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.
- ...TN / Tampa, FLAmerica - Investment Banking /Investment Banking /HybridAt... ...(PI), Interim Management (IM), Investment Banking... ...).The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings... ...and clients. The Managing Director, IB // Business Services...SuggestedInterim roleWork at officeRelocation
$300k
...leading middle-market investment bank with decades of... ...The firm provides mergers & acquisitions, capital markets, restructuring... ..., Industrials, Technology, Utilities and... ...hiring experienced Managing Directors with deep industry... ...or more in annual M&A advisory fees....SuggestedFull time$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$300k
...relationship-oriented bank for the modern... ...and manage risk.CIBC U.S.... ...Middle Market Investment Banking advises... ...companies on mergers and acquisitions, private debt... ...million.As Managing Director, you will help... ...and execute M&A and financing... ...Software and Technology. Collaborating...SuggestedFull time$213k
...a leading corporate and investment bank offering capital markets... ...dynamic industries. The Managing Director, Food & Beverage Investment... ...execution, and closing of M&A transactions, capital raises... ...solutions, including mergers and acquisitions, underwriting, restructuring...SuggestedFull timeWork experience placementWork at officeRemote workFlexible hours$250k - $350k
Job Summary:The Managing Director, BDO Capital Advisors advises clients through mergers and acquisitions, and strategic solutions that complement their vision. This role is... ...(10) or more years of experience at an investment bank or similar corporate finance vertical, requiredExperience...ApprenticeshipWork at officeRemote workWeekend workAfternoon shift- ...Managing Director, Investment Banking About the Company Leading middle-market M&A advisory platform investing in growth and hiring senior bankers. Industry Capital Markets Type Privately Held About the Role The Company is seeking a Managing Director...
- ...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...Bank staff
- ...product, sector-focused investment bank and financial... ...advise clients on mergers & acquisitions, capital raising,... ...partner closely with management teams, private... ...As a Managing Director within the Technology & Business Services... ...execution of complex M&A and capital markets...Immediate startFlexible hours
- ...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
$80k
...dynamic team serving and investing in growth-focused business-to-business technology companies. Our... ...diligence relating to mergers, acquisitions, capital raises, and... ...We provide investment banking and related services... ...First Analysis Capital Management LLC, an SEC-registered...Work at office- As a Executive Director in our Small Cap Investment Banking Coverage team, you will assume a pivotal leadership role... ...Banking products including M&A, Equity, Debt, and other advisory services... ...Consumer and/or Business Services.Manage and coordinate client requests, deal...
$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$300k - $400k
...CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).... ...with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s...Interim roleWork at officeLocal areaRelocation$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$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... ...disclosuresSponsor-driven management reportingLender...Full timeApprenticeshipWork at officeWorldwide$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$275k - $343.7k
...West Monroe is seeking a M&A Transaction Services (... ...Advisor to join our Technology & Experience (TechEx)... ...advisor, the Advisor shapes investment decisions by assessing... ...clients through acquisitions, divestitures, carve-outs... ..., AI strategy, post-merger integration, and...Work at officeLocal areaImmediate startFlexible hours2 days per week- ...Vice President of Mergers & Acquisitions About the Company Nationally... ...execution of the organization's M&A strategy. The successful... ...experience in healthcare M&A, investment banking, corporate development,... ...lifecycle and the ability to manage multiple deals...Work from home
- ...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
$175k
...Global Partnership.Support investment banking activities including new... ...value debt and equity for mergers, acquisitions and capital raising transactions... ...experience covering technology/software (or PE equivalent... ...with little noticeAbility to manage expectations of senior...Temporary workSummer workSummer internship$130k - $160k
...financial and enterprise technology. Our team focuses on... ...of private company investing. The role requires a strong... ...company senior management teams and co-investors... ...corporate strategy, evaluate M&A opportunities, assess... ...in Investment Banking, Consulting, Corporate...Temporary workFlexible hours- ...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
- ...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
- ...Managing Director, Office Of The CFOAt Portage Point Partners... ...Management (IM), Investment Banking (IB) and Turnaround &... ...transaction scenarios (M&A, carveouts, operating... ...model transformation, technology implementation, business sales/acquisitions)Build, deploy, and maintain...Interim roleWork at officeRelocation
- ...a strategic and forward-thinking Managing Director, Cyber & Technology Risk to lead a growing portfolio focused... ..., assessment, and evolution of the Bank's cyber and technology risk posture... ...culture. Drives top talent acquisition and retention, developing organizational...Part timeLocal areaImmediate start
$130k - $160k
...side, this individual manages the M&A transaction process,... ...also support strategic investment opportunities under... ...finance, investment banking, private equity and FP... ...the identification of acquisition targets and... ...team and the Board of Directors.Leads transaction negotiations...Full time$100k - $160k
...data science, and information technology to solve our clients’ most... ...a diverse group of people. Investing in our people and local... ...Job Description As a Manager , you will work alongside... .../capital management ~ Merger and acquisition management and support...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$70k - $154k
...Huntington corporate office. The SeniorCommercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex... ...maintaining an extensive level of knowledge of corporate banking, investment banking, and commercial banking solutions, in addition to...Full timeRemote workWork from homeFlexible hours$200k
...leveraged buyouts (LBOs), mergers and acquisitions, dividend... ...acquisitions as well as Investment Grade / sub investment... ...Also provides ongoing management of the lending portfolio... ....Balances the Bank's risk appetite with... ...mergers and acquisitions (M&A financings), dividend...Full timeContract workPart timeLocal area
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