Role Overview for Head of Transaction Services with a Consulting Firm – Houston, TX
JRG Partners is exclusively representing a premier, rapidly growing consulting firm seeking a visionary and results-oriented leader to establish and scale their Transaction Services practice in the dynamic Houston market. As the Head of Transaction Services, you will be the cornerstone of the firm’s M&A advisory capabilities in the region, responsible for building a high-performing team, driving business development, and delivering exceptional client service.
This is a unique entrepreneurial opportunity for a seasoned professional to build a practice from a strong, established platform, with significant autonomy and direct impact on the firm’s trajectory. You will serve as the lead partner for all transaction-related engagements, including buy-side and sell-side financial due diligence, valuation, post-merger integration, and strategic financial advisory.
The ideal candidate is a strategic thinker with a robust network in the Houston business community and a proven track record of leading complex M&A transactions. You will leverage your deep technical expertise and market knowledge to provide clients—ranging from private equity firms to Fortune 500 corporations—with the critical insights needed to make informed investment decisions.
This role demands a blend of technical mastery, inspirational leadership, and sophisticated client relationship management. You will be instrumental in shaping the culture, strategy, and reputation of the practice, creating a legacy of excellence and becoming a recognized leader in the Houston transaction advisory landscape. Your success will be measured by the practice’s growth, profitability, client satisfaction, and the development of your team.
Key Responsibilities of Head of Transaction Services with a Consulting Firm – Houston, TX
Strategic Leadership & Practice Development
- Develop and execute a comprehensive business plan and go-to-market strategy for the Houston Transaction Services practice, aligning with the firm’s overall strategic objectives.
- Assume full P&L responsibility for the practice, including budgeting, forecasting, revenue generation, and profitability management.
- Establish and monitor key performance indicators (KPIs) to track practice performance, utilization, and engagement profitability.
- Continuously innovate and expand the practice’s service offerings to meet evolving market demands and capitalize on new opportunities in areas like data analytics, ESG due diligence, and technology M&A.
- Act as a key member of the firm’s leadership team, contributing to firm-wide strategy, thought leadership, and cross-functional collaboration with other service lines such as tax, technology, and management consulting.
Business Development & Client Relations
- Leverage your existing network and cultivate new relationships with private equity sponsors, investment bankers, attorneys, and corporate development officers to build a robust pipeline of opportunities.
- Lead the entire business development lifecycle, from initial prospecting and proposal development to final presentations and engagement closing.
- Serve as the primary relationship partner for key clients, ensuring the highest levels of satisfaction and identifying opportunities for expanded services.
- Represent the firm at industry conferences, seminars, and networking events to enhance brand visibility and establish the practice as a market leader in Houston.
- Develop and publish thought leadership content, such as white papers, articles, and webinars, to showcase the firm’s expertise in the M&A space.
Engagement Execution & Quality Assurance
- Provide senior oversight and strategic direction on all transaction advisory engagements, ensuring the delivery of world-class work products.
- Lead complex buy-side and sell-side engagements, guiding teams through the intricacies of financial analysis, including quality of earnings, net working capital analysis, debt and debt-like items, and profitability assessments.
- Review and approve all major client deliverables, including due diligence reports, valuation models, and integration plans, ensuring they are clear, insightful, and actionable.
- Act as the ultimate technical resource for the team, resolving complex accounting and financial issues and providing expert guidance.
- Implement and maintain rigorous quality control processes and risk management protocols to protect the firm and its clients.
Team Leadership & Mentorship
- Recruit, hire, and onboard a team of top-tier transaction advisory professionals, building a culture of collaboration, excellence, and continuous learning.
- Provide strong, inspirational leadership, setting clear expectations and fostering a positive and inclusive team environment.
- Mentor and develop team members through effective coaching, real-time feedback, and structured professional development plans.
- Manage team resource allocation and project staffing to ensure optimal client service and employee development.
- Champion diversity and inclusion initiatives within the practice and the broader firm.
Requirements for the Head of Transaction Services with a Consulting Firm – Houston, TX
Education & Professional Credentials
- Bachelor’s degree in Accounting, Finance, Economics, or a related field is required.
- An MBA or other relevant Master’s degree is highly preferred.
- Active professional certification such as CPA (Certified Public Accountant) is strongly required.
- Additional certifications like CFA (Chartered Financial Analyst) or ABV (Accredited in Business Valuation) are highly advantageous.
Professional Experience
- A minimum of 15 years of progressive experience in transaction advisory services, corporate development, or a related M&A-focused field.
- Significant experience within a national or international public accounting firm (Big 4 preferred) or a reputable consulting firm is essential.
- A demonstrable and successful track record of building and leading a practice or a significant team, including P&L management and business development.
- Extensive hands-on experience leading and executing comprehensive financial due diligence for both strategic and private equity clients.
- Proven ability to originate new business and maintain a strong network of referral sources and clients within the Houston market or a comparable major metropolitan area.
- Deep industry expertise in sectors relevant to the Houston economy, such as Energy (Oil & Gas), Industrials, Healthcare, or Technology, is a significant plus.
Skills & Competencies
- Exceptional leadership and team-building skills with the ability to inspire, motivate, and develop talent.
- Superior business acumen and a strategic mindset, with the ability to see the big picture and drive long-term growth.
- Mastery of complex financial and accounting concepts, including US GAAP, financial modeling, valuation methodologies, and M&A transaction structures.
- Outstanding written and verbal communication skills, with the ability to articulate complex findings to C-level executives and boards of directors.
- Excellent project management skills, with the ability to manage multiple complex engagements simultaneously under tight deadlines.
- Strong client service orientation and relationship-building skills, with a commitment to delivering exceptional value.
Benefits & Perks Offered
Our client is committed to investing in their people and offers a highly competitive and comprehensive benefits package designed to support your professional and personal well-being. This includes:
- Highly competitive base salary and a lucrative, performance-based bonus structure with significant upside potential.
- Partner-track opportunity with equity consideration based on practice performance and contribution to the firm.
- Comprehensive health, dental, and vision insurance plans with low employee premiums.
- Generous 401(k) plan with a strong employer matching contribution.
- Substantial Paid Time Off (PTO) policy, including vacation, sick leave, and firm holidays.
- Paid parental leave and family support programs.
- A significant annual budget for professional development, continuing education, and industry certifications.
- Firm-sponsored wellness programs, including gym membership reimbursement and mental health resources.
- State-of-the-art technology and a modern, collaborative office environment in a prime Houston location.
- Flexible and hybrid work arrangements to promote work-life balance.
- A clear path for career progression in a growing and entrepreneurial firm.
How to Apply
This is a confidential search managed by JRG Partners. If you are a transformative leader with the experience and ambition to build a market-leading Transaction Services practice, we encourage you to apply. To submit your application, please send your resume and a cover letter detailing your relevant experience and leadership accomplishments to our dedicated recruitment team.
JRG Partners is a leader in executive search for financial and advisory roles. We are proud to partner with firms that are building the future of the consulting industry. To learn more about our expertise in this area, please visit the page for JRG Partners’ Consulting & Advisory practice. We look forward to reviewing your qualifications and discussing this exceptional opportunity with you.
