Transaction Advisory Services - Partner - MGO

We believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

MGO is a top 50 CPA and advisory firm of 700+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.

Job Details:

We are looking for a Director/Partner to join our national Transaction Advisory Services (TAS) practice. The Director/Partner for Transaction Advisory Services works with our Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our M&A group services include buy-side diligence and sell-side diligence.

Core Responsibilities:

• Lead and manage multiple challenging financial due diligence engagements.
• Participates in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers.
• Develop and provide qualified planning approaches with timely & responsive services and work products that meet or exceed client expectations.
• Use proven business development skills to build on transaction advisory services work.
• Recognize business opportunities and enhance go-to market strategies.
• Lead teams to create a vision, form direction, and encourage team members.

Essential Functions:

• Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance.
• Direct and coordinate approach of client, MGO’s engagement teams, and third party diligence providers throughout the transaction process.
• Manage staff to provide feedback and real-time guidance to client & diligence providers to ensure timely and efficient service delivery.
• Evaluate target company data to identify past and projected financial & operating trends, quality of earnings and working capital concerns, and potential liabilities and risks which impact valuation and negotiation of the target company.
• Design personalized transaction advisory reports specific to key issues such as normalized earnings, valuation models, and indebtedness considerations.
• Performs other duties as assigned by Partner.

Minimum Qualifications:

• Bachelor’s degree in Accounting or equivalent experience.
• Master's degree preferred.
• Licensed CPA/equivalent certification is preferred.
• 10+ years of related work experience including financial due diligence and experience in advisory.
• Proven track record of building and growing a Transaction Advisory Service Practice.
• Experience servicing private equity groups.
• Experience with developing and supervising teams.
• Proven thorough knowledge with operating in a professional services firm or large consultancy.
• Shows thorough abilities to identify and address client needs, including developing and sustaining meaningful client relationships and understanding the client's business.
• Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements.

Why work for MGO?

At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way.

What's in it for you?

• Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next.

• Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.

• Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.

• Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance.

• Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.

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