Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A)
Portage Point Partners
New York, NY / Atlanta, GA / Boston, MA / Chicago, IL / Dallas, TX / Houston, TX / Los Angeles, CA / Nashville, TN / Palm Beach, FL / Tampa, FL / Philadelphia, PAAmerica – Investment Banking /Investment Banking /HybridAt 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 // Technology 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 // Technology 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. ResponsibilitiesLead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transitionSell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyersReview and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&LsCreate and present client deliverablesNegotiate, document and assist in transaction executionLead internal trainings and best practice sharingLead business development and client relationship effortsSupport talent acquisition and firm-building initiativesContribute to a high-performing, inclusive and values-driven cultureQualificationsBachelor’s degree from a top undergraduate programLocated in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or PhiladelphiaInvested 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 experienceMaintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employmentExperience with privately held and sponsor-backed businessesCommanding knowledge of current market terms and trendsExpertise 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 providersDemonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lendersSuperior written and verbal communication skills, including executive-ready presentation and reporting skillsProven ability to thrive in lean, fast-moving teamsHigh attention to detail, responsiveness and ownership mindsetTrack record of success in high-pressure, client-facing environments$1,200,000 - $3,000,000 a yearIn 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 FINRASIPCWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$400k
..., CAAmerica - Investment Banking /Investment Banking... ..., interim management and investment... ...software, technology and tech services on M&A, debt and equity... ..., §363 sales, acquisition and Debtor-in-... ...services, including mergers and... ...Associates to Managing Directors) to execute...SuggestedInterim roleWork at officeLocal areaRelocation- ...lower leading middle-market investment bank, is dedicated to serving... ...The firm provides strategic M&A advisory, capital raising,... ...execution. As the firm's Technology practice continues to expand... ...is seeking an experienced Managing Director to help grow its technology...Suggested
- ...Managing Director, Investment Banking About the Company A registered broker-dealer seeking entrepreneurial bankers for M&A and capital raises. Industry Capital Markets Type Privately Held About the Role The Company is seeking an Investment Banking...SuggestedBank staff
- WHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about... ...Who We’re Looking For We’re seeking Managing Directors in the Dallas area to join our... ...POSSESS Proven experience in middle market M&A and/or capital advisory with strong...SuggestedWork at officeRemote work
- ...Vice President, Mergers & Acquisitions (M&A) & Transformation About the Company... ...financial services technology (FinTech) company Industry... ...Transformation to lead and manage the full spectrum of M&A processes... ..., material minority investments, and divestitures. The...Suggested
- Prospect Rock Partners is seeking a Managing Director to grow its Technology Investment Banking practice in the United States, focusing on software, tech-enabled services, IT services, cybersecurity, and related sectors. You will originate mandates, manage client relationships...
- ...Managing Director About the Company Ambitious private equity... ...software business acquisitions Industry Internet... ...Information Technology & Services Software... ...technology software investment mergers and acquisitions m&a and vertical market...
- ...Managing Director, M&A Advisory About the Company A full-service financial advisory... ...advisory platform, which integrates investment banking, private capital, and valuation... ...values strategic guidance in mergers and acquisitions, capital markets, and special situations...Remote work
- ...Intelligence, risk management, big data,... ...Engineering M&A IntegrationThe... ...corporate strategy, technology execution,... ...help ensure acquisitions are integrated... ...mitigation plans, investment needs, and... ...workstreams for mergers, acquisitions,... ...investment bank, financial institution...
$145k - $225k
...is a leading global investment bank recognized for delivering... ...solutions across mergers and acquisitions, capital solutions,... ..., boards of directors, special committees,... ...us the No. 1 global M&A fairness opinion advisor... ..., among other asset managers, and we advise them...Full timeWork at officeWorldwide$160k - $200k
...is a leading global investment bank recognized for delivering... ...solutions across mergers and acquisitions, capital solutions,... ..., boards of directors, special committees,... ...us the No. 1 global M&A fairness opinion advisor... ..., among other asset managers, and we advise them...Full timeWork at officeWorldwide$180k - $200k
...is a leading global investment bank recognized for delivering... ...solutions across mergers and acquisitions, capital solutions,... ..., boards of directors, special committees,... ...us the No. 1 global M&A fairness opinion advisor... ...on overall project management execution and acting...Full timeWorldwide$160k - $210k
...leading global investment bank recognized for delivering... ...across mergers and acquisitions, capital solutions... ..., boards of directors, special committees... ...the No. 1 global M&A fairness opinion... ...industries: technology, business services... ...achievability of management’s budget, operational...Full timeWork at officeWorldwide$120k - $200k
...leading global investment bank recognized for delivering... ...across mergers and acquisitions, capital solutions... ..., boards of directors, special committees... ...the No. 1 global M&A fairness opinion... ...to senior management results and key... ...at using latest technology to enhance the effectiveness...Full timeWorldwideFlexible hours- ...President, Corporate Development and Mergers and Acquisitions About the Company Prominent provider... ...for developing and executing a robust M&A strategy that is in line with the... ...as strong leadership and stakeholder management skills. Financial and operational oversight...
- ...reinvention, M&A and integration... ...with strategy, technology, operations,... ...an Associate Director, you will lead... ...talent, and change management.Ensure... ...margin bridges, investment priorities, and... ...partnerships, acquisitions, divestitures,... ...leading post-merger integration, growth...Full timeLive inWork at officeLocal area
- ...Principal Project Manager Are you ready to shape... ...and high-impact M&A transactions across multiple energy technologies and helping grow strategic... ...financing for our Mergers & Acquisitions (M&A) Advisory Services... ...associated with potential investments, synthesize key...Contract workWork at office3 days per week
- ...Managing Director, Enterprise Architecture, Data & AI Governance About the Company Top-tier accounting &... ...recruiting solutions renewable energy technology transaction advisory and investment banking About the Role The Company is in search of...
- ...will be based in Dallas, TX. Managing Director, Sponsor & Direct Coverage... ...and public companies, investment banks, and private equity firms,... ...Private Credit, Capital Markets, Technology Finance/ARR, ABL, AR... ...intelligence on sponsor activity, M&A trends, and competitive...Full timeTemporary workPart timeWork experience placementWork at officeFlexible hours
- ...partnerships, and investment activities.The Manager, New Market Entry &... ...partnerships, joint ventures, acquisitions, and other... ..., Development, Technology, Supply Chain, and... ...I FP&A, Investment Banks, Consulting Firms,... ..., growth strategy, mergers and acquisitions, partnerships...Hourly payWork experience placement
- ...at the intersection of business and technology. You’ll get to work with an amazing mix... ...mindset doesn’t happen by chance. We invest in training and development in a big... ...Key responsibilities of the Investment Banking Consulting Manager may include:Lead and manage major,...Full timeLive inWork at officeLocal area
- ...at the intersection of business and technology. You’ll get to work with an amazing... ...mindset doesn’t happen by chance. We invest in training and development in a big... ...responsibilities of the Investment Banking Consulting Senior Manager may include:Lead the design, execution...Full timeLive inWork at officeLocal area
- ...Managing Director, Office Of The CFO At Portage Point Partners... ...Management (IM), Investment Banking (IB) and Turnaround &... ...scenarios (M&A, carveouts, operating... ...model transformation, technology implementation, business sales/acquisitions) Build, deploy, and...Interim roleWork at officeRelocation
- ...processes and controls, and risk management and capital and anti-... ...teams comprising business and technology auditors to cover all the... ..., including securities, investment banking, consumer and investment management... ...Committee, the Board of Directors and Risk Committee in...Local area
- ...regulations, and advising management on developing smart control... ...teams comprising business and technology auditors to cover all the... ...functions, including securities, investment banking, consumer and investment... ...Committee, the Board of Directors and Risk Committee in fulfilling...Local area
$250k
...:HLI) is a leading global investment bank recognized for delivering... ...integrated solutions across mergers and acquisitions, capital solutions,... ...clients. Our experience in M&A has earned us consistent recognition... ...presentations, management presentations, and other presentations...Full timeImmediate start$325k
...for clients? We’re looking for an investment banker to:• support the full Unified Global Banking (UGB) Coverage team in... ...our Investment Bank from Wealth Management Americas• create partnerships by... ...increased Firm revenue through M&A Advisory, Equity & Debt capital...Full timeFlexible hours- ...broad portfolio of advanced technologies and integrated systems. With... ...strategic growth and successful acquisitions, the company operates... ...leadership for U.S. subsidiary, managing P&L and serving on Global... ...organizational consolidations, mergers, and multi-unit integrations...Temporary work
$153k - $210k
...consulting rooted in data, technology, and AI, we help clients drive... ...in private equity, investment banking, FP&A, Big 4, and financial... ...generate monthly Board and management reporting packages Train... ...scaled up through a series of acquisitions requires a budget plan, better...Work at officeLocal areaRemote work2 days per week- ...Senior Vice President, Internal Audit, Cloud Technology Audit About the Company Prominent global investment bank Industry Financial Services Type Public... ...Services Security Banking Asset Management Investment Banking Investment Management...
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