Job Description

Location: Connecticut and Southeast Florida will be considered

PKF Investment Banking ( https://www.pkfib.com/) 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.

At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million in a diverse group of industries. Our practice is built around senior-level execution, thoughtful advice, and customized transaction processes designed to meet the specific needs of business owners.

This is a unique opportunity to join an entrepreneur-minded firm which is supported by a private equity-backed leading accounting and advisory platform. In this position, you will have the ability to significantly impact the firm’s expansion and success.

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

• 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:

An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs.

At PKFOD, 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

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

ABOUT PKF INVESTMENT BANKING

PKF O’Connor Davies Capital LLC (D/B/A PKF 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. For further information, please visit https://www.pkfod.com/

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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