Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)
Portage Point Partners
United States, New York, New York
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Salary
$120,000 - $300,000 Per Year
Rank
Director
Responsibility
Head of SS/GBS
Scope
Regional
Workplace
Hybrid
Functions
Finance
Reports to
IB Practice Line Leader
Level
0
Travel Max:
0%
Posting Date
01-09-2026
Description
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 // Business Services M&A 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 // Business Services M&A will report directly to the IB Practice Line Leader and will 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.
Key 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 & Requirements
- 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
- 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
Benefits
No information available.
Company Profile
Portage Point Partners
Industry
Business Consulting Services
Revenue
$23.1M
Employees
125
Fortune 500 Rank
NA
Global 500 Rank
NA
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