Role Overview for Partner, Transaction Services with a Big Four Firm – Dallas, TX
JRG Partners is proud to represent a globally recognized Big Four firm in their search for a distinguished and visionary Partner to lead their Transaction Services practice in the vibrant and rapidly expanding Dallas, Texas market. This is a pinnacle career opportunity for an established leader to take ownership of a high-growth practice, shape its strategic direction, and make a significant impact on the firm’s regional and national M&A advisory footprint. As a Partner, you will be the face of the practice, responsible for cultivating C-suite relationships, driving revenue growth, and mentoring a world-class team of transaction advisory professionals. You will operate at the highest echelons of corporate finance, advising premier private equity firms and Fortune 500 corporations on complex, multi-billion dollar transactions that shape industries. The Dallas market is a hotbed for corporate headquarters, private equity investment, and M&A activity, offering an unparalleled platform for a leader with an entrepreneurial spirit and a deep understanding of the transaction lifecycle. This role is not merely about managing engagements; it is about building a legacy, fostering innovation in service delivery, and solidifying the firm’s position as the preeminent advisor in the Southwest. You will be a key member of the firm’s leadership, contributing to broader firm-wide initiatives and embodying the values of integrity, excellence, and collaborative success.
Key Responsibilities of Partner, Transaction Services with a Big Four Firm – Dallas, TX
The Partner for Transaction Services will have a broad and impactful remit, encompassing strategic leadership, business development, client service excellence, and team mentorship. Your success will be measured by the growth of the practice, the quality of your team, and the strength of your client relationships.
Strategic Leadership & Practice Development
Develop and execute a comprehensive growth strategy for the Dallas Transaction Services practice. This includes identifying key market opportunities, setting ambitious revenue targets, managing the practice’s P&L, and ensuring sustainable profitability. You will be responsible for forecasting, budgeting, and resource allocation to support strategic goals.
Business Development & Client Relationship Management
Leverage your extensive professional network and market presence to originate new client engagements. Actively lead business development initiatives, including pitches, proposals, and presentations to C-level executives and private equity principals. Cultivate and maintain deep, trusted advisor relationships with key clients, becoming their go-to expert for all transaction-related matters.
Engagement Execution & Quality Assurance
Serve as the lead engagement Partner on the most complex and high-profile transaction advisory projects, including buy-side and sell-side financial due diligence, carve-outs, and post-merger integration support. Provide ultimate oversight on all engagements to ensure the highest standards of quality, technical accuracy, and client satisfaction are met. Proactively manage engagement risk and ensure compliance with all firm and regulatory standards.
Team Leadership & Talent Development
Build, lead, and inspire a high-performing team of transaction services professionals, from Associates to Senior Directors. Foster an inclusive, collaborative, and entrepreneurial culture that attracts and retains top talent. Act as a dedicated mentor and coach, providing career guidance, performance feedback, and professional development opportunities to cultivate the next generation of leaders within the firm.
Thought Leadership & Market Eminence
Act as a prominent voice and subject matter expert in the M&A community. Represent the firm at industry conferences, author white papers, and contribute to publications on topics related to M&A trends, due diligence, and valuation. Enhance the firm’s brand and market eminence as a leading transaction advisor.
Requirements for the Partner, Transaction Services with a Big Four Firm – Dallas, TX
We are seeking a candidate with a distinguished career, a proven track record of success in a leadership capacity, and the executive presence to inspire confidence in clients and colleagues alike. The ideal candidate will possess a unique blend of technical expertise, business acumen, and leadership prowess.
Professional Experience
A minimum of 15+ years of progressive experience within a transaction advisory services practice is required. The majority of this experience should be from a Big Four or other nationally recognized accounting or consulting firm. A demonstrable and verifiable track record of originating and closing new business opportunities is essential.
Leadership Credentials
Proven experience in a leadership role (Director, Managing Director, or existing Partner) with responsibility for managing a team and a practice P&L. Experience building and scaling a practice is highly desirable.
Technical Expertise
Deep, expert-level knowledge of the entire M&A lifecycle. Mastery of complex accounting and finance concepts, particularly as they relate to financial due diligence for both buy-side and sell-side transactions. This includes quality of earnings analysis, net working capital adjustments, debt and debt-like items analysis, and identifying key value drivers and risks. You must be fluent in the industry-leading standards in financial due diligence and valuation methodologies.
Educational & Professional Certifications
A Bachelor’s degree in Accounting, Finance, or a related field is mandatory. An active CPA license is strongly preferred. A CFA designation or an MBA would be considered a significant asset.
Client & Market Focus
Extensive experience advising both corporate and private equity clients on a wide range of transactions across various industries. A strong existing network of relationships with C-level executives, private equity investors, and M&A-focused attorneys and investment bankers in the Dallas or broader Texas market is highly advantageous.
Personal Attributes
Unquestionable integrity and ethical standards. An entrepreneurial and growth-oriented mindset. Exceptional communication, presentation, and interpersonal skills. A strategic thinker with the ability to navigate complex and ambiguous situations. A collaborative leader who prioritizes the success and development of their team.
Benefits & Perks Offered
Our client offers a comprehensive and highly competitive compensation and benefits package commensurate with a Partner-level position at a premier global firm. This package is designed to reward performance, support well-being, and facilitate long-term financial security.
Executive Compensation
A highly competitive base salary complemented by a significant performance-based bonus and a path to equity/partnership distributions.
Comprehensive Health & Wellness
Premier medical, dental, and vision insurance for you and your family. Generous wellness stipends, access to mental health resources, and firm-sponsored well-being programs.
Retirement & Financial Planning
A robust 401(k) plan with a generous firm match, access to a pension plan, and executive financial planning services.
Generous Paid Time Off (PTO)
A flexible and generous PTO policy, including vacation, sick leave, and numerous firm holidays to encourage work-life balance.
Parental Leave
Industry-leading paid parental leave policies for all new parents.
Professional Development
A significant annual budget for continuing professional education (CPE), executive leadership training, and attendance at premier industry conferences.
Perks & Amenities
Executive-level perks which may include a car allowance, club memberships, and relocation assistance for qualified candidates.
How to Apply
This is a confidential search being conducted exclusively by JRG Partners. If you are a visionary leader ready to take on the challenge of leading and growing a premier Transaction Services practice in one of the nation’s most dynamic markets, we encourage you to apply. To express your interest, please submit your resume and a cover letter outlining your qualifications and your vision for this role. For more information about our expertise in this sector, please visit our Accounting & Finance Practice page. Qualified candidates will be contacted by a JRG Partners senior recruiter for a confidential discussion. Our client is an equal opportunity employer and is committed to building a diverse and inclusive leadership team.
