Career Path Of A Managing Director At Qualia Legacy Advisors

My main responsibilities involve one of two things. We either sell companies, focused on the entertainment industry, or we raise capital for those companies.

These responsibilities include landing a client. This means getting a client to trust us with the sale of their company, which is often the most important transaction of their professional lives.

Most of the companies we deal with are family or founder-owned. We also raise capital, usually to help these companies grow.

Then there's what's called running a process. This means preparing all necessary marketing materials, such as private placement memorandums, marketing decks, financial models, and teasers.

We then send these materials out to investors. We have relationships with both strategic investors, who are in the business, and financial investors, typically private equity firms, family offices, or sometimes high-net-worth individuals.

We contact these firms individually, not through mass emails. We reach out to those we know and seek warm introductions. We look for entities interested in investing.

Ideally, we have more than one interested party so we can create competition, hold an auction, and secure the best price. Our goal is then to negotiate and close the deal.

The work is transaction and deal-oriented. Generally, you're working on five or six deals simultaneously, and they typically turn over every year.