Mergers and Acquisitions Director

Managing Director Profile and Responsibilities

Join Us as a Leader!

Business Opportunity Buy-in: $100,000 - $250,000 Capital Requirement

We're thrilled to offer an exceptional opportunity to join our team as a Managing Director (MD). This is a chance to become an equity partner with an investment requirement, playing a pivotal role in leading and nurturing an office within a designated MD office area of the United States. As a leader, you'll be instrumental in achieving company goals, fostering growth, building strong staff relationships, staying ahead of business trends, and ensuring our high standards are met across the board. Your focus on profitability will be matched by your dedication to delivering the highest quality of services – a combination that truly makes a difference.

Your Role: A Partnership in Success

As an MD, you'll be at the heart of our office operations, working closely with Headquarters to support your personal and professional development. Your key duties will include:

• Leading office operations and empowering your team.
• Championing the highest quality of service and upholding our company standards.
• Cultivating positive and supportive staff relations.
• Driving business growth and expansion in your office.
• Ensuring compliance and meeting all regulatory standards.
• Implementing company programs and embodying our core values.
• Achieving a strong return on investment for your office.
• Identifying emerging business trends and adapting strategies accordingly.
• Implementing plans and processes to boost productivity and profitability.
• Guiding and supporting your staff to achieve company goals.

Making a Real Impact

As a Managing Director, you'll have a direct and meaningful impact on the success of your offices and staff. We're looking for individuals who are passionate about sharing best practices, have a deep understanding of regulations, and are dedicated to providing exceptional client services. Your strategic thinking, understanding of market trends, and ability to use corporate intelligence will be key to keeping your offices relevant, productive, and profitable.

While travel is optional, it may be beneficial depending on your region. This could involve travel multiple times per month, including flights and hotel stays, depending on office location and corporate involvement.

Your role is vital to the success of our offices and the company as a whole. Your business acumen and leadership will be crucial in maintaining and enhancing the success of your region. This is a role with significant responsibility, but also immense rewards – the chance to build a fulfilling career and make a genuine difference in the lives of those we serve.

Skills and Qualifications – Let’s Connect!

• Bachelor’s degree or other advanced degree is a plus.
• Relevant experience in areas such as Business Brokerage, Franchising, Insurance Sales, Banking, Real Estate, Financial Advising, Law, Business Ownership, Project Management, Sales, and Relationship Management is highly valued.
• Proficiency in technology, including CRM systems and email.
• Experience managing multiple agents and deal flow.
• A proactive, customer-focused approach with a passion for building lasting relationships.
• Strong problem-solving and creative thinking abilities.
• Excellent organizational skills and the ability to manage multiple projects.
• Discretion and professionalism in all client communications.
• Self-management skills and a professional demeanor that inspires confidence.
• Real Estate Broker License (when required).
• Completion of M&A certification program within 6 months.

Job Description – What You’ll Be Doing

Your primary duties will center around our core services:

• Building relationships with business owners and guiding them through the listing and transaction process.
• Supporting local businesses in their growth and development.
• Collaborating with a supportive team on transactions.
• Following established SOPs, with strong support from headquarters, including marketing, administrative support, training, and ongoing development.
• Leading and mentoring a team of up to 10 Associate Directors.
• Identifying client needs and presenting tailored solutions.
• Conducting demos and presentations and nurturing client relationships.
• Engaging with potential leads through various channels.
• Negotiating deals and ensuring positive client experiences.
• Fulfilling existing accounts and developing new business.
• Maintaining a structured daily schedule to ensure client satisfaction.
• Providing information and assistance to clients regarding our products and services.
• Retaining clients and identifying new market opportunities.
• Pitching prospective clients and handling correspondence.
• Monitoring the competition and market trends.
• Generating leads and achieving sales goals.
• Assisting with pricing and promotions.
• Preparing regular reports.
• Delivering compelling sales presentations.
• Coordinating sales and marketing efforts.
• Promoting company programs.
• Managing client payments.
• Collaborating with sales representatives to ensure goals are met and standards are upheld.