Join Taureau Group as a Managing Director - North Region

Managing Director - North Region will serve as a trusted advisor to business owners and executives in building and realizing growth and value throughout the life cycles of their businesses. This position helps to plan and effectively execute mergers and acquisitions, recapitalizations and sales or financing transactions. The Managing Director - North Region provides guidance at every stage and approaches transactions with creativity, a strong sense of urgency and the collaboration skills needed to bring individuals and teams together to accomplish excellent results, even in challenging situations. 

The primary responsibility of the Managing Director - North Region will be to build relationships and manage M&A projects around the Fox Valley and Green Bay in addition to training and advising staff and managerial administration duties at Taureau Group. 50% of the position will focus on business development and 50% will focus on M&A project leadership. Managing Director - North Region will lead certain key projects, working with Directors, Vice Presidents, Associates and Analysts in the Milwaukee office. Managing Director - North Region will be able to leverage the team and resources of Taureau Group for marketing and business development.

Position has the potential to become a future shareholder in Taureau Group.

 Principal Accountabilities

The duties identified below are the essential functions of the position:

  • Sell and lead full scope engagements
  • Advise business owners and senior executives about business growth and value strategies
  • Build relationships, market services both to internal partners and external clients, and generate assignments for client advisory and transactional work
  • Guide and oversee all aspects of merger, acquisitions, recapitalization, sales and financing transactions, including valuation analysis; financial modeling; due diligence; preparing marketing materials; and identifying, contacting and negotiating with potential buyers, sellers or lenders on behalf of clients
  • Develop financial strategies, deal terms and structures
  • Collaborate with clients’ legal and accounting advisors
  • Team with Taureau Group’s M&A professionals in executing a proven process for closing transactions
  • Support and build the team by delegating responsibility and mentoring associates
  • Engage in ongoing personal development in line with the growth and development strategy


This position will be full time with no conflicts with other employment or consulting. The requirements listed below are representative of the knowledge and skill required. The individual must be able to successfully pass background checks.


  • Bachelor’s degree in Finance, Accounting or Economics or related Business Degree
  • MBA, JD, CPA or Master's degree in finance, accounting or economics
  • Series 79 and 63 Investment Banking securities licenses preferred

Experience Required

10+ years of experience with direct merger and acquisition execution experience in investment banking, corporate development and private equity, legal or accounting settings. Ideally, experience with transactions ranging from $15 million to $250 million in enterprise value.

Knowledge and Skills Required

  • Demonstrated effectiveness in managing day to day aspects of client relationships and projects and business development
  • Excellent communication and writing skills
  • Ability to share ideas/expertise in a collegial environment
  • True team player who enjoys sharing ideas and expertise and operating in a collegial style
  • Entrepreneurial professional who desires to help drive growth to this high-quality firm
  • Proven trusting relationships from advising business owners and senior executives in strategies and transaction
  • Large network of business professionals

Working Conditions

  • Minimal safety hazards with general office working conditions
  • Travel up to 25%; mostly drive travel returning same day
  • Office in Milwaukee and Appleton markets (potential to work from home office)

Leadership Responsibility

This person takes the lead role in directly supervising and coaching Directors, Vice Presidents, Associates, Analysts and Administrative Professionals on their team.

To be considered for this position, please apply here.


This position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description. The Firm reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate.

Position descriptions assist the Firm in assuring the hiring process is administered fairly and qualified candidates are selected. They are essential to effective performance management and compensation systems.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the team member or others or which would impose undue hardship on the Firm. Position descriptions are not intended as and do not create employment contracts. The Firm maintains its status as an at-will employer and employment separations can occur for any reason not prohibited by law.