Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)

Responsibilities

• Work with the Portage Point team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
• Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
• Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
• Create and present client deliverables
• Negotiate, document and assist in transaction execution
• Provide coaching and mentorship to junior team members
• Lead or support internal trainings and best practice sharing
• Lead business development and client relationship efforts
• Lead talent acquisition and firm-building initiatives
• Contribute to creating a high-performing and inclusive culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
• Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
• 15 plus years of middle market investment banking experience
• Established book of business in the Business Services sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
• Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
• Experience with privately held and sponsor-backed businesses
• Commanding knowledge of current market terms and trends
• Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
• Superior written and verbal communication skills, including executive-ready presentation and reporting skills
• Proven ability to thrive in lean, fast-moving teams…