Portage Point Partners

Operationally focused advisory and interim management

Managing Director - Investment Banking Mergers & Acquisitions, M&A

Investment BankingConfirmed live in the last 24 hours

Full-timeNo salary listed

About the Job

Requirements

A bachelor's degree from a top undergraduate program is required.
Candidates must be located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach, or Philadelphia.
Candidates must collaborate in the office four days per week and work at client sites as needed.
At least 15 years of middle market investment banking experience is required.
Candidates must maintain Series 79, 63, and 24 FINRA licenses or be able to obtain them within 120 days of employment.
Experience with privately held and sponsor-backed businesses is required.
Commanding knowledge of current market terms and trends is required.
Expertise in project management and client-facing activities is required, including leading client presentations and business development meetings, developing work plans, planning and executing work, supervising teams, and coordinating with internal and external service providers.
Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers, and/or lenders is required.
Superior written and verbal communication skills, including executive-ready presentation and reporting skills, are required.
Ability to thrive in lean, fast-moving teams is required.
High attention to detail, responsiveness, and an ownership mindset are required.
A track record of success in high-pressure, client-facing environments is required.

Responsibilities

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, and due diligence on balance sheets and profit-and-loss statements.
Create and present client deliverables.
Negotiate and document transactions, and assist with transaction execution.
Lead internal trainings and best-practice sharing.
Lead business development and client relationship efforts.
Support talent acquisition and firm-building initiatives.
Contribute to a high-performing, inclusive, and values-driven culture.

Salary Range: 1200000 to 3000000 (Currency: USD) (Pay period: per-year-salary)

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 // M&A role 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 // M&A will report directly to the IB Practice Line Leader and 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

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
Lead internal trainings and best practice sharing
Lead business development and client relationship efforts
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven 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
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
Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
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

About the Company

Portage Point Partners

Operationally focused advisory and interim management

Portage Point Partners provides business advisory and interim management to help companies navigate complexity, transitions, and underperformance. Its team of operators and advisers diagnoses issues, develops practical plans, and leads execution during critical periods across finance, operations, and strategy. They differentiate themselves through hands-on operational execution and real-world leadership, covering performance improvement, transformation, and restructuring while aligning stakeholder interests. The goal is to restore performance and maximize value for owners, creditors, employees, and other stakeholders.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 2016

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