Director M&A Finance

Palm Beach Gardens, Florida Permanent USD140,000 - USD160,000 per year View Job Description
The Director serves as a key liaison between the organization and the investment community as it prepares for public market entry. This role supports investor communications, capital markets initiatives, and public company readiness, partnering closely with executive leadership and the Board to ensure consistent messaging, regulatory alignment, and strategic financial positioning.
  • Lead IR strategy through IPO readiness
  • Work directly with executive leadership

About Our Client

Our client is a well-established, mid-sized company operating in the industrial and manufacturing industry preparing to transition to the public markets

Job Description

Investor Relations

  • Serve as a key leader of the Investor Relations function, managing communication with shareholders, analysts, and the broader investment community
  • Prepare and support earnings materials, investor presentations, and external financial messaging
  • Develop clear, consistent, and compelling investor communications and disclosures
  • Help shape the company's investor narrative and positioning in the market



Capital Markets

  • Support capital raising initiatives, financing transactions, and strategic financial projects
  • Prepare investor presentations, financing materials, due diligence responses, and data room content
  • Conduct capital markets research, including peer analysis, valuation benchmarking, and financing alternatives
  • Monitor debt and equity market conditions and provide insights regarding financing opportunities and risks



Public Company Readiness, Compliance & Reporting

  • Ensure all external communications align with disclosure requirements and regulatory standards in preparation for public company transition
  • Support SEC reporting processes, disclosure controls, and governance initiatives
  • Collaborate closely with Finance, Legal, and Executive Leadership to ensure accurate and consistent external communications
  • Support preparation of materials related to earnings releases, investor updates, and other public disclosures
  • Develop and implement investor relations and disclosure practices



Board & Executive Support

  • Prepare Board and Committee materials, dashboards, market updates, and investor-related reporting
  • Support executive presentations and strategic planning discussions
  • Provide market intelligence, investor feedback, shareholder insights, and competitive intelligence to management and the Board
  • Assist in preparing materials related to financing activities, capital allocation discussions, and strategic initiatives

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

Required Qualifications & Experience

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 7-12+ years of experience in Investor Relations, Corporate Finance, Investment Banking, Equity Research, Treasury, Capital Markets, or related disciplines
  • Direct experience supporting publicly traded company is strongly required
  • Strong understanding of public company financial reporting requirements, disclosure obligations, and regulatory standards
  • Experience supporting investor communications, earnings materials, and Board reporting
  • Strong executive presence with the ability to communicate effectively with senior leadership, investors, and Board members
  • High attention to detail with strong analytical and strategic thinking capabilities



Preferred Qualifications

  • MBA, CFA, CPA, or other advanced financial credential
  • Experience in energy, infrastructure, or capital-intensive industries
  • Experience supporting IPO readiness or public company transitions
  • Familiarity with SEC reporting processes and investor communications strategies

Skills & Competencies

  • Investor communications and financial storytelling
  • Capital markets knowledge across debt and equity
  • Financial analysis and valuation methodologies
  • Regulatory and disclosure awareness
  • Market research and competitive analysis
  • Executive communication and presentation skills
  • Strong analytical and strategic thinking ability

Additional Information

  • Location: Palm Beach Gardens, Florida
  • Work arrangement: On-site

What's on Offer

  • Salary around $160k, comprehensive standard benefits package.
  • Opportunity to support a well-funded company in industrial and manufacturing through IPO-readiness/public company transition
  • Engaging and collaborative work environment.
  • Potential for professional growth and career advancement.



Contact
Elyssa Gotkin
Quote job ref
JN-062026-7038639

Job summary

Sector
Accounting
Sub Sector
Commercial & Analysis
Industry
Industrial / Manufacturing
Location
Palm Beach Gardens
Contract Type
Permanent
Consultant name
Elyssa Gotkin
Job Reference
JN-062026-7038639