Investment Banking Director/MD, M&A (Lower Middle Market)

ABOUT THE FIRM

Our client is a leading boutique investment bank focused exclusively on advising family-owned and privately held middle‑market businesses. With offices in Denver, Chicago, New York, and Dallas, the firm provides capital raising and M&A advisory services and consistently competes with top‑tier boutiques. Their culture emphasizes excellence, accountability, and true collaboration.

THE OPPORTUNITY

The firm is seeking a Managing Director to join its high‑performing middle market team. This is an opportunity to operate in an entrepreneurial environment with attractive compensation and meaningful impact. The firm is committed to creating value for its people, clients, and communities—offering a culture where initiative is valued and contributions matter.

This role is ideal for senior bankers who excel at originating business, leading client relationships, executing transactions, and mentoring talent.

Preferred Sector Expertise: ESOP, Healthcare, or Technology (Software, Industrial Tech)
Also Considered: Industrials, Transportation & Logistics, Consumer, Business Services, Aerospace & Defense

QUALIFICATIONS

• Significant middle market M&A and/or capital advisory experience
• Established client relationships and a strong professional network
• Proven track record of originating and closing transactions
• 10+ years of investment banking experience with strong references
• Demonstrated leadership in fast‑paced, entrepreneurial environments
• High integrity, professionalism, and work ethic
• Bachelor's degree required; advanced degree preferred

RESPONSIBILITIES

• Lead business development efforts with a target of $3M+ in annual fee generation
• Leverage and expand your network to generate deal flow aligned with firm strategy
• Manage transactions end‑to‑end, from pitch through closing
• Build and maintain long‑term client relationships, serving as a strategic advisor
• Translate complex financial concepts for senior stakeholders
• Mentor junior team members and contribute to team development
• Represent the firm in the market and support broader strategic initiatives

LOCATION REQUIREMENT

Candidates must be based in or relocate to one of the firm's office locations within two weeks of joining. This is an in‑office role (four days per week); remote work is not supported.