Managing Director, Investment Banking

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 Managing Director to join their team. The successful candidate will be responsible for originating and executing lower middle market and middle market M&A transactions, as well as leading equity and debt capital raises for growth-stage and privately held companies. This role requires the development and maintenance of relationships with a diverse range of clients, including business owners, private equity firms, family offices, and institutional investors. The ideal candidate will have a proven track record in deal execution, a strong understanding of financial modeling, valuation, transaction structuring, and capital markets, and an entrepreneurial mindset with the ability to work independently. Applicants for the Investment Banking Managing Director position at the company should have a minimum of 10 years' of investment banking experience, with a focus on M&A and capital raises. A key qualification is a demonstrated ability to originate and close transactions, supported by an established network of business contacts. The role also involves mentoring junior bankers, leading all aspects of transaction execution, and serving as a trusted advisor to clients on strategic financial matters. A proactive approach to business development, including an active referral network and proprietary efforts, is essential. While not mandatory, FINRA licenses (Series 79 and 63) are preferred, or the willingness to obtain them.

Functions

• Finance