking a senior leader to build and lead our Purchase Price Disputes practice, focused on advising clients in post-closing purchase price adjustment disputes and serving as an independent neutral accountant in connection with M&A-related disputes.

Responsibilities

• Practice Leadership & Business Development
• Build and lead the firm’s Purchase Price Disputes and Independent Expert practice.
• Develop relationships with private equity firms, strategic acquirers, law firms, investment banks, and transaction advisory professionals.
• Identify and originate new engagements involving post-closing disputes, purchase price adjustment mechanisms, and accounting-related transaction disputes.
• Collaborate with Transaction Advisory, FDD, valuation, restructuring, and litigation support teams across the firm.
• Develop practice methodologies, templates, and thought leadership relating to purchase price adjustment disputes and dispute resolution mechanisms.
• Client Advisory Services
• Advise buyers and sellers in disputes relating to:
• Analyze SPAs and related transaction documents to assess accounting and dispute implications.
• Prepare expert-style analyses, position papers, rebuttal reports, and settlement support materials.
• Lead negotiations and accounting discussions between counterparties and counsel.
• Independent Neutral / Expert Determination Role
• Serve as an independent accountant or neutral expert pursuant to dispute resolution provisions in purchase agreements.
• Evaluate submissions from both parties and issue independent determinations on disputed accounting and purchase price adjustment matters.
• Maintain strict independence, objectivity, and procedural fairness in all neutral engagements.
• Manage dispute processes, hearing procedures, timelines, and written determinations.
• Assess disputed items within the scope of the SPA and applicable accounting framework.
• Team Leadership
• Recruit, mentor, and develop professionals within the disputes and transaction accounting practice.
• Provide technical oversight and quality review of engagement deliverables.
• Support training initiatives relating to purchase agreements, accounting principles, and dispute resolution methodologies.

Requirements

• 10+ years of experience in transaction advisory, transaction accounting, disputes, audit, or related financial consulting.
• Significant experience analyzing purchase agreements and post-closing adjustment mechanisms.
• Demonstrated experience resolving disputes relating to working capital, debt, cash, transaction expenses, earn-outs, and accounting policy application.
• Experience serving as an independent accountant, neutral expert, arbitrator support, or expert witness is strongly preferred.
• Strong understanding of U.S. GAAP and transaction accounting concepts.
• Existing relationships within the private equity, legal, and M&A community preferred.
• Deep understanding of: - Purchase price adjustments mechanisms - Locked box and closing accounts structures - GAAP and consistency of application - Financial statement analysis - Accounting policy intrepretation - EBITDA and earn-out mechanics
• Ability to interpret complex contractual accounting provisions and dispute resolution clauses.
• Strong written communication and report drafting skills.
• CPA strongly preferred.
• CFA, ABV, CFF, or other dispute/accounting credentials a plus.

Qualifications

The successful candidate will have:

• Experience in post-closing purchase price adjustment disputes and serving as an independent neutral accountant in connection with M&A-related disputes.
• Experience analyzing purchase agreements and post-closing adjustment mechanisms.
• Experience resolving disputes relating to working capital, debt, cash, transaction expenses, earn-outs, and accounting policy application.
• Experience serving as an independent accountant, neutral expert, arbitrator support, or expert witness.
• A strong understanding of U.S. GAAP and transaction accounting concepts.
• Existing relationships within the private equity, legal, and M&A community.
• A deep understanding of: - Purchase price adjustments mechanisms - Locked box and closing accounts structures - GAAP and consistency of application - Financial statement analysis - Accounting policy intrepretation - EBITDA and earn-out mechanics
• The ability to interpret complex contractual accounting provisions and dispute resolution clauses.
• Strong written communication and report drafting skills.
• A CPA certification.
• CFA, ABV, CFF, or other dispute/accounting credentials.