Senior Director
Indexed description
OneSearch Group has partnered with an established Miami-based financial advisory firm with deep coverage across Latin America and the Caribbean to identify a Senior Director to lead origination and business development. The firm advises corporations, private equity sponsors, family-owned businesses, and institutional investors on cross-border M&A, capital raising, and complex situations across a broad range of industries active in the region.
The Senior Director will play a central role in the firm's continued growth, with a primary mandate to originate new client engagements by activating an established network of corporates, private equity sponsors, family offices, family-owned businesses, institutional investors, and lenders active in the region. This is a senior, partner-track opportunity for a seasoned dealmaker who thrives in an entrepreneurial, senior-led boutique environment and is committed to delivering high-quality, hands-on advisory work.
Key Responsibilities:
- Drive origination of new advisory mandates across the firm's service lines — including M&A, capital raising, and complex situations advisory — by leveraging existing relationships with corporates, private equity sponsors, family offices, family-owned businesses, lenders, and institutional investors throughout Latin America and the Caribbean.
- Build and execute a deliberate coverage plan across priority sectors, geographies, and counterparties, with a clear, measurable pipeline of mandate opportunities.
- Cultivate and deepen long-term, trust-based relationships with C-suite executives, board members, controlling shareholders, sponsors, creditors, and senior counterparts at leading legal, accounting, and financial institutions.
- Represent the firm externally at industry conferences, sector forums, and senior-level events, raising the firm's visibility and brand across target markets.
- Serve as a senior point of contact on cross-border M&A engagements for both investors evaluating opportunities in the region and regional companies seeking foreign capital, leveraging the firm's regional networks and execution experience.
- Counsel clients on positioning, valuation, deal structuring, and post-transaction integration strategy.
- Lead pitch development, proposal strategy, and engagement structuring, including positioning, scope, and economics.
- Originate and lead engagements in restructuring, turnaround, and special situations on behalf of creditors, sponsors, and family owners.
- Maintain active senior coverage of global capital providers — including financial sponsors, family offices, institutional investors, strategic acquirers, and lenders across the capital stack — and match capital providers with client needs across both equity and debt mandates.
- Lead clients through the full capital sourcing process, from sales strategy through due diligence and negotiations at closing.
- Mentor and develop Vice Presidents, Associates, and Analysts; participate in senior and junior talent recruiting.
- Help shape the firm's thought leadership and external positioning across the region.
Qualifications:
- 15–20 years of progressive experience in investment banking, corporate finance, transaction advisory, or private equity, with a meaningful portion focused on Latin America and/or the Caribbean.
- Demonstrable track record of originating and closing cross-border M&A and/or capital markets transactions in the region.
- Established, active relationships with corporates, financial sponsors, family offices, institutional investors, lenders, and senior advisors across multiple jurisdictions in the region.
- Deep understanding of regional operating environments, regulatory frameworks, and deal cultures, with sensitivity to the dynamics of family-owned and closely held businesses.
- Bachelor's degree in Finance, Economics, Accounting, or a related field required; MBA, CFA, or equivalent advanced credential preferred.
- Full professional fluency in English and Spanish required; Portuguese strongly preferred given regional engagement profile.
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