About Us

We are a dynamic financial advisory firm focused on providing strategic guidance and investment solutions for mid-market clients. As we expand our reach, we are looking for an experienced and capable Director to join our leadership team. The successful candidate will play a pivotal role in managing complex client transactions and driving the firm’s growth.

We are specifically seeking professionals with hands-on M&A; transaction experience in a consulting or advisory capacity, capable of leading complex deals from origination through to completion.

This is an exciting opportunity for a results-driven professional who thrives in an entrepreneurial environment and is eager to contribute to the firm’s long-term success.

Key Responsibilities

- Lead and manage client engagements, including M&A;, capital raising, and strategic advisory, from start to finish.
- Take ownership of client relationships, ensuring alignment with strategic objectives and driving commercial outcomes.
- Actively contribute to the firm’s business development by identifying and pursuing new revenue opportunities.
- Oversee and enhance investment assets and portfolio companies, driving value creation and operational improvements.
- Conduct in-depth market, industry, competitor, and company research to inform strategic and financial decisions.
- Develop and present tailored financial models, key metrics, and valuations to support client transactions.
- Structure and negotiate complex financial transactions, ensuring alignment with client and firm objectives.
- Cultivate and maintain strong relationships with investors, financial institutions,



and business owners.
- Lead the preparation and delivery of high-quality client-facing materials, including presentations and reports.
- Manage end-to-end execution of investment transactions, including negotiations, structuring, and legal documentation.
- Provide strategic guidance to management teams overseeing portfolio companies, ensuring financial and operational performance improvements.
- Develop and implement exit and succession strategies, such as IPOs, trade sales, and management buyouts.
- Collaborate with key stakeholders, including financiers, accountants, lawyers, and industry experts.
- Stay ahead of industry trends, proactively identifying opportunities and risks to inform business and investment strategies.

Key Requirements

- Proven track record in corporate advisory or consulting, preferably gained in an investment bank, boutique advisory firm, or specialist M&A; consultancy, with extensive exposure to mid-market M&A; transactions.
- Strong track record in end-to-end M&A;, capital raising, and/or restructurings and turnarounds.
- Expertise in financial modelling, strategic advisory and problem-solving.
- Demonstrated ability to manage complex transactions and drive commercial outcomes.




- Proficiency in IT systems and digital tools to enhance efficiency and insights.
- Robust business development skills, with the ability to originate and secure new opportunities.
- Excellent negotiation, communication, and stakeholder management skills.
- Deep understanding of corporate structures, financial transactions, and organisational design.
- Entrepreneurial mindset with a passion for driving growth through innovation.
- Business-owner mentality with a keen interest in investment.
- Results-driven, accountable, hard-working, proactive, resilient and ethical, going above and beyond for the advancement of client and firm interests.
- Ability to work autonomously and manage multiple engagements simultaneously.

Qualifications

- Bachelor’s degree in Finance, Business, Commerce, or a related field (MBA preferred).
- Professional certifications such as CA, CPA, or CFA.

Why Join Us?

- Opportunity to shape the future growth of a dynamic, entrepreneurial firm.
- Lead high-profile client engagements and make a significant impact in the mid-market segment.
- Access to financial incentives, including bonuses and investment opportunities with free/discounted carry.
- Competitive remuneration package and clear pathways for career advancement.
- Work in a supportive, high-performance environment where your contributions are valued.

If you are a results-oriented leader with extensive experience in financial transactions and a passion for driving growth, we would love to hear from you. Apply now and become a key member of our expanding team!

📌 Director (Melbourne)
🏢 Recognized
📍 Melbourne