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

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. Our cross‑functional platform spans the full business lifecycle and offers clients integrated solutions across Transaction Advisory Services, Valuations, Transaction Execution Services, Office of the CFO, Performance Improvement, Interim Management, Investment Banking and Turnaround & Restructuring Services.

The IB team advises on Mergers & Acquisitions, 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 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.

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

$1,200,000 - $3,000,000 a year

In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good‑faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good‑faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC