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Portage Point Partners · 5 months ago

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

United States

Full-time

Remote

Director/Executive

$1,200K/yr - $3,000K/yr

15+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence in investment banking and advisory services. The Managing Director, IB // M&A role involves leading business development efforts, managing client relationships, and ensuring high-quality deliverables in Mergers & Acquisitions transactions.

ConsultingFinancial ServicesVenture Capital

H1B Sponsor Likely

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

Qualification

Investment Banking experienceFINRA licenses Series 79FINRA licenses 63FINRA licenses 24Business developmentProject managementClient relationship managementFinancial modelingCommunication skillsTeam collaborationAttention to detail

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

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

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.

Founded in 2016

Chicago, Illinois, USA

51-200 employees

https://portagepointpartners.com

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)