Director · National
Forvis Mazars, LLP · Houston, Texas
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Lead and manage complex buy side and sell side financial due diligence engagements for private equity and corporate clients.
Worth knowing: Preferably nine plus years with at least five in transaction advisory at a large
The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes. At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you! The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals. What You Will Do: Strategically lead and oversee complex buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients, ensuring alignment with broader investment strategies and value creation goals. Drive the development of high-impact Quality of Earnings analyses by synthesizing complex financial and operational data, delivering actionable insights that influence investment decisions. Identify and assess critical diligence risks and strategic opportunities, providing executive-level recommendations that inform deal structuring, integration planning, and long-term performance optimization. Lead market and industry intelligence initiatives, leveraging competitive benchmarking and trend analysis to contextualize target performance and support strategic positioning in dynamic market environments.
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