Director of Business Transitions

Job Summary

To grow the Business Transitions practice, the full-time remote Director of Business Transitions will manage M&A transactions, interface with clients' deal teams, and ensure seamless transitions for business owners navigating significant liquidity events.

Key responsibilities

• Work directly on live transactions as the deal side subject matter expert, collaborating with Mercer's advisory team
• Build and maintain a referral network with investment bankers, M&A attorneys, and deal accountants to enhance market development
• Engage business owners throughout the transaction process to integrate planning strategy with deal execution

Required qualifications

• 8 to 15 years of experience in M&A transactions, including backgrounds in investment banking, M&A advisory, or wealth advisory
• Demonstrated ability to understand and communicate deal structures and transaction mechanics effectively
• Experience advising privately held business owners or executives, rather than institutional clients
• Series 65 required or ability to obtain within 90 days of hire; CFP, CFA, CPA, or JD preferred
• Bachelor's degree required; MBA, JD, or advanced degree preferred