TripleTree, Managing Director, Mergers & Acquisitions jobs in United States
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Capital One · 1 day ago

TripleTree, Managing Director, Mergers & Acquisitions

TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. The Managing Director role leads mergers and acquisitions, business partnerships, and corporate strategy work with clients, focusing on identifying market opportunities and driving M&A strategy.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Meaningfully contribute to business and market development
Craft client/deal strategies and manage execution throughout deal lifecycle
Manage transactions end-to-end, monitoring progress and supporting your TripleTree deal teams to achieve successful outcomes
Negotiate successful close for assigned deals independently or with limited support
Lead teams in completing and publishing thought leadership and leverage junior staff as key learning and development opportunity
Play a key leadership role in attracting, interviewing, mentoring, developing, and retaining top talent
Stay abreast of new developments within assigned healthcare sectors by monitoring the activities of potential buyers, including regular direct briefings with key management to have first person knowledge of their acquisition strategies and criteria
Track relevant M&A activity within the industry
Assess the market, identify opportunities and collaborate to secure high value business
Collaboration & team skills; with a focus on cross-group collaboration

Qualification

Mergers & AcquisitionsInvestment BankingFinancial ModelingHealthcare Industry ExperienceNegotiation SkillsAnalytic SkillsFINRA LicensesLeadership SkillsStrategic ThinkingCommunication SkillsCollaboration SkillsMentoring SkillsTeam Skills

Required

Bachelor's degree or Military Experience
At least 10 years of investment banking experience including Mergers & Acquisitions

Preferred

Bachelor's degree in finance, accounting, or economics
Experience in financial modeling, constructing LOIs, purchase agreements and legal documents
Experience in healthcare services and healthcare technology industries
FINRA Licenses - 63,79, SIE

Benefits

Comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Company

Capital One

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Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.

Funding

Current Stage
Public Company
Total Funding
$5.45B
Key Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M

Leadership Team

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Lo Li
CTO, Managing Vice President Retail Bank
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Daniel Arellano
Senior Vice President, Business Cards and Payments
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Company data provided by crunchbase