Portage Point Partners · 5 months ago
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)
United States
Full-time
Remote
Director/Executive
$1,200K/yr - $3,000K/yr
15+ years expPortage Point Partners is a rapidly growing consultancy recognized for its excellence and impact in the investment banking sector. The Managing Director, Investment Banking // Business Services M&A will lead business development efforts, manage client relationships, and oversee complex engagements, ensuring high-quality deliverables for middle market clients. This role offers a unique opportunity to shape the M&A practice and contribute to a high-performing culture.
ConsultingFinancial ServicesVenture Capital
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
Lead talent acquisition and firm-building initiatives
Contribute to creating a high-performing and inclusive culture
Qualification
Required
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 Business Services 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 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
Strong executive presence and communication 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
Company
Portage Point Partners
Portage Point is an interim management, advisory and investment firm.
51-200 employees
H1B Sponsorship
Portage Point Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
New Mountain Capital
2024-10-02Private Equity
Leadership Team
Matthew Ray
Founder & Chief Executive Officer
Adam Pollak
Managing Director | Head of Advisory
Recent News
bloomberglaw.com
2026-01-22
2026-01-09
2025-12-02
Company data provided by crunchbase