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.
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...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
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...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$250k
...top-ranked Insurance Investment Banking Group’s team of 33... ...experienceMeaningful M&A transaction experience... ...skillsClient management skillsAbility to build... ...services related to mergers and acquisitions, equity and debt capital... ..., healthcare and technology. Learn more about our...Full time$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- ...:HLI) is a leading global investment bank recognized for delivering... ...integrated solutions across mergers and acquisitions, capital solutions,... ...-end execution of complex M&A transactions, coordinating... ...confidential presentations, and management pitches that articulate clients...
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...Palm Tree is a modern M&A value creation firm... ...consulting, and investment banking services. Founded in... ...business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve... ...data manipulation technologies is a plus. Soft...Immediate startShift work- ...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
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...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 officeRelocation$175k
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...and prioritizing acquisition targets, minority investments, large strategic partnerships... ..., develop, and manage a robust M&A pipeline in close... .... Support post‑merger integration... ...relationships with investment banks, advisors, private... ..., or advanced technology sectors strongly...Temporary workWork at officeLocal area- ...will support the Commercial & Investment Bank and partner closely with HR... ..., Workforce Strategy, Management Consulting, Organization Effectiveness... ...of how emerging technologies, including generative AI and... ..., workforce demand, talent acquisition, career mobility, and employee...Visa sponsorshipShift work
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