Transaction Advisory Services Manager in Denver, Colorado

National Transaction Advisory Services Team Member

CBIZ's National Transaction Advisory Services, part of CBIZ Private Equity Advisory, is a leading national provider of financial due diligence to middle market private equity sponsors and their portfolio companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our business has scaled rapidly in recent years, with sustained year-over-year growth and a clear trajectory for continued expansion.

Our people and culture are truly what differentiate us in the market. We aren't just another FDD practice. We invest heavily in our people and processes and operate differently from traditional advisory models:

• Team members operate in a fully remote model across the continental U.S.
• You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
• You will receive meaningful support and coaching from firm leadership focused on accelerating your development.
• You will gain exposure to a broad range of clients, industries, and transaction types.
• You will work in a performance-driven environment where individual contributions materially influence outcomes on our team and with our clients.
• We offer market-leading compensation and a consistent track record of maximum bonus payout, reflecting the stability and performance of our business.
• Advancement is merit-based, with promotion timelines driven by performance, judgment, and readiness rather than tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
• Our unique business model is designed to provide both autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
• We are intentional about career sustainability and recognize that long-term performance requires balance. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.

If you are seeking a high-caliber, rapidly scaling advisory platform with rigorous standards, broad responsibility, and meaningful client impact where you can be your whole self, advance your skills and deepen your experiences, then consider joining our National Transaction Advisory Services team.

Essential Functions and Primary Duties

Our team focuses on providing both buy-side and sell-side financial due diligence to private equity sponsors and companies across a variety of industries located throughout the U.S. You will perform in-depth financial and business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your analyses will directly inform recommendations related to valuation, deal structure, and key transaction risks.

This role is demanding and fast-paced, suited for professionals who thrive in high-expectation environments and value strong support, team camaraderie, and exceptional client service.

• Lead day-to-day execution of multiple financial due diligence engagements, managing engagement teams and coordinating directly with targets and clients throughout the transaction process, including oversight of deliverables and delivering findings to clients.
• Apply technical and transaction knowledge and judgement across areas of financial due diligence, including earnings quality, working capital, cash flow, and risk identification.
• Manage competing priorities across engagements by exercising thoughtful prioritization, stepping into detailed execution when needed, and ensuring deadlines and quality standards are met.
• Develop and mentor engagement team members by providing clear direction, feedback, and coaching to support technical growth, professional judgment,…