We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Job Responsibilities: • Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services • Document key ...
Job Responsibilities: • Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services • Document key ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Director, Transaction Advisory Services
Denver, CO · On-site +1
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
Director, Transaction Advisory Services
Denver, CO · On-site +1
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
Job Responsibilities: · Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services · Document key findings ...
Job Responsibilities: · Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services · Document key findings ...
Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services Document key findings and analysis in written ...
Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services Document key findings and analysis in written ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due ... Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino ...
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due ... Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino ...
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due ... Execute services and deliverables around Operational and Technical Accounting; including Accounting ...
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due ... Execute services and deliverables around Operational and Technical Accounting; including Accounting ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Partner
New York, NY · On-site
$200K - $600K/yr
You will be a part of a highly skilled and performance-driven team of transaction advisory experts, dedicated to providing unparalleled services to some of the world's top private equity firms. Your ...
Transaction Advisory Services Partner
New York, NY · On-site
$200K - $600K/yr
You will be a part of a highly skilled and performance-driven team of transaction advisory experts, dedicated to providing unparalleled services to some of the world's top private equity firms. Your ...
Transaction Advisory Services Partner
$200K - $600K/yr
You will be a part of a highly skilled and performance-driven team of transaction advisory experts, dedicated to providing unparalleled services to some of the world's top private equity firms. Your ...
Transaction Advisory Services Partner
$200K - $600K/yr
You will be a part of a highly skilled and performance-driven team of transaction advisory experts, dedicated to providing unparalleled services to some of the world's top private equity firms. Your ...
Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
Dallas, TX · On-site
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
Dallas, TX · On-site
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services information
See salary details
$75K - $88.8K
5% of jobs
$88.8K - $102.5K
6% of jobs
$102.5K - $116.3K
7% of jobs
$120.8K is the 25th percentile. Wages below this are outliers.
$116.3K - $130.1K
18% of jobs
$130.1K - $143.9K
11% of jobs
The median wage is $146.9K / yr.
$143.9K - $157.6K
10% of jobs
$157.6K - $171.4K
15% of jobs
$174.5K is the 75th percentile. Wages above this are outliers.
$171.4K - $185.2K
12% of jobs
$185.2K - $199K
4% of jobs
$199K - $212.7K
3% of jobs
$212.7K - $226.5K
9% of jobs
$75K
$152.3K
$226.5K
How much do transaction advisory services jobs pay per year?
What are the key skills and qualifications needed to thrive in Transaction Advisory Services, and why are they important?
How much do transaction advisory associates make?
What is a transaction advisory job description?
What is the difference between Transaction Advisory Services vs Financial Due Diligence?
| Aspect | Transaction Advisory Services | Financial Due Diligence |
|---|---|---|
| Primary Focus | Advising clients on mergers, acquisitions, and transactions | Conducting detailed financial analysis to assess target company’s financial health |
| Work Environment | Consulting firms, investment banks, corporate finance teams | Accounting firms, consulting firms, investment banks |
| Required Credentials | CPA, CFA, or finance-related certifications often preferred | CPA, CFA, or similar certifications common |
| Industry Usage | Used across M&A, restructuring, and strategic advisory | Primarily in M&A transactions and investment analysis |
Transaction Advisory Services and Financial Due Diligence are closely related but serve different purposes. Transaction Advisory provides strategic advice on transactions, while Financial Due Diligence focuses on detailed financial analysis of target companies. Both roles often require similar credentials and are used within the same industries, especially in M&A activities.
What are Transaction Advisory Services?
What are some typical challenges faced by professionals in Transaction Advisory Services, and how can these be managed effectively?
Who are the Big 4 in transaction services?
What do you do in transaction advisory services?

Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 12 days ago
Job description
Somewhere between a Big 4 TAS practice and a lean boutique firm that punches well above its weight, Intrinsic has built something different. We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community.
We are looking for a Director to lead financial due diligence engagements from the front: owning the analytical work, leading client conversations, developing junior talent, and contributing to the continued growth of the TAS practice. This is not a title with layers of bureaucracy above it. Directors at Intrinsic have meaningful authority over engagements, direct access to PE sponsors and deal teams, and a real seat at the table as we build.
If you have logged significant reps in buy-side and sell-side diligence, can lead a quality of earnings analysis as instinctively as breathing, and are energized by the idea of doing that work inside a firm where your contributions are visible and your ownership stake grows alongside the firm's success, this is worth your attention.
Why Intrinsic
- Private, independent firm with significant employee ownership: when the firm wins, you win
- Director-level authority from day one: you own the engagements, the quality bar, and the client relationship
- Middle-market focus: our deals are complex enough to require real analytical rigor and small enough that every team member is visible and valued
- Hybrid and Remote flexibility: based in Denver with remote-friendly policies and work-from-anywhere options
Engagement Leadership
You are the senior person accountable for the work. You scope the engagement, structure the analysis, set the pace, and ensure every deliverable meets the standard our clients have come to expect. You are not handing off work to review it later; you are in it alongside your team.
- Lead buy-side and sell-side financial due diligence engagements for private equity sponsors, lenders, and corporate acquirers across a broad range of industries and transaction types
- Direct quality of earnings analyses, net working capital assessments, debt and debt-like item identification, and cash flow reviews, synthesizing findings into clear, commercially relevant conclusions
- Manage all aspects of engagement execution: scoping, workplan design, request list management, timeline oversight, and milestone delivery
- Identify and escalate transaction risks and deal considerations with the clarity and conviction that clients depend on to make high-stakes investment decisions
- Produce and review financial due diligence reports that translate complex data into actionable insights, ready for PE partners and deal teams
Client Relationship Management
At Intrinsic, Directors hold the relationship. You are the person clients call when something is complicated, when timelines compress, or when findings require interpretation beyond the databook.
- Serve as the primary day-to-day client contact on active engagements, managing communications with PE deal teams, lenders, management, and third-party advisors
- Lead management interviews and diligence calls with target company finance teams and executives, navigating sensitive dynamics with professionalism and precision
- Present findings and key deal considerations to sophisticated stakeholders in a manner that is direct, well-supported, and confident
- Develop and strengthen client relationships over time, positioning Intrinsic as a trusted diligence partner across the transaction lifecycle
Team Development & Practice Building
Directors at Intrinsic develop people. You will manage deal teams, provide substantive coaching and feedback, and invest in the growth of Senior Associates and VPs on your engagements. Beyond individual deals, you will have a voice in how the TAS practice operates, scales, and builds its reputation.
- Direct and review the work of Vice Presidents, Senior Associates, and Associates, ensuring analytical precision, clear writing, and professional delivery
- Provide real-time feedback and structured coaching that raises the capability of your team with each engagement
- Contribute to recruiting, training, and professional development initiatives within the TAS practice
- Participate in business development activities, including identifying opportunities with existing clients, supporting proposals, and contributing to firm-wide growth initiatives
- Help build TAS intellectual capital: refine templates, develop sector-specific approaches, and contribute to the methodologies that define how Intrinsic competes
You bring seasoned transaction expertise:
- 8+ years of progressive experience in financial due diligence at a Big 4 TAS or Deals practice, a national advisory firm, or a comparable transaction advisory environment
- Demonstrated track record leading quality of earnings analyses, net working capital assessments, and full-scope financial due diligence engagements with limited supervision
- Deep command of US GAAP as applied in transaction contexts: EBITDA normalization, working capital mechanics, debt and debt-like structuring, and purchase agreement negotiation considerations
- Broad industry exposure across middle-market transactions: manufacturing, distribution, business services, technology, consumer, and related sectors
- Bachelor's degree in Accounting or Finance; CPA preferred (active or eligible)
- Advanced Excel proficiency and comfort working with large, complex datasets under deal-driven timelines
You lead with a Director's mindset:
- You set the quality bar; your team looks to you for the standard, not just the timeline
- You are decisive under pressure: deal timelines are non-negotiable, and ambiguity sharpens your judgment rather than slowing it down
- You translate complex financial analysis into plain-English business implications that clients can act on
- You manage upward and across: you keep Directors and Managing Directors appropriately informed while running engagements with minimal hand-holding
- You develop people deliberately: feedback is specific, timely, and directed at raising capability, not just completing the deliverable
- You are entrepreneurial: you do not wait for processes to be handed to you; you help build them
This position has an expected base salary range of $190,000 to $220,000 annually. Skills, experience, education, and qualifications determine final compensation. Employees are also eligible for an annual discretionary bonus targeted at 30% of base salary, bringing target total cash compensation to approximately $247,000 to $286,000.
Benefits include medical, dental, and vision insurance; a 401(k) plan with employer contribution; paid time off, including vacation, sick leave, and company holidays; paid parental leave; hybrid and remote work flexibility; professional development support and continuing education reimbursement; and participation in the firm's employee ownership model. All full-time employees are eligible for these benefits.
This position is eligible for remote work. Compensation reflects the full posted range and is not adjusted by geography.
About Intrinsic
Since 2010, Intrinsic has partnered with private equity firms, portfolio companies, and the office of the CFO to deliver transaction advisory services, valuation, and financial and accounting advisory support. We're a private, independent firm with significant employee ownership, headquartered in Denver, with team members across the country.
Our Healthcare Transaction Advisory practice works at the intersection of middle-market PE and healthcare services M&A - executing buy-side and sell-side diligence for sponsors investing across physician services, behavioral health, home-based care, dental, veterinary, and other care delivery businesses. We bring sector-specific analytical rigor to every engagement, and we are building a team that reflects that standard at every level.
Equal Opportunity Employer
Intrinsic is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, pregnancy, genetic information, marital status, sexual orientation, gender identity or expression, veteran status, or any other status protected by applicable federal, state, or local law. We are committed to building a diverse and inclusive workplace where everyone feels respected and empowered to do their best work.
Intrinsic complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, and termination.
Applicants who require a reasonable accommodation to participate in the hiring process may contact us at info@intrinsicfirm.com.
About Intrinsic Brands
Sourced by ZipRecruiter
Company size
1 - 10 Employees
Headquarters location
New York, NY, US
Year founded
2021