CEO ​/ Partner — Dallas — M&A · Asset Management · Real Estate

We are an independent advisory group structured around three complementary verticals, positioned on high-value markets, with a selective and confidential approach.

Next-generation advisory firm specializing in the small & lower mid-cap segment: technical, technological, industrial, and service companies. We support business owners and shareholders in their sell-side, buy-side, and build-up transactions, with an approach focused on structuring, targeted exposure, and controlled execution.

Advisory and transactions on high-value strategic real estate assets: investment real estate, commercial real estate, tangible assets, and off-market transactions for entrepreneurs, investors, and family offices.

Wealth engineering, holding structure setup, long-term asset allocation, and capital organization for business owners, entrepreneurs, and investors.

high standards and discretion, selectivity of mandates and partners, long-term trust-based relationships, methodology inspired by premium advisory standards, and absolute confidentiality, without intrusive sales approaches.

As part of our international expansion, we are looking for a Partner to found, structure, and lead the Dallas office, covering a strategic hub:
Texas and the US Sunbelt, one of the nation's fastest-growing markets for corporate enterprise, private equity, and wealth management.

This is not a corporate representation role, but an entrepreneurial mandate: you drive the Group's growth in your territory, manage relationships with regional executives and investors, and build your own team as the office scales up.

• Establish and develop the Dallas office across the Group's three verticals
• Represent the Group among regional business owners, entrepreneurs, investors, family offices, and wealth structures
• Identify and initiate opportunities in M&A, strategic real estate, and wealth structuring
• Qualify mandates and coordinate execution with internal specialized teams
• Build strong ties with the local and national ecosystem (banks, funds, advisors, intermediaries)
• Recruit and progressively structure a local team
• Act as a trusted advisor, rather than a traditional transaction broker

We value leadership posture and network over a standardized resume.

• Senior experience in M&A, corporate finance, banking, real estate, wealth management, or executive management
• Active and qualified network of decision-makers, entrepreneurs, or investors across Dallas, Texas, and the US market
• Ideally a strong understanding of the region's entrepreneurial and wealth dynamics
• High personal credibility and comfort in confidential, high-stakes environments
• Entrepreneurial mindset, autonomy, and strong sense of ownership
• Ambition to build a business for the long term, not to hold a simple finder role

• Founding Office Partner status (structure partner / associate partner)
• Attractive compensation, heavily variable-based, tied to successful transaction execution
• No earning cap
• Prospects of partnership and equity participation based on involvement and results
• Access to an existing framework, recognized expertise, and a pipeline of qualified mandates
• Full autonomy to structure your territory and build your team
• Integration into a discreet, selective, and international advisory ecosystem