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

PortagepointpartnersNew York🇺🇸United States

Why this role stands out

Step into a high-impact leadership role at Portage Point Partners, where you will leverage a premier, rapidly expanding platform to drive strategic M&A outcomes while collaborating directly with firm leadership. This position is perfect for an ambitious finance expert who thrives in a fast-paced environment and seeks to combine professional autonomy with the resources of a top-tier, award-winning firm. Embrace this opportunity to accelerate your career growth in a flexible hybrid role and apply today to help shape the future of business services investment banking.

Quick overview

SeniorityLeader
Employment typeInvestment Banking
Work modeHybrid
LocationNew York, United States
Due DiligenceFinancial ModelingProject Management

Job description

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // Business Services M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Business Services M&A will report directly to the IB Practice Line Leader and will develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

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
  • High attention to detail, responsiveness and ownership mindset
  • Track record of success in high-pressure, client-facing environments
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC

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