Investment Banking - Managing Director, Mergers & Acquisitions (M&A)

PKF O'Connor Davies
Managing DirectorPrivate EquityFull-time
Location

Stamford, United States

Date Posted

May 7, 2026

Region

Connecticut

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About This Role

PKF Investment Banking is seeking an experienced Managing Director to join its growing M&A advisory practice. The firm provides M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million across diverse industries, with a focus on senior-level execution and customized transaction processes.

The Managing Director will originate and execute sell-side and strategic M&A transactions, serve as trusted advisor to founders, entrepreneurs, and family-owned businesses, and lead transaction teams through all phases of the M&A process. The role requires developing and maintaining long-term senior-level client relationships and contributing to business development initiatives and firm growth strategies.

PKF Investment Banking is supported by a private equity-backed leading accounting and advisory platform, offering an entrepreneurial environment with a high degree of autonomy for senior bankers. The position covers Connecticut and Southeast Florida markets.

Requirements include 15+ years of investment banking experience with a strong focus on middle market M&A, demonstrated success in transaction origination and execution, established business community network, and Series 63 and 79 licenses.

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