Partner - Private Advisory
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Key skills for this role
About the Role
Ladd & Co. is seeking an experienced Partner to originate and lead client relationships with ultra-high-net-worth families and institutional investors. The role involves M&A advisory, capital placement, and cross-border structuring.
Key Skills for This Role
Responsibilities
- Originate and lead engagements with UHNW families, single and multi family offices, founder led enterprises, and institutional investors
- Lead client relationships under the firm's brand with full execution support
Requirements
- Managing Director level and above; typically 12 to 20+ years in M&A advisory, capital placement, investment banking, private banking, family office advisory, or related discipline at a credible firm
- Established personal network among UHNW principals, family offices, or senior referral professionals
- Direct senior experience leading transactions, capital placement, or family office advisory at a credible firm
- Self directed, entrepreneurial, and comfortable with variable compensation
- Senior enough to represent the firm at principal level
Full Job Posting
What We're Building
- Ladd & Co. is a private advisory firm advising entrepreneurs, principals, and multi generational families on M&A, capital placement, co investment, international structuring, and complex cross border matters.
- Clients are ultra high net worth families, single and multi family offices, private holding companies, and institutional investors.
- The firm operates from New York, Palm Beach, George Town, London, Zürich, Dubai, Singapore, Hong Kong, and Sydney.
Why We're Hiring
- Senior advisory work sits between bulge bracket banks and boutiques; Ladd & Co. offers a third option with global infrastructure and partner economics.
The Role
- Originate and lead engagements with UHNW families, single and multi family offices, founder led enterprises, and institutional investors in your market and adjacent jurisdictions.
- The firm provides structuring teams, legal coordination, investor network, deal collateral, and senior execution support.
Who We Are Looking For
- Managing Director level and above; typically 12 to 20+ years in M&A advisory, capital placement, investment banking, private banking, family office advisory, or related discipline at a credible firm.
- Established network of business owners, family offices, and referral professionals capable of generating institutional quality engagements.
What we expect
- Established personal network among UHNW principals, family offices, or senior referral professionals (T&E lawyers, accounting firm partners, private bankers, RIAs)
- Direct senior experience leading transactions, capital placement, or family office advisory at a credible firm
- Self directed, entrepreneurial, and comfortable with the rhythm of variable compensation
- Senior enough to represent the firm in any room and at any table
Compensation & Benefits
- Partners are independent contractors compensated through direct participation in advisory fees on engagements they originate.
- Annual earnings target: $500,000 – $2,000,000 per year.
- Specific terms are discussed directly with qualified candidates.
Discretion
- All enquiries are treated in strict confidence.
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