Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Portage Point Partners

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. 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 // Consumer, Beauty & Wellness 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, IB // Consumer, Beauty & Wellness 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. Responsibilities 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 Create and present client deliverables Negotiate, document and assist in transaction execution Provide coaching and mentorship to junior team members Lead or support internal trainings and best practice sharing Lead business development and client relationship efforts Support talent acquisition and firm-building initiatives Contribute to creating a high-performing and inclusive 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 Established book of business in the Consumer, Beauty & Wellness 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 Commanding 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 providers 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 #J-18808-Ljbffr Portage Point Partners

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) in Phoenix, NY vacancy
  •  ...Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround &...  ...operational diligence across Mergers & Acquisitions (M&A) and corporate actions....  .... The Managing Director, TAS at Portage Point represents...  ...due diligence, as well as accounting and financial... 
    Suggested
    Interim role
    Work at office
    Relocation

    Portage Point Partners

    Phoenix, NY
    2 days ago
  • $25 - $38.46 per hour

     ...with up to $2M in investable assets. The PCB...  ...their financial wellness by assessing their...  ...Services, Private Bank, Mortgage or Business...  ...accounts (consumer checking, small business...  ...on client acquisition and deepening the...  ...clients; effectively managing internal and... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Baldwinsville, NY
    1 day ago
  • $85k - $90k

     ...facility in Liverpool. We are in need of a strong, caring Executive Director to lead our team. Must meet all licensing requirements...  ...of related experience is preferred. Must be able to work well with peers in a congenial work environment and maintain the... 
    Suggested
    Full time
    Temporary work
    Local area
    Immediate start

    Viva Senior Living

    Liverpool, NY
    2 days ago
  •  ...services span from initial planning and investment, through start-up and operations. Core to...  ..., coordinates all Survey activities, and manages Survey Subcontract and resources if applicable...  ...leave, discretionary bonuses, and a well-designed 401K plan with matching and profit... 
    Suggested
    16 hours
    Full time
    For contractors
    Work experience placement
    For subcontractor
    Work at office
    Local area
    Remote work
    Relocation

    Bechtel Global Corporation

    Clay, NY
    3 days ago
  • Portage Point Partners is looking for a Managing Director to join their Transaction Advisory Services team. This role involves leading financial due diligence for private equity sponsors and corporate clients, overseeing transaction processes, and managing key initiatives... 
    Suggested

    Portage Point Partners

    Phoenix, NY
    1 day ago
  •  ...hospitality, using the latest banking solutions and cutting-...  ...banking solutions, as well as collaborate with...  ..., which may include managing cash devices such as...  ...About the Team Our Consumer & Community Banking...  ...mortgages, auto financing, investment advice, small business... 
    Immediate start
    Afternoon shift

    Chase

    Cicero, NY
    1 day ago
  • $150k

     ...Partner with service, operations, and vendors to ensure equipment reliability, uptime, maintenance protocols, and lifecycle management. Evaluate, test, and approve new coffee equipment and technologies for operational scalability and customer experience.... 
    Weekly pay
    Work at office

    American Food & Vending

    Liverpool, NY
    3 days ago
  • $145.77k - $242.95k

     ...while maintaining strong financial performance, prudent risk management, and regulatory compliance. The role requires deep partnership...  ...experience. - Own portfolio financials, including budgeting, investment prioritization, vendor economics, and ROI evaluation. 10% Cross... 
    Work at office

    Empower Federal Credit Union

    North Syracuse, NY
    4 days ago
  • $167.69k - $218k

     ...Construction, you’ll be part of a team that prioritizes people, invests in their development, and offers unparalleled opportunities for...  ...Project Executive is accountable to the Regional Operations Manager/VP for the financial results and client satisfaction on a large... 
    Full time
    For contractors

    Baker Construction

    Clay, NY
    1 day ago
  •  ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology...  ...with clients about banking solutions, as well as collaborate with and connect them to...  ...branch operations, which may include managing cash devices such as the cash vault, ATM,... 
    Afternoon shift

    Chase

    Cicero, NY
    1 day ago
  •  ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...  ...disability insurance for added peace of mind Employee wellness programs and mental health resources Career... 

    WealthBridge Financial Group

    Liverpool, NY
    2 days ago
  • Principal Category Supplier Manager - Construction Principal Category Supplier Manager in Construction with a focus on large capital construction projects, responsible for commercial and contractual management of construction and development suppliers and leading category... 
    Contract work
    For contractors
    For subcontractor
    Local area

    Micron Technology, Inc

    Clay, NY
    5 days ago
  • $20 - $23.5 per hour

    Canandaigua National Bank Financial Services Representative I Location: Hiring for Downtown...  ...opportunities; communicating with management and staff personnel with respect to sales...  ...volunteer opportunities. Award‑winning wellness program that promotes a solid work/life... 
    Full time
    Part time
    Work at office

    Canandaigua National Bank

    Cicero, NY
    1 day ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in the Town of Salina, New York. In this role, you will engage with clients to understand their financial objectives and provide tailored advice, leveraging your expertise to...

    WealthBridge Financial Group

    Liverpool, NY
    1 day ago
  •  ...Associate Financial Advisor in Cicero, NY. This full-time role involves working alongside a Financial Advisor to provide personalized investing solutions, maintain client relationships, and contribute to the branch's strategic goals. Successful candidates should have at... 
    Full time

    Edward Jones

    Cicero, NY
    3 days ago
  •  ...will engage clients to provide tailored financial advice and solutions, leveraging your expertise in investment opportunities, retirement planning, and wealth management strategies. We value strong analytical skills and excellent communication abilities. Top-tier health... 

    WealthBridge Financial Group

    Liverpool, NY
    5 days ago
  •  ...institution is seeking a Financial Services Representative I. This role involves actively developing customer relationships to enhance the bank's sales and customer service efforts. Responsibilities include soliciting new business, developing sales plans, and providing... 

    Canandaigua National Bank

    Cicero, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A). Be the first to apply!