Job Summary:

BDO Capital is seeking a top-tier Managing Director to lead and build a Dallas-based investment banking group. The candidate should have a demonstrated ability to source deals from a proprietary network, as well as through their own referral sources. It is hoped that the candidate will have a backlog of potential assignments that they will bring with them. Compensation is a base salary plus a bonus based on profitability and is competitive with the market. This will be an ideal role for a candidate that is a self-starter and is comfortable acting autonomously, while being given access to a proprietary network of middle-market focused accounting firms and referral sources.

Job Duties:

• Responsible for sourcing, pitching and executing middle market mergers and acquisitions as well as corporate finance transactions.
• Generation of business prospects with a minimum fee size of $500k
• Identification and acquisition of prospective clients and projects from external network and internal BDO sources
• Management of client needs and expectations and project elements for multiple client relationships simultaneously
• Provides leadership and guidance within a functional investment banking group in association with the administration of prospective client projects and transactions
• Participation and successful performance in formal credit training programs
• Develops solid understanding of and established relationships with strategic and financial buyers
• Other duties as required

Supervisory Responsibilities:

• Supervises the day-to-day workload of BCA management and staff personnel on assigned engagements and reviews work product
• Ensures BCA management and staff personnel are trained on all relevant tax software
• Evaluates the performance of BCA management and staff personnel and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for BCA management and staff personnel
• Effectively manages a team of client service professionals and delegates work assignments as needed
• Acts as Career Advisor to BCA management and staff personnel, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree in Accounting, Finance or other relevant field required
• MBA or other advanced degree required

Experience:

• 10+ years of experience as a Managing Director at a middle market investment bank

License/Certifications:

• Must have FINRA Series 7 and 63 licenses

Software:

• Proficient in the use of Microsoft Office Suite

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Advanced knowledge of all appropriate forms of debt related instruments
• Ability to price project plans to ensure highest level of profitability
• Proficiency in all phases of merger and acquisition process
• Knowledge of continuum of corporate finance products
• Ability to source debt and equity for client engagements
• Track record of sourcing and executing middle market M&A and corporate finance transactions with valuations of $10 million to $250 million
• Excellent oral and written communication skills
• Superior analytical and research skills
• Solid organizational skills with a focus on details
• Ability to successfully multi-task while working independently or with a group to meet multiple project simultaneously
• Ability to successfully interact with professionals at all levels
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• An extensive contact base focused on a current pipeline of potential clients
• Proven track record of growing an investment banking franchise
• Ability to develop a small, highly-experienced team for transaction execution
• Willingness to travel extensively to establish internal referral base and relationship network