Portage Point Partners
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A)
Portage Point Partners, New York, New York, us, 10261
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A)
Join to apply for the Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) role at Portage Point Partners. At Portage Point Partners you shape strategy, influence outcomes, and get rewarded for driving impact. Backed by New Mountain Capital, the firm is recognized for accelerated growth and is consistently featured in top rankings.
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, and due diligence.
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+ 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, and coordinating with other 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.
Compensation $1,200,000 - $3,000,000 a year. In accordance with pay transparency laws in the City of New York and the State of California, this range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience, and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
EEO Statement Investment Banking Services are offered through Triple P Securities, LLC. Member.
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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, and due diligence.
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+ 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, and coordinating with other 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.
Compensation $1,200,000 - $3,000,000 a year. In accordance with pay transparency laws in the City of New York and the State of California, this range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience, and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
EEO Statement Investment Banking Services are offered through Triple P Securities, LLC. Member.
#J-18808-Ljbffr