Family Office M&A Director

Job description

Hall Capital Holdings is a private family office which, at its core, acquires and holds founder‑led operating companies. In addition, we oversee a diversified portfolio spanning operating businesses, private equity, real estate, and public markets. Beyond investments, the office manages the full spectrum of the family's financial life — personal financial planning, treasury, tax coordination, and property oversight. Our culture is built on integrity, hard work, and hands‑on stewardship. We move with the conviction of an owner, not the pace of a fund.

As our acquisition pipeline grows, we are adding a high‑impact generalist to our lean deal team. This is an opportunity to sit at the center of a highly active private investment office and contribute meaningfully across the entire spectrum of an M&A transaction. We are deliberately hands‑on. When we buy a company, we stay involved with its leadership — on strategy, on reporting, and on the operating problems that ultimately determine whether a deal was a good one.

The Opportunity -

The right candidate for this role is someone who thrives in a fast‑moving, multi‑process environment. You will work directly alongside the existing deal team to accelerate deal throughput, sharpen financial diligence, and bring operational discipline to an increasingly active M&A program.

This role is deliberately broad — because we are. On any given week you might be working alongside portfolio company leadership with an operational revamp, fielding calls and performing diligence on opportunities from investment banks in search of our next acquisition, or supporting month‑end close for an existing portfolio company. If you are energized by that variety, you will love it here.

Key Responsibilities -

DEAL SOURCING & DILIGENCE:

Build relationships with investment bankers, brokers, and intermediaries, and over time help us develop proprietary sourcing

Lead initial CIM review and prepare deal memo summaries for team members when needed

Build and maintain acquisition models, financial forecasts, and capital allocation analyses across the portfolio

Coordinate with QofE providers, legal counsel, and management teams throughout due diligence

Keep active diligence processes on track — managing checklists, open items, and workstreams across simultaneous deals

Form an independent recommendation on every opportunity to discuss with other team members — talk the team out of a bad deal, and own the \"why we passed\" memo as seriously as the investment memo

PORTFOLIO COMPANY MANAGEMENT:

Support post‑acquisition integration, including the 100‑day plan and transition of key relationships

Serve as a working partner to portfolio company leadership on budgets, growth initiatives, and solving operating problems

Own portfolio‑level FP&A: budgeting, forecasting, KPI reporting, variance analysis, and monthly and quarterly reporting packages

FAMILY OFFICE:

Work alongside the CFO with month‑end and year‑end close, ad hoc reporting, and coordination with external accountants, auditors, and tax advisors

Leverage AI tools and automation to streamline research, workflows, and transaction support

What This Role Becomes -

We are not filling a seat. As our family office grows towards our ambitious goals, the person in this role has a genuine path to participating in and leading acquisitions with our existing team. We would rather grow someone into that than hire around them.

Required Qualifications:

4+ years of Mergers & Acquisitions experience

Strong accounting and financial modeling skills; comfortable reading and adjusting GAAP financials

Ability to manage multiple workstreams simultaneously without losing accuracy or urgency

Excellent written and verbal communication; able to represent Hall Capital professionally with banks and sellers

High ownership mentality — you see what needs to be done and do it without being asked

Comfortable operating across functions and systems in environments where the answer isn't always clear

Maintains absolute discretion consistent with family office confidentiality expectations

Experience in a family office, lower‑middle‑market PE, independent sponsor environment, or public accounting firm

Familiarity with AI‑powered tools for deal management, research synthesis, or document automation

Exposure to portfolio company operations or post‑acquisition integration

Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA a plus — not required

What You Can Expect:

Opportunity to participate in deal economics on completed transactions, commensurate with contribution and experience

Opportunity for performance‑based bonuses at the operating company level

Direct access to senior leadership and investment decision‑making — no layers, no bureaucracy.

A culture that values ownership, teamwork, candor, and long‑term thinking above all else

401(k), Health care contribution, Paid time off (PTO)

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Worksite address

palm harbor, FL, 34683, US

Who can apply

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