Buy-side M&a And Ownership Transition Advisor

BMO Financial Group

Dallas, Texas, United States
Base: $102,000.00 - $190,000.00; bonus/equity: may...
Hybrid
Buy-side m&a transaction experience
Ownership transition and liquidity structuring
Esop lifecycle advisory expertise
The Advisor serves as a key leader on deal teams, collaborating across BMO platforms to deliver creative financial analyses for strategic transactions

Job Summary

  • The Advisor serves as a key leader on deal teams, collaborating across BMO platforms to deliver creative financial analyses for strategic transactions.
  • The role involves extensive experience with ESOPs, supporting companies through new formations, early stages, and mature phases.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The Advisor serves as a key leader on deal teams, collaborating across BMO platforms to deliver creative financial analyses for strategic transactions.

Salary

Base: $102,000.00 - $190,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Buy-side M&A transaction experience
  • Ownership transition and liquidity structuring
  • ESOP lifecycle advisory expertise
  • Capital markets and debt/equity structuring
  • Board and executive stakeholder engagement

Nice-to-have

  • Mentoring junior team members
  • Thought leadership and conference presentation
  • Cross-platform collaboration within bank
  • Sector marketing initiative development

Key Requirements

  • 7+ years in investment banking or corporate finance
  • Undergraduate degree in finance, economics, or accounting
  • MBA or equivalent advanced experience preferred
  • Expert knowledge of capital markets and legal matters

Work Rights

Not specified

Tailored Resume

Cover Letter