Palmstone Capital · 3 months ago
Managing Director / Co-Founder
United States
Full-time
Remote
Lead/Staff, Director/Executive
3+ years expPalmstone Capital is a private international holding and investment group that seeks a Managing Director / Co-Founder to build and lead an investment-banking or capital-advisory firm. The role involves engaging with warm leads, converting interest into paid mandates, and scaling the firm with full operational backing from Palmstone Group.
Investment Banking
Responsibilities
Engage with warm leads (founders and CEOs who’ve already expressed interest)
Lead discovery and qualification calls, understand funding or M&A needs, and guide clients through our advisory process
Convert qualified opportunities into signed engagement mandates
Oversee client relationships and transaction execution, supported by you, as well as Palmstone’s analysts and investor-relations systems
Build and manage your own team of originators, analysts, and associates as the firm scales
Collaborate with Palmstone’s investor network across family offices, funds, and strategic buyers
Drive revenue and firm growth with full operational autonomy inside an established platform
Qualification
Required
3–7+ years of experience in investment banking, corporate finance, private equity, or related advisory work
Deep understanding of mid-market deal processes, valuations, investor communications, and client management
Proven commercial ability – comfortable selling complex advisory services and converting interest into signed mandates
Strong leadership and interpersonal skills – can build trust quickly with founders, investors, and internal teams
High professional credibility; articulate, confident, and persuasive
Entrepreneurial and self-driven, structured in execution but motivated by autonomy and ownership
You combine the mindset of a banker with the closing instinct of a dealmaker – focused on results, not hierarchy
You want to build something substantial, not merely manage an existing book
Benefits
Equity stake in the company you build (performance-based vesting)
Engagement and success fees from the mandates you close
Optional profit participation as your division scales
No fixed salary — this is for entrepreneurial operators who want ownership and upside, not employment
Company
Palmstone Capital
Palmstone Capital is a global advisory firm specializing in capital raising, deal origination, and structuring for visionary companies.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase