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

Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and restructuring (TRS). 

Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket talent committed to delivering impactful solutions.

The IB team advises owners, entrepreneurs and investors on M&A, debt and equity capital transactions, recapitalizations, restructurings, §363 sales, acquisition and Debtor-in-Possession (DIP) financings and liability management. Intensely focused on the middle market, our team delivers bespoke solutions and unique perspectives to every client. Our talent structure ensures clients receive top-level support throughout the entirety of the transaction and affords junior talent the opportunity to work directly alongside firm stakeholders.

The Managing Director, IB // M&A role offers an opportunity for the ideal candidate to leverage the firm's rapidly expanding platform to establish an M&A practice servicing middle market companies. This is a business development and client delivery leadership position that will make substantial contributions to overall firm growth. Ultimately, the Managing Director, IB // M&A will focus on developing new and existing client relationships, leading challenging and complex engagements within a collaborative team environment as well as ensuring all aspects of engagements are delivered with the highest quality standards and impact. 

• 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 professional development coaching to junior team members
• Share and manage best practices as well as lead internal trainings where required
• Lead business development efforts while maintaining strong relationships with existing clients
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

• Bachelor’s degree from a top undergraduate program
• Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
• Invested in a team-based culture that involves 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
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
• Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Excellent written and verbal communication skills including strong e-mail etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC