Posted 16 months ago

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

Los AngelesHybridFull-time

AI Summary

A Managing Director in Investment Banking (Business Services M&A) leads client relationships, transaction execution, and business development for middle-market M&A engagements, reporting directly to the IB Practice Line Leader.

About this role

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

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.

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

Qualifications

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

Skills

Business DevelopmentClient PresentationsDue DiligenceFinancial ModelingFINRA Series 24FINRA Series 63FINRA Series 79Middle Market M&AProject ManagementTransaction Execution