Transaction Strategy Executive

Our client is a newly incorporated firm offering integrated tax, financial, transactions, and investment advisory services.

A high-growth professional services firm is seeking an exceptional professional to lead its Transactions practice.

The Head of Transaction Advisory will oversee the department responsible for PMO services, IPO Advisory, process integration, contracts and legal compliance, due diligence and transaction structuring ensuring that transactions deliver their intended strategic and financial value.

This role demands strong expertise in deal structuring, regulatory compliance, and operational integration. The leader will guide clients through the critical deal execution and post-closing phase — ensuring seamless transitions, synergy realization, and long-term value creation.

• Key Responsibilities:
• Deal Execution & Integration
• Lead the drafting of transaction documents, completion of due diligence, and transaction negotiations.
• Oversee the execution of processes after deal closure, including capital structuring, funding drawdowns, and compliance.
• Manage the integration of acquired businesses (financial systems, reporting, governance, risk management).
• Ensure synergy tracking and realization through structured MIS dashboards and KPI frameworks.
• Manage separation and carve-out activities where required (shared services, asset transfers, employee migration).
• Financial & Regulatory Management
• Oversee the implementation of deal-related structures (SPA/SSA covenants, milestone-linked funding, earnouts).
• Ensure compliance with regulatory frameworks (Companies Act, FEMA, SEBI, RBI, tax regulations).
• Support clients with closing balance sheet preparation, purchase price allocation, and consolidation.
• Liaise with statutory auditors, tax advisors, and regulators to ensure smooth compliance post-deal.
• Stakeholder & Client Advisory
• Act as trusted advisor to boards, promoters, CFOs, and private equity investors on post-transaction strategy.
• Manage cross-border coordination with legal, tax, and regulatory teams.
• Provide clear communication and governance updates to senior stakeholders.
• Practice Leadership & Team Management
• Build and lead a multidisciplinary team (finance, accounting, tax, process experts) to deliver transaction execution services.
• Drive standard operating procedures for post-deal advisory, ensuring consistency and quality.
• Mentor Managers and Associates, fostering consulting excellence and knowledge development.
• Collaborate with other service lines (Tax, Valuation, Audit, Digital Finance) for integrated client solutions.
• Business Development & Thought Leadership
• Develop service offerings in post-deal advisory and integration.
• Contribute to proposals, client pitches, and relationship management with key accounts.
• Represent the firm at industry forums, webinars, and regulatory discussions.

Key Skills & Competencies:

• Deep expertise in M&A deal execution, post-deal integration, carve-outs, and restructuring.
• Strong understanding of financial reporting, accounting standards, tax structuring, and compliance frameworks.
• Proven ability to lead negotiations, manage stakeholders (boards, promoters, PE funds, global investors).
• Hands-on experience with scenario analysis, synergy modelling, and performance tracking.
• Excellent leadership, people management, and client relationship skills.

Qualifications & Experience:

• 12+ years in M&A, corporate finance, or transaction advisory (Big 4, consulting, or corporate M&A leadership).
• Chartered Accountant / CFA / MBA (Finance) / LLP
• Track record of leading complex cross-border transactions and post-deal execution programs.
• Experience in automotive, manufacturing, EV, or diversified industrials is an advantage.