Transaction Advisory Services Seniors and Above

Responsibilities, but not limited to: Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.Plan and manage due diligence engagements on budgetAct as primary client contact for the duration of the due diligence processPrepare and/or review Excel data packsConduct on-site and/or phone interviews with C-level personnel at acquisition targetsPrepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendationsAnalyze historical financial and operating results of target companies and explain business trends and identify risksPrepare financial models related to mergers, acquisitions or other related transactionsPerform industry research as needed on engagementsSchedule and supervise the tasks and project assignments of senior analystsMentor, train and supervise junior staffApply TAS Best Practices to ensure consistent quality of service and work productActively participate in the development of the group’s Best PracticesDevelop proposal including budgets and scope of work and present proposals to prospective clientsIdentify and pursue business development opportunities through industry and networking relationships #LI-MP1

Created: 2026-03-04