Investment Banking - Managing Director, Mergers & Acquisitions (M&A)

PKF O’Connor Davies

Financial Services

Shelton, CT - USA

Vice President

Hybrid

Experteer Overview

In this Managing Director role, you will lead and execute sell-side and strategic M&A for privately held family- and founder-owned companies, with autonomy and senior-level execution support. You will cultivate senior client relationships, guide transaction teams, and drive business development to expand PKF Investment Banking’s advisory platform. The role centers on trusted advisory for founders and entrepreneurs, delivering customized processes across industries. You will help shape growth within a private equity-backed platform, contributing to the firm’s expansion and impact.

Compensation / Benefits

Medical, Dental, and Vision plans
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Generous Paid Time Off (PTO)
Paid Firm Holidays
Parental Leave Benefits

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

Key requirements

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

Leadership Client management Entrepreneurial mindset Middle-market M&A Transaction origination and execution Senior-level deal leadership

Description

In this Managing Director role, you will lead and execute sell-side and strategic M&A for privately held family- and founder-owned compa…

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