Managing Director, Investment Banking

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. 5000, The Financial Times and Consulting Magazine. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), 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. 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.
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
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
Bachelors 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
~ Experience with privately held and sponsor-backed businesses
~ 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
~ This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicants qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC.