Managing Director, Deal Lead

• Location: Fort Worth, Texas
• Type: Fort Worth:Fin/Acct/HR:Direct Hire
• Job #10830

Managing Director, Deal Lead

Responsibilities
Opportunity Identification and Development

• Lead the identification and prioritization of acquisition targets in coordination with the Research and Intelligence team
• Develop relationships with target company owners and management over time, consistent with the firms patient, relationship-first advisory approach
• Exercise judgment on which opportunities to pursue, deprioritize, or abandon based on evolving deal dynamics and client strategy
• Manage the transition from initial contact to formal engagement, including the preparation and negotiation of Letters of Intent

Transaction Execution

• Lead the structuring, negotiation, and closing of acquisition transactions on behalf of the client
• Coordinate the deal execution team across financial analysis, technical assessment, due diligence, and legal workstreams
• Navigate the financial, psychological, and operational complexity that arises in middle-market and lower-middle-market transactions involving family-owned businesses
• Maintain deal momentum through the full transaction lifecycle, managing competing priorities and keeping all parties aligned
• Oversee the preparation and review of transaction documents, including LOIs, purchase agreements, and supporting schedules, in coordination with legal counsel

Client Management

• Serve as the primary point of contact between the firm and the client for all matters related to active opportunities
• Provide regular deal updates to client management and ensure alignment on strategy, timing, and deal terms throughout the process
•  Participate in client strategy sessions and contribute to the ongoing refinement of the client’s acquisition criteria and program
• Represent the firm and the client professionally in all interactions with target companies, their advisors, and other transaction participants

Team Leadership

• Direct and coordinate the work of Senior Associates on the Research and
• Intelligence and Deal Analysis and Execution teams
• Provide deal leadership and judgment on escalated questions, competing priorities, and situations where the path forward is ambiguous
• Maintain a high standard of work product quality across all team outputs

Qualifications

• Bachelors degree
• Proven track record leading M&A transactions from origination through close, with  demonstrated ability to manage the full lifecycle independently
• Significant experience in M&A advisory, investment banking, corporate development, or private equity at a level where transaction leadership was a primary function
•  Experience working with family-owned businesses, closely held companies, or owner-operators is a strong plus
• Familiarity with the industrial services sector (construction, specialty contracting, distribution, transportation, manufacturing, or related fields) is a meaningful plus

• Experience managing junior team members and coordinating multi-functional deal teams
• Strong command of transaction structuring, valuation, and deal mechanics across a range of deal types and sizes
• Ability to review and provide direction on financial models, valuation analyses, and deal documentation produced by the deal execution team
•  Proficiency with standard M&A tools and deal management processes
• Strong written and verbal communication skills; able to produce and present executive-level materials with credibility

Licenses and Certifications

• FINRA Series 79 (Investment Banking Representative): Required, or able to obtain promptly after hire
• FINRA Series 63 (Uniform Securities Agent State Law): Required, or able to obtain promptly after hire

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