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Independent M&A, Transformation, And Strategic Finance Professionals - On Demand

Fintalent.com connects you to a global network of 5,000+ vetted M&A, Integration, Transformation, and Strategic Finance professionals across 52 countries and 20+ industries. 

Our data-driven platform combined with human expertise helps companies get matched with the right professionals for freelance, interim, and permanent mandates.

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Leverage Fintalent to execute global corporate disposals, carve-outs, and Exits

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Inorganic growth is fundamental to our strategy. We were looking for a global partner to help us with our buy-side M&A projects, and found Fintalent. From first contact to project start took less than 2 weeks.

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Free Handbooks: Practical Guides for M&A, PMI & Strategic Finance

What does it take to run better deals, lead a successful integration, or build an independent practice? Explore our collection of guides that take you through the ins and outs of M&A, PMI and strategic finance work. You’ll learn how operators and deal leaders navigate pressure, uncertainty and the messy parts of execution, so you can level up your own playbook and build a reputation for reliably getting complex work over the line.

How to Build a Successful Independent Career in M&A and Finance

A practical guide for M&A, PMI, and strategic finance professionals on winning work, pricing, staying visible, and building an independent practice that compounds over time. 

Fintalent Career Handbook

Where the M&A Playbook Breaks: Lessons from strong buy-side teams

A field guide to the non-repeatable 20-30% of a deal, where standard playbooks stop working and execution risk concentrates – with lessons from strong buy-side teams. 

Fintalent Complexity Handbook

What I've Learned About PMI After 10+ Years in the Field

A senior integration lead on what usually breaks in post-merger integration, how to read the signals before they become crises, and what it takes to lead an integration well.

Fintalent Post Merger Integration Handbook

Free Handbooks: Learn How Agile M&A Teams create more M&A value

How do you leverage freelancers for your M&A team? We’ve create two handbooks to guide you through the ins and outs of flexible talent for both M&A and PMI projects – how they work, pros and cons, and practical checklists and guidelines to get the most value out of your agile M&A team.

The Flexible Future Of Corporate Development

A practical guide on how Corporate Development organizations can leverage M&A freelancers to execute more buy-side deals, faster – with a lean and agile team.

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The Path To PMI Mastery: Building And Staffing For Integration​

A practical guide for first-time and serial acquirers on how external consultants support, lead, and deliver value in post-merger integration scenarios.

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2024 M&A Software Landscape

We analyzed 100+ M&A software vendors, to create the most comprehensive picture of the status quo of M&A software.

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Fintalent provided an M&A freelancer for one of our latest corporate M&A projects. The support was incredibly fast, hands-on and of high quality and critical to advance the project we were not able to address with internal resources.

We needed an interim CFO to help put our fast-growing FinTech on the right track. I found a number of great candidates incredibly fast. We’ve now hired our Fintalent full-time!

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Find Freelance Consultants in these categories

Torsten Hauschildt
Torsten HauschildtHead of M&A, team.blue
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We needed someone experienced to take over immediately. We couldn't allow for any onboarding time. Fintalent gave us a suite of experienced candidates to choose from, and within 3 days maximum, they were already a part of the team and delivering what we needed. When we had another capacity shortage weeks later, I came back because I trusted the quality of the portfolio of people. I knew that if the last person was very good, the new one would be too. And it proved right.
Pawel Netreba
Pawel NetrebaPartner, PPR Ventures
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Fintalent provides fast access to pre-screened, vetted candidates with deep industry experience. For our red flag DD, the expert was super pragmatic, disciplined on scope and time, and focused on the 80/20 that helped us spot early that the target wasn’t the right fit.
Tiam Jafari
Tiam JafariHead of Corporate Development, Cornelsen
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We needed high-quality M&A support for a time-critical acquisition without compromising on rigor. Fintalent provided an expert who delivered structured, decision-ready analysis that was well received by our senior stakeholders. Their process is frictionless and transparent, allowing us to scale expertise exactly when needed without the typical long onboarding cycles.

Recently Posted Projects

Part-Time M&A Origination Lead – Industrial Buy & Build (US Remote | Start: ASAP)

Project
We are supporting a private equity-backed portfolio company in its search for a part-time M&A origination professional to support its buy-and-build strategy within the industrial products sector. The engagement will commence as soon as possible and is expected to require approximately 10–20 hours per week. The successful candidate will take ownership of identifying, mapping, and qualifying acquisition opportunities across fragmented industrial markets. Working closely with the investment team, the role focuses on building a high-quality acquisition pipeline through structured market mapping, target screening, and outbound origination. The position is fully remote, with a preference for candidates based in the United States or Canada. Responsibilities: / Build and maintain acquisition target lists aligned with the company's investment strategy. / Conduct market mapping across relevant industrial manufacturing and distribution sectors. / Identify, qualify, and prioritize acquisition opportunities based on strategic fit, size, ownership profile, and geography. / Support outbound outreach to business owners, intermediaries, and other potential acquisition sources. / Maintain accurate pipeline tracking, qualification notes, and next-step recommendations. / Prepare concise market summaries and target profiles for internal decision-making. Requirements: / Demonstrated experience in M&A origination, Corporate Development, buy-side advisory, or acquisition sourcing. / Proven ability to identify, qualify, and prioritize acquisition targets independently. / Experience supporting buy-and-build or sponsor-backed acquisition strategies. / Strong research, market mapping, and pipeline management capabilities. / Professional fluency in English. Nice to have: / Experience within industrial products, manufacturing, B2B distribution, or related sectors. / Experience sourcing acquisition opportunities across North America. / Familiarity with fragmented founder-owned lower middle market businesses. / Previous exposure to public safety, infrastructure, or industrial safety product markets. Scope of Work: / Target universe definition and screening. / Market mapping and acquisition pipeline development. / Acquisition target qualification. / Outbound origination support. / Pipeline reporting and market intelligence. Ideal Profiles: / A Corporate Development professional with significant buy-side origination experience. / An M&A origination specialist from a private equity-backed portfolio company. / An investment professional with responsibility for acquisition sourcing and pipeline development. / A buy-side M&A advisor with experience identifying founder-owned acquisition opportunities.

German-Speaking Commercial Due Diligence Consultant (Start asap)

Project
An immediate-start commercial due diligence engagement is being run for a private-sector client, with an initial duration of two weeks. The client needs a manager-level CDD professional who can lead or independently drive core diligence workstreams with minimal ramp-up. Publishing or adjacent media-sector exposure is helpful, and very strong German and English are mandatory. Munich is preferred, though remote delivery is acceptable. Responsibilities: / Lead core commercial due diligence workstreams across market sizing, competitor mapping, and growth assessment. / Structure and execute market research, management input synthesis, and customer or expert interview analyses. / Develop investment-oriented findings, commercial insights, and transaction-ready recommendations. / Prepare clear, client-ready presentations and commercial due diligence outputs. / Deliver high-quality work within a fast-paced two-week transaction timeline. / Collaborate effectively with German- and English-speaking stakeholders. Requirements: / Demonstrated commercial due diligence experience with ownership of key workstreams. / Strong experience assessing markets, competitors, customer dynamics, and growth opportunities. / Ability to produce high-quality commercial analysis and investment-oriented recommendations. / Professional fluency in German and English. / Availability to contribute full-time on a daily basis for approximately two weeks. Nice to have: / Previous experience in publishing, media, information services, or adjacent sectors. / Experience supporting commercial due diligence projects in the German market. / Previous experience delivering short-duration, high-intensity transaction engagements. / Based in or able to travel to Munich if required. Scope of Work: / Commercial market assessment. / Competitive landscape analysis. / Growth and investment thesis validation. / Commercial due diligence reporting. / Bilingual stakeholder communication. Ideal Profiles: / A Commercial Due Diligence consultant from a strategy consulting firm with experience leading buy-side diligence workstreams. / A Transaction Advisory or Strategy consultant with significant commercial due diligence experience across multiple industries. / A Commercial Due Diligence specialist with experience delivering fast-paced investment support for private equity clients. / An experienced strategy consultant with strong market analysis skills and transaction exposure.

Fractional M&A Senior Associate (US Remote | Start: ASAP)

Project
We are supporting a family office-backed investment firm in its search for a fractional M&A professional to support a recurring pipeline of lower middle market add-on acquisitions. The engagement will commence as soon as possible and is expected to run for several months at approximately 50–75% capacity. The successful candidate will become part of a lean investment team and provide hands-on execution support across multiple live acquisitions. Responsibilities span transaction modelling, presentation development, due diligence coordination, advisor management, financing support, closing activities, and post-close follow-up. The role is fully remote, with a preference for candidates based in the United States. Responsibilities: / Support buy-side acquisition processes from diligence through signing and closing across multiple live transactions. / Build and maintain financial models, acquisition analyses, and transaction-related Excel materials. / Prepare investment presentations, committee materials, and executive-ready PowerPoint deliverables. / Coordinate due diligence workstreams, virtual data rooms, and external advisers including legal counsel, accountants, and lenders. / Support financing, refinancing, closing readiness, and transaction documentation. / Track post-close obligations including working capital adjustments, earn-outs, seller payments, and other transaction milestones. / Work closely with the investment team to maintain execution momentum across an active acquisition pipeline. Requirements: / Demonstrated experience supporting buy-side M&A transactions in Investment Banking, Private Equity, Corporate Development, Transaction Advisory, or similar execution environments. / Strong financial modelling and transaction analysis capabilities. / Advanced PowerPoint skills with experience preparing investment and transaction materials. / Experience coordinating due diligence processes and multiple external advisers. / Ability to manage multiple workstreams independently in a lean investment environment. / Professional fluency in English. Nice to have: / Experience supporting recurring add-on acquisitions within a buy-and-build strategy. / Exposure to refinancing processes and lender coordination. / Experience combining transaction execution with post-close integration follow-up. / Previous experience within a family office, sponsor-backed investment firm, or private equity environment. Scope of Work: / Buy-side transaction execution support. / Financial modelling and valuation analysis. / Investment presentation and committee material preparation. / Due diligence and advisor coordination. / Financing, closing, and post-close execution support. Ideal Profiles: / An Investment Banking Associate or Senior Associate with hands-on buy-side M&A execution experience. / A Private Equity Associate supporting lower middle market acquisitions and portfolio investments. / A Corporate Development Associate with experience executing acquisitions within an active buy-and-build environment. / A Transaction Advisory professional with strong financial modelling skills and end-to-end transaction execution experience.

German-Speaking Manager-Level Buy & Build M&A Lead (Frankfurt | Hybrid | Start: September)

Project
We are supporting an investment platform in its search for a manager-level interim M&A professional to support its buy-and-build strategy within the transportation sector. The engagement will commence in mid- to late September and is expected to run for approximately two months. The successful candidate will become part of an established M&A team and take hands-on ownership of buy-side transaction execution across target acquisitions. The role combines end-to-end deal execution, stakeholder coordination, negotiation support, and post-merger integration planning. Working closely with senior management, the candidate will help maintain transaction momentum and support the successful execution of the client's acquisition strategy. The engagement follows a hybrid working model with regular visits to the Frankfurt office. Success in this role requires sound commercial judgement, strong execution skills, and a relationship-oriented approach to acquisitions. Responsibilities: / Lead buy-side acquisition processes from target evaluation through signing and closing. / Coordinate transaction workstreams across management, internal stakeholders, external advisers, and counterparties. / Drive day-to-day transaction execution, ensuring timelines, milestones, and key deliverables remain on track. / Support commercial negotiations and prepare decision-ready materials for senior management. / Develop post-merger integration plans and coordinate Day 1 and early post-close activities. / Monitor transaction and integration risks, dependencies, and action items throughout execution. / Work closely with the wider M&A team to ensure successful delivery across concurrent acquisition projects. Requirements: / Demonstrated buy-side M&A execution experience with hands-on ownership of transaction workstreams. / Experience coordinating due diligence, transaction execution, and stakeholder management. / Exposure to post-merger integration planning or early post-close execution. / Ability to work effectively within a collaborative, team-oriented M&A environment. / Professional fluency in German and English. / Willingness to work in a hybrid environment with regular visits to Frankfurt. Nice to have: / Experience within transportation, mobility, healthcare services, or other operationally intensive service businesses. / Previous exposure to buy-and-build or sponsor-backed acquisition environments. / Experience supporting multiple acquisitions within an active M&A programme. / Understanding of socially oriented or regulated service environments. Scope of Work: / Buy-side transaction execution. / Stakeholder coordination and negotiation support. / Due diligence and transaction governance. / Post-merger integration planning. / Day 1 and early post-close execution support. Ideal Profiles: / An Associate or Manager from an Investment Banking or Transaction Advisory team with hands-on buy-side execution experience. / A Corporate Development professional with experience executing acquisitions within a buy-and-build environment. / An M&A professional from a private equity-backed portfolio company supporting active acquisition programmes. / A transaction professional with exposure to both M&A execution and post-merger integration.

Senior IT Carve-Out & ERP Transition Lead (Czech Republic | Hybrid | Start: September)

Project
We are supporting an investment holding in its search for a senior interim IT transformation professional to lead the planning and governance of a complex IT carve-out and ERP transition within one of its portfolio companies. The engagement will commence in September and initially require approximately four days per week through year-end, followed by ongoing advisory support of approximately one day per week for a further six months. The successful candidate will lead the design of the IT carve-out strategy, define the future-state ERP landscape, evaluate and select implementation partners, and oversee execution on behalf of the client. Rather than acting as a technical implementation resource or project coordinator, the role requires an experienced practitioner who can make informed architectural and delivery decisions, challenge external service providers, and ensure the programme remains on track throughout implementation. The engagement follows a hybrid working model, with an initial on-site presence in the Czech Republic followed by regular travel as required throughout the project. Responsibilities / Lead the planning and design of a complex IT carve-out programme, including ERP separation and transition strategy. / Assess the existing IT landscape and define the future-state architecture required following the carve-out. / Develop the overall implementation roadmap, governance model, sequencing, and key decision framework. / Evaluate, select, and manage external implementation partners across ERP and broader IT workstreams. / Act as the client's technical and delivery representative throughout implementation, challenging external providers where appropriate and ensuring high-quality execution. / Coordinate with local IT teams, business stakeholders, and implementation partners to resolve issues and maintain delivery momentum. / Provide pragmatic guidance throughout the programme based on previous hands-on carve-out and ERP transformation experience. Requirements / Approximately 10+ years of experience leading complex IT transformation, ERP implementation, or IT carve-out programmes. / Demonstrated experience delivering multiple IT carve-outs or large-scale separation programmes from planning through execution. / Strong ERP transition experience, ideally involving SAP environments. / Proven ability to evaluate, select, and govern external implementation partners. / Excellent stakeholder management skills across IT leadership, business management, and third-party vendors. / Professional fluency in English. / Willingness to travel regularly to the Czech Republic during key phases of the engagement. Nice to Have / Previous experience within manufacturing or industrial environments. / Professional Czech language capability. / Experience leading ERP transitions involving legacy SAP environments. / Experience operating within private equity-backed or similarly fast-paced transformation environments. Scope of Work / IT carve-out strategy and programme design. / ERP separation and transition planning. / IT landscape assessment and future-state architecture definition. / Implementation partner evaluation and selection. / Programme governance and implementation oversight. / Ongoing client-side advisory support throughout execution. Ideal Profiles / A senior IT carve-out programme lead who has repeatedly designed and governed complex separation programmes across multiple organisations. / A senior IT transformation consultant from a leading advisory firm with extensive hands-on experience delivering ERP-enabled carve-outs. / An experienced interim CIO, IT Programme Director, or IT Transformation Lead with a strong track record of ERP transitions and vendor governance. / A senior ERP transformation specialist who combines architectural understanding with practical programme leadership and implementation oversight.

US-Based Senior Transaction & Negotiation Advisor for Shareholder Buyout (Immediate Start)

Project
We are supporting the selling shareholder of a privately held lower middle market trading business in its search for a senior transaction advisor to support the sale of a 50% ownership stake to an existing business partner. An independent valuation has already been completed by a valuator jointly agreed by both parties. The buyer has proposed commercial terms that differ from the findings of the independent valuation. Consequently, the primary challenge is not financial modelling, but negotiating commercial terms, interpreting the valuation, and helping bridge the gap between the independent valuation and the buyer's proposed terms. The successful candidate will act as a trusted intermediary and negotiation advisor, helping the seller structure discussions, explain the valuation rationale, and navigate a sensitive shareholder transaction. The role is fully remote but requires availability during US Central Time business hours. Responsibilities / Advise the selling shareholder throughout the negotiation of a 50% ownership transfer to the existing business partner. / Translate the independent valuation into clear commercial arguments and negotiation positions. / Review proposed pricing, payment structures, seller financing, and other commercial terms. / Help bridge differences between the parties while protecting the client's commercial interests. / Identify potential negotiation risks and propose practical solutions to facilitate agreement. / Support discussions with legal counsel regarding transaction structure and documentation where required. / Act as an experienced sounding board throughout the transaction until commercial agreement is reached. Requirements / Approximately 10+ years of experience in M&A, corporate finance, private-company transactions, or transaction advisory. / Demonstrated experience advising on shareholder buyouts, founder exits, partner buyouts, or closely related bilateral transactions. / Strong negotiation skills and the ability to represent or advise business owners in sensitive commercial discussions. / Ability to interpret independent valuation reports and translate their findings into effective negotiation strategies. / Comfortable working directly with entrepreneurs and owner-managed businesses. Nice to Have / Experience advising privately held trading, distribution, brokerage, or commercial businesses. / Prior experience with partner buyouts, shareholder transactions, or succession situations. / Familiarity with deferred consideration, seller financing, earn-outs, or alternative transaction structures. / Experience working with US-based privately held businesses. Scope of Work / Review the completed independent valuation and prepare the seller's negotiation strategy. / Advise on pricing, payment terms, financing structure, and commercial protections. / Support live negotiations with the buyer throughout the transaction. / Coordinate commercial positions with legal advisors where appropriate. / Help guide the transaction toward a mutually acceptable commercial agreement. Ideal Profiles / A senior M&A advisor with extensive experience negotiating shareholder buyouts, founder exits, and private-company transactions. / A former investment banker or corporate finance advisor who has repeatedly advised owner-managed businesses on bilateral share sales and commercial negotiations. / An experienced transaction advisor or boutique M&A professional who combines strong valuation knowledge with excellent commercial negotiation skills. / An experienced independent M&A or corporate finance advisor who regularly supports owners of privately held businesses in shareholder transactions, valuation discussions, and commercial negotiations.

Senior M&A Deal Lead – International M&A (Paris, Hybrid, September Start)

Project
We are supporting an international corporate in its search for a senior interim M&A professional to lead strategic transaction projects across multiple jurisdictions. The engagement will commence on September 1 and is expected to run full-time for approximately three to four months. The successful candidate will independently lead end-to-end M&A processes across both acquisitions and divestitures, working closely with senior management on international strategic transactions. The role requires an experienced execution professional who combines strong financial and strategic thinking with excellent presentation skills, executive presence, and the ability to drive complex cross-border transactions from inception through signing and closing. The role follows a hybrid working model with three days per week based in the Paris office and two days remote. Responsibilities: / Lead end-to-end buy-side and sell-side M&A transactions from initial assessment through signing and closing. / Coordinate financial, legal, tax, commercial, operational, and other due diligence workstreams across internal teams and external advisers. / Prepare and review investment memoranda, management presentations, board materials, and transaction documentation. / Develop valuation analyses and strategic recommendations to support executive decision-making. / Drive transaction governance, stakeholder communication, negotiations, and overall project execution across multiple workstreams. / Work directly with senior management and external counterparties throughout the transaction lifecycle. Requirements: / Approximately 8–15 years of M&A, Investment Banking, Corporate Development, Strategy Consulting, or Transaction Advisory experience. / Demonstrated experience independently leading end-to-end buy-side and sell-side transactions. / Strong financial analysis, valuation, and transaction execution capabilities. / Outstanding PowerPoint and executive presentation skills, with experience preparing decision-ready materials for senior stakeholders. / Proven experience coordinating international transactions involving multiple stakeholders and advisers. / Professional fluency in English. / Willingness to work on-site in Paris three days per week. Nice to Have: / Previous experience with a bulge bracket investment bank or another leading international M&A advisory firm. / Previous experience with a top-tier strategy consultancy (e.g. MBB) combined with meaningful transaction exposure. / Experience across mid-cap and large-cap M&A transactions. / Professional French language capability. / Experience across multiple industries and international transaction environments. Scope of Work: / Lead strategic international M&A transactions from opportunity assessment through signing and closing. / Coordinate all due diligence workstreams and external advisers. / Prepare valuation analyses, executive presentations, and decision materials. / Support negotiations, governance, and executive stakeholder management throughout the transaction lifecycle. / Act as the central execution lead across concurrent international M&A projects. Ideal Profiles: / A Vice President or Director from a bulge bracket investment bank or another leading international M&A advisory firm with extensive international transaction experience. / A senior Corporate Development professional who has repeatedly led international acquisitions and divestitures from evaluation through closing. / A former MBB consultant or other top-tier strategy consultant who has subsequently built significant hands-on M&A execution experience and combines strategic thinking with exceptional executive communication skills.

Associate / Manager – Post-Merger Integration (PE-Backed B2B Services)

Project
We are supporting a PE-backed professional services platform in its search for an interim Post-Merger Integration Project Manager to coordinate the integration of a newly acquired business. The company has grown through acquisitions and is preparing for its next integration, requiring an experienced project manager to drive execution across multiple functional workstreams. The engagement is expected to commence shortly and will run for approximately four to six weeks, requiring around 4 days per week. Functional experts already own the individual workstreams; the successful candidate will ensure that all activities remain coordinated, stakeholders stay aligned, risks are escalated appropriately, and the integration progresses according to plan. The role requires strong business judgement, diplomacy, and the ability to work effectively across multiple functions without direct reporting authority. Responsibilities: / Coordinate the execution of the post-merger integration across multiple functional workstreams, ensuring alignment with the overall integration plan. / Drive governance through structured project planning, action tracking, milestone management, and regular status reporting. / Coordinate stakeholders across systems integration, sales and marketing, CRM, pricing, accounting, operational KPIs, SOPs, and other business functions. / Identify dependencies, execution risks, and blockers, ensuring that issues are escalated and resolved in a timely manner. / Maintain visibility across all integration activities and ensure that stakeholders remain informed and accountable throughout the project. / Facilitate productive collaboration between the acquiring business, the acquired management team, and functional leaders, recognising that the original owner will remain actively involved after closing. Requirements: / Approximately 4–8 years of experience in project management, PMO, post-merger integration, or cross-functional transformation programmes. / Demonstrated experience coordinating multiple business workstreams and stakeholders in complex project environments. / Strong organisational and stakeholder management skills, with the ability to influence without direct authority. / Commercially minded with sufficient business understanding to identify gaps, challenge assumptions, and ensure effective cross-functional communication. / Excellent communication skills and professional fluency in English. / Must be located within US time zones. Nice to Have: / Previous experience supporting post-merger integrations within PE-backed or acquisitive organisations. / Exposure to professional services, consulting, outsourced services, or HR services businesses. / Experience working with integration playbooks, governance frameworks, and structured PMI methodologies. / Familiarity with systems integration, CRM, finance, or operational transformation initiatives. Scope of Work: / Coordinate the execution of a structured post-merger integration across multiple business functions. / Maintain governance through action tracking, milestone management, risk identification, and executive reporting. / Ensure effective communication and alignment across all functional stakeholders throughout the integration. / Support leadership by maintaining visibility, resolving execution gaps, and driving delivery against the integration plan. Ideal Profiles: / A Project Manager or PMO professional with hands-on experience coordinating post-merger integrations or complex transformation programmes across multiple business functions. / A management consultant or transformation professional experienced in driving cross-functional execution, governance, and stakeholder alignment within fast-paced organisations. / An integration or programme manager from a PE-backed or acquisitive business who has coordinated functional workstreams while ensuring delivery against structured integration plans.

Interim M&A Generalist – Middle-Market M&A Advisory (Successor Track)

Project
We are supporting a well-established US middle-market M&A advisory firm in its search for an experienced M&A professional to work directly alongside the founder, initially on an interim basis with the intention of transitioning into a long-term leadership role. The firm has advised business owners for more than 20 years, specialising primarily in sell-side transactions with typical deal sizes between USD 30 million and 100 million. This is considerably broader than a traditional execution role. While the successful candidate will lead live M&A transactions, they will also work closely with the founder to improve the overall business, contribute to operational and commercial initiatives, and gradually assume greater responsibility across the firm. The ideal candidate is an experienced M&A generalist who combines strong transaction execution with commercial judgement, entrepreneurial thinking, and the ambition to grow into a leadership position. The role follows a hybrid working model, with increased on-site collaboration in New York or Palm Beach during the initial phase of the engagement, transitioning to greater remote flexibility over time. Responsibilities / Lead sell-side M&A engagements from initial client preparation through transaction execution and closing. / Manage buyer processes, due diligence, negotiations, transaction materials, and overall project execution across multiple live mandates. / Work directly alongside the founder to improve internal processes, operational effectiveness, and commercial performance across the business. / Identify opportunities to strengthen marketing, business development, client delivery, and other firm-wide initiatives beyond individual transactions. / Review and oversee work produced by junior team members while providing guidance and mentoring where appropriate. / Build trusted relationships with business owners and act as a senior adviser throughout the transaction lifecycle. / Contribute to the long-term development of the firm, with increasing leadership responsibility over time. Requirements / Approximately 7–10 years of experience in Investment Banking, Corporate Development, or M&A Advisory. / Demonstrated experience independently leading both buy-side and sell-side M&A transactions. / Strong financial modelling, valuation, negotiation, and transaction execution capabilities. / Commercial mindset with the ability to identify operational improvements beyond transaction execution. / Entrepreneurial attitude and interest in helping grow a boutique advisory business. / Excellent communication and relationship management skills. / Willingness to work on-site in either New York or Palm Beach during the initial onboarding phase, with increasing remote flexibility as the engagement progresses. Nice to Have / Previous experience within an entrepreneurial boutique or middle-market M&A advisory firm. / Experience improving business operations, commercial processes, marketing, or business development. / Leadership or mentoring experience with analysts and associates. / Interest in transitioning from an interim engagement into a long-term leadership role. Scope of Work / Lead live middle-market sell-side M&A transactions from preparation through closing. / Support selected buy-side opportunities where appropriate. / Work alongside the founder to improve operational, commercial, and organisational aspects of the business. / Help establish the foundations for a long-term leadership transition within the firm. Ideal Profiles / A Vice President or Director from a middle-market investment bank seeking a broader entrepreneurial role with long-term leadership potential. / A senior Corporate Development or M&A advisory professional who enjoys combining transaction execution with business building and operational improvement. / An experienced M&A generalist who has successfully led both buy-side and sell-side transactions and is motivated by the opportunity to help shape and eventually lead an established advisory firm.

Head of Transformation / Chief of Staff for PE-Backed Financial Services Technology Group

Project
We are supporting a PE-backed financial services technology group in its search for a senior Chief of Staff to the Group CEO. The successful candidate will help drive several CEO-level strategic priorities, including AI and automation, operational transformation, commercial build-out, organizational effectiveness, and sponsor-backed value creation across an international platform operating in Europe and Latin America. This is a highly cross-functional execution role requiring someone who can combine strategic thinking with hands-on delivery, acting as a force multiplier for the Group CEO across multiple concurrent transformation initiatives. Responsibilities: /Drive coordination, governance, and execution tracking across multiple CEO-priority transformation and value-creation workstreams /Support the Group CEO in setting agenda, sequencing priorities, and maintaining delivery pace across business units and functions /Create clear reporting, decision-support materials, and follow-through mechanisms for senior management and sponsor stakeholders /Work cross-functionally across operations, technology, commercial, and business unit leadership to unblock issues and maintain momentum /Lead the coordination and execution of AI, automation, efficiency, and operating model transformation initiatives. /Act as a force-multiplier in the CEO office across cross-border stakeholder management and special projects / Prepare executive presentations, board materials, and decision papers for the Group CEO, shareholders, and sponsor representatives. Requirements: - 8-15 years of experience in chief of staff, transformation, strategy and operations, portfolio operations, or comparable senior execution roles - Demonstrated track record leading cross-functional delivery across multiple workstreams in large, complex organizations - Experience in PE-backed, sponsor-led, or value-creation-oriented operating environments - Relevant exposure to financial services, fintech, lending, banking infrastructure, or other regulated tech-enabled businesses - Strong English and Spanish capability, with willingness to be based in the headquarters location Nice to have: - Prior experience in a CEO office or direct support role to a CEO, COO, or board-level executive - Hands-on exposure to AI, automation, operating model redesign, or cost transformation programs - Background spanning both advisory rigor and in-house operating delivery - Experience working across Europe and Latin America or similarly international operating footprints Scope of Work: - CEO office governance and executive cadence management - Transformation program coordination across AI, automation, and operational improvement initiatives - Commercial function build-out support and performance tracking - Sponsor-facing value creation reporting and follow-up - Cross-business-unit prioritization, escalation management, and delivery oversight Ideal Profiles / A Chief of Staff, Head of Strategy, or Transformation Director supporting the CEO of a PE-backed technology, fintech, or financial services business, with a track record of driving cross-functional strategic initiatives and executive-level execution. / A management consulting professional (MBB or Tier 1 strategy consultancy) who has transitioned into an in-house Chief of Staff, Strategy, or Transformation leadership role, combining structured problem solving with hands-on delivery across complex organisations. / A Private Equity Portfolio Operations or Value Creation professional with experience partnering with management teams to deliver operational improvements, commercial initiatives, cost transformation, and AI or automation programmes across sponsor-backed businesses. / A senior Strategy & Operations or Transformation leader from a large technology-enabled financial services organisation, experienced in coordinating executive priorities, driving organisational change, and acting as a trusted execution partner to the CEO.

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