Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)
Portage Point Partners
New York, NY / Boston, MA / Dallas, TX / Chicago, IL / Los Angeles, CA / Miami, FL / Atlanta, GA / Houston, TX / Palm Beach, FL / Nashville, TN / Tampa, FLAmerica – 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 // Business Services 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 // Business Services M&A will report directly to the IB Practice Line Leader and will 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.ResponsibilitiesWork with the Portage Point team to lead 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 executionProvide coaching and mentorship to junior team membersLead or support internal trainings and best practice sharingLead business development and client relationship effortsLead talent acquisition and firm-building initiativesContribute to creating a high-performing and inclusive 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 experienceEstablished book of business in the Business Services sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lendersMaintains 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 providersSuperior 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.
- ...platform spans the full business lifecycle and... ...Advisory Services (TAS), Transaction... ...Improvement (PI), Interim Management (IM), Investment Banking (IB) and... ...team advises on Mergers & Acquisitions (M&A), capital raises,... ...The Managing Director, IB // Business Services...SuggestedInterim roleWork at officeRelocation
- ...Description Looking for a Managing Director – M&A Investment Banking with 10 years of... ...Middle Market Companies on mergers and acquisitions, private debt, equity... ...Key Responsibilities Business Development & Client Coverage... ...Healthcare (Services, Medical Devices, Life...SuggestedBank staff
$200k
...Consultant | Investment Banking | US, UK & EU... ...entrepreneurial Managing Director to help... ...their Healthcare Services Investment... ...& executing M&A, capital markets... ...Lead client acquisition and deal execution... ...Industrials Mergers &... ...- Finance & Business Management Vice...SuggestedFull time$275k
...for providing client relationship management and investment banking services including strategic advisory services... ...related to buyside and sellside M&A, debt and equity capital raising, designated... ...industrial (“blue collar”) and/or business (“white collar”) services sub-...SuggestedFull timePart timeBank staffShift workDay shift$175k - $215k
...Excellence . Both our client service and culture are second... ...President to join its Investment Banking team, with a focus on the Business Services industry. The... ...responsibility for executing M&A transactions, developing... ...strategy, process management, client communication, and...SuggestedFull timeLocal areaFlexible hours$250k - $350k
Job Summary:The Managing Director, BDO Capital Advisors... ...advises clients through mergers and acquisitions, and strategic... ...responsible for driving business development through... ...by marketing services to both external clients... ...experience at an investment bank or similar...ApprenticeshipWork at officeRemote workWeekend workAfternoon shift- A growing investment banking consultancy in Chicago is seeking a Managing Director for IB // Business Services M&A to lead client relationships and business development. Ideal candidates will have over 15 years in investment banking, a strong business network, and a collaborative...
- ...Managing Director, Investment Banking About the Company Well-established middle-market... ...platform offering M&A and strategic advisory solutions... ...Industry Financial Services Type Privately Held... ...with a strong background in business development, hands-on transaction...Apprenticeship
$265k - $325k
...offers comprehensive investment banking services with access to a... ...network of EY mergers & acquisitions, debt capital markets... ...transactions globally. Managing Director - Healthcare... ...on all aspects of M&A and capital markets... ...AI tools in a business setting, including...Work experience placementSummer holidayWork at officeFlexible hours$160k - $200k
Business Unit:Financial And Valuation... ...Advisory Services OverviewHoulihan... ...global investment bank recognized for... ...solutions across mergers and acquisitions, capital... ...executives, boards of directors, special... ...No. 1 global M&A fairness opinion... ...-driven management reportingLender...Full timeApprenticeshipWork at officeWorldwide$160k - $210k
Business Unit:Financial And Valuation... ...Advisory Services OverviewHoulihan... ...global investment bank recognized for... ...solutions across mergers and acquisitions, capital... ...executives, boards of directors, special... ...No. 1 global M&A fairness opinion... ...of management’s budget, operational...Full timeWork at officeWorldwide$145k - $225k
Business Unit:Financial And Valuation... ...global investment bank recognized for... ...solutions across mergers and acquisitions, capital... ...executives, boards of directors, special... ...No. 1 global M&A fairness opinion... ...range of services, including the... ...other asset managers, and we advise...Full timeWork at officeWorldwide$160k - $200k
Business Unit:Financial And Valuation... ...global investment bank recognized for... ...solutions across mergers and acquisitions, capital... ...executives, boards of directors, special... ...No. 1 global M&A fairness opinion... ...range of services, including the... ...other asset managers, and we advise...Full timeWork at officeWorldwide$250k - $350k
..., Transaction Advisory Services At Portage Point Partners... ...spans the full business lifecycle and offers middle... ...(PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring... ...diligence across Mergers & Acquisitions (M&A) and corporate actions....Interim roleWork at officeRelocation$150k - $200k
...Transaction Advisory Services Palm Tree is a modern M&A value creation firm... ...consulting, and investment banking services. Founded in... ...private equity firms, business operators, and management teams through... ...strategic events such as mergers, acquisitions, divestitures,...Immediate startShift work- ...Managing Director, Investment Banking, Healthcare About the Company Healthcare-focused advisory firm specializing... ...the origination and execution of M&A, capital raising, and strategic... ...identification and pursuit of new business opportunities. The Director/Managing...
$150k - $165k
...most active investment banking firms in the... ...financial advisory services uniquely... ...services include M&A advisory,... ...financings, liability management exercises (... ...support new business development,... ...a Managing Director, on a variety... ...distressed mergers & acquisitions Prepare and analyze...Work at officeRemote workWork from homeFlexible hours$250k
...top-ranked Insurance Investment Banking Group’s team of 33... ...and capital raising services to insurance services... ...experienceMeaningful M&A transaction... ...modeling skillsClient management skillsAbility to build... ...services related to mergers and acquisitions, equity and debt capital...Full time$175k - $225k
Business Unit:Corporate FinanceIndustry... ...global investment bank recognized for... ...solutions across mergers and acquisitions, capital... ...related advisory services for a broad... ...experience in M&A has earned us... ...and wealth management, (iv) broker-... ...comprising a Managing Director, Vice...Full time- ...Description Job Description Investment Banking - M&A Advisory Senior Analyst &... ...including financial, market, and business analysis Prepare and manage marketing materials ,... ...recruitment organization focused on servicing the financial industry. By breaking...Temporary workLocal area
$275k
...independent investment bank and financial... ...sponsors on mergers and acquisitions, capital markets... ...BGL to service clients in 30... ...Investment Banking Director to join the... ...execution and client management Lead day-... ...with business development efforts... ...sell-side M&A experience,...Full timeWork visa$154.5k - $302k
...corporations, law firms, banks and private... ...crises, managing risk and optimizing... ...that serve it. Our services are designed to... ...including merger and acquisitions, due diligence,... ...financial institutions, investment banks,... ...transaction or business process review,...Full timeInterim roleWork at officeFlexible hours$175k
...analyses to support new business development,... ...execution and the delivery of investment banking products and services to clients and prospects... ...value debt and equity for mergers, acquisitions and capital raising... ...little noticeAbility to manage expectations of senior...Temporary workWork experience placementSummer workSummer internship$175k - $225k
...President of Mergers & Acquisitions to lead and execute... ...professional services firm that... ...responsible for managing the full lifecycle of M&A transactions —... ...conducting market and business due diligence,... ...with investment banks, brokers, and... ...Seniority level Director Employment type...Full timeWork at officeRemote work$160k - $215k
..., Transaction Advisory Services Location: Chicago,IL,... ...and tax due diligence, business analytics and technical... ...associated with corporate mergers, divestitures and acquisitions (M&A). We offer a unique... ...variety of industries on an investment banking platform, providing...Flexible hours- ...Managing Director of Human Resources About the Company Recognized investment bank & institutional brokerage firm... ...Industry Financial Services Type... ...strategic initiatives mergers and acquisitions and growth equity... ...a client-facing business. Executive...Work at office
- ...support the Commercial & Investment Bank and partner closely with HR Business Advisors and business... ...Resources, Workforce Strategy, Management Consulting,... ...workforce demand, talent acquisition, career mobility, and employee... ..., markets, securities services and payments....Visa sponsorshipShift work
- ...platform spans the full business lifecycle and... ...Transaction Advisory Services (TAS), Transaction... ...Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround... ...scenarios (M&A, carveouts, operating... ..., business sales/acquisitions) Build, deploy, and...Interim roleWork at officeRelocation
$230k - $260k
...leading real estate investment firms, focused... ...and asset management. AIR is part... ...is seeking a Director, Investments to... ...market lead for acquisition and... .... Lead the Business: Acts like an... ...equity, investment banking, or related transaction... ...products and services including...Full timeTemporary workLocal area- ...Managing Director About the Company Ambitious private... ...in vertical software business acquisitions Industry Internet... ...Technology & Services Software Publishers... ...technology software investment mergers and acquisitions m&a and vertical...
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