- Manage all aspects of a client engagement
- Preparing and reviewing detailed reports and performing complex analyses related to cash flows, quality of earnings and assets, working capital, potential liabilities and risks, and the impact of findings on purchase price considerations
- Advising clients on how to maximize opportunities and mitigate risks in mergers and acquisitions, including providing recommendations related to deal structure alternatives
- Reviewing work prepared by engagement team members and providing clear, constructive feedback
- Adhere to the highest degree of professional standards and strict client confidentiality
- Manage and contribute to multiple engagements of varying size and complexity, providing due diligence and consulting services to business owners, private equity groups, search funds, and family offices
- Support business development efforts by building and maintaining relationships with current and prospective clients, identifying market opportunities, and effectively communicating Boulay’s value proposition
- Train, mentor, and coach less experienced staff
- Contribute to the continued development and use of best practices within the Transaction Group, including policies, processes, and tools
Project ManagementAccountingInterpersonal skills+1 more