Job Description
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

About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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