Portage Point Partners
Managing Director, Investment Banking / Mergers & Acquisitions (M&A)
Portage Point Partners, Atlanta, Georgia, United States, 30349
Overview
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting 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. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), 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.
Managing Director, IB // M&A The Managing Director, IB // M&A role 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 // M&A will report directly to the IB Practice Line Leader and 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
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
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
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
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
The compensation: $1,200,000 - $3,000,000 a year.
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA/SIPC.
#J-18808-Ljbffr
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting 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. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), 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.
Managing Director, IB // M&A The Managing Director, IB // M&A role 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 // M&A will report directly to the IB Practice Line Leader and 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
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
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
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
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
The compensation: $1,200,000 - $3,000,000 a year.
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA/SIPC.
#J-18808-Ljbffr