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

Portage Point Partners

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Atlanta / Boston / Chicago / Dallas / Houston / Los Angeles / Miami / Nashville / New York / Tampa / Palm Beach / Phoenix hybrid Until 8/22/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description
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 // 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 // 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

  • 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
  • Lead internal trainings and best practice sharing
  • Lead business development and client relationship efforts
  • Support talent acquisition and firm-building initiatives
  • Contribute to a high-performing, inclusive and values-driven 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
  • 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 trends
  • Expertise 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
  • Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
  • 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
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC

Compensation (from employer):
1200000–3000000 USD per year

About this role

Summary

Lead M&A transactions, develop client relationships, manage teams, and contribute to firm growth.

Job title

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

Experience level

15+ years

Industry

financial services

Location requirements

Multiple US cities; in-office four days per week, relocation required if outside

Salary

1200000–3000000 USD per year

Management role

Yes

Skills & keywords

Required skills

financial modelingclient relationship managementdeal negotiationproject managementFINRA licenses

Preferred skills

None specified

Specializations

M&Amiddle markettransaction executionclient development
Locations

Structured locations inferred from the posting.

Atlanta, GA, USA

Hybrid City

Boston, MA, USA

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Chicago, IL, USA

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Dallas, TX, USA

Hybrid City

Houston, TX, USA

Hybrid City

Los Angeles, CA, USA

Hybrid City

Miami, FL, USA

Hybrid City

Nashville, TN, USA

Hybrid City

New York, NY, USA

Hybrid City

Tampa, FL, USA

Hybrid City

Palm Beach, FL, USA

Hybrid City

Phoenix, AZ, USA

Hybrid City
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