Vallum is a full lifecycle business advisory firm. We partner with leading private, public and pre-IPO corporate brands - and their institutional sponsors - through a continuum of integrated solutions that include investor relations and financial communications counsel, transaction services advisory, and full-spectrum CFO advisory. Our decades of experience, domain expertise, and sector-specific knowledge set us apart as one of the premier consultancies in our field, a firm guided by our shared commitment to integrity, insight and precision. We serve clients from offices in Denver, Chicago, Houston, Nashville, Detroit, and Los Angeles.

The position is for a Managing Director based in our Denver, Los Angeles, Nashville or Chicago office within the Transaction Advisory Services practice - we are open to consider additional geographies based on the candidate's experience. As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals. Our TAS practice draws on professionals from accounting firms, investment banks and industry operators which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader public markets and OCFO practices.

Vallum is collaborative and entrepreneurial. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, performing financial analysis, and business development. Candidates must have a strong knowledge and prior experience in M&A financial due diligence.

We team closely with our various services lines across all our industry platforms, on a variety of projects and accounts. 

The ideal candidate will excel in both strategic and executional areas in order to implement initiatives to better the organization. In order to succeed, this candidate should feel comfortable taking on a range of responsibilities including hiring and training, implementing programs, and acting as the leader for the organization. 

Responsibilities

• Primary activities will include executing buy-side, sell-side and lender transaction advisory engagements; business development; and overall engagement management
• Lead go to market outreach to win work with private equity, lenders & strategics
• Originate $1-1.5 million of incremental business in the first year
• Act as the lead professional on engagements - managing the day-to-day tasks of projects and serving as a principal contact with client personnel; managing client deliverables
• Lead diligence meetings with SVP/VP, draft and review tailored due diligence reports specific to key issues such as normalized earnings, critical investment thesis obstacles, achievability of management’s budget, indebtedness considerations, and working capital analysis
• Direct the efforts of engagement team members, providing guidance with an apprenticeship approach
• Review transaction documents
• Provide holistic guidance to clients regarding a variety of deal related issues
• Network with prospects to build revenue producing relationships
• Drive business development events and initiatives in the region and in some cases, outside of your core region

Qualifications

• Bachelor's degree or equivalent in finance, accounting or similar
• CPA, CA and/or CFA preferred
• 12-15+ years of professional experience, including extensive financial due diligence experience at a Big 4 firm or boutique
• Ability to travel (<20%)

?This position may require occasional travel for client engagements and industry events. Remote work options may be available for California-based candidates.

Vallum Advisors is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.

In accordance with California law, we disclose the expected salary range for this position. Final compensation will be determined based on factors such as experience, education, and skills.