Senior Managing Director, Transaction Financial Due Diligence

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Ankura Transaction Advisory Services Practice Overview

Ankura’s Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our team supports private equity firms, corporations, and other stakeholders through the entire transaction lifecycle. We are trusted advisors known for our rigorous analysis, collaborative approach, and ability to deliver actionable insights that drive informed decision-making and value creation.

Role Overview

The Senior Managing Director – Financial Due Diligence is a senior executive role within Ankura’s TAS practice. This leader will be responsible for originating, leading, and delivering complex financial due diligence engagements. The ideal candidate is a seasoned professional with a strong personal brand in the M&A advisory space, a proven track record of generating $2–$4 million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on leader, passionate about client service, and skilled in building and mentoring high-performing teams. They will play a critical role in shaping the strategic direction of the TAS practice and expanding Ankura’s market presence.

Key Responsibilities

· Originate and lead financial due diligence engagements, generating $2–$4 million+ in annual revenue.

· Serve as a trusted advisor to clients, providing strategic insights and actionable recommendations throughout the transaction lifecycle.

· Lead buy-side and sell-side due diligence efforts, including quality of earnings, working capital analysis, and financial modeling.

· Develop and maintain strong relationships with private equity firms, investment banks, and corporate clients.

· Collaborate with other Senior Managing Directors to cross-sell services and expand client relationships.

· Oversee multiple engagements simultaneously, ensuring high-quality deliverables and client satisfaction.

· Provide leadership, mentorship, and development opportunities to junior team members.

· Contribute to the development of thought leadership and market-facing content to enhance Ankura’s brand in the transaction advisory space.

Requirements

· Minimum 12+ years of relevant experience in financial due diligence, M&A advisory, or transaction services.

· Minimum 10+ years of experience in a professional services or consulting environment.

· Proven track record of generating $2–$4 million+ in annual revenue and personally billing at a senior level.

· Deep relationships with key stakeholders in the M&A ecosystem, including private equity firms, investment banks, and corporate development teams.

· Undergraduate degree from a top academic institution; advanced degrees and professional certifications (CPA, CFA, CIRA) preferred.

· Expertise in financial analysis, deal structuring, and transaction execution.

· Strong leadership and team-building skills with the ability to inspire and develop talent.

· Exceptional communication and negotiation skills, with the ability to influence executive-level stakeholders.

· High energy, adaptable, and able to thrive in a fast-paced, dynamic environment.

· Experience with complex financial modeling, including integrated 3-statement models and working capital analysis.

· Ability to synthesize complex information and deliver clear, concise recommendations to clients.

· Ability to travel as needed for business development, deal execution and firm-related matters

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