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

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.

• 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

• 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

• High attention to detail, responsiveness and ownership mindset

• Track record of success in high-pressure, client-facing environments
• 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

• Lead or support internal trainings and best practice sharing

• Contribute to creating a high-performing and inclusive culture