Managing Director, Investment Banking Business Services Mergers & Acquisitions (M&A)
Managing Director, Investment Banking Business Services Mergers & Acquisitions (M&A)
L7
Industries
Portfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesInvestment Banking and Securities Intermediation- 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&LsCreate 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
- 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 needed15 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
Level
ManagerL7
Location
Dallas, TX
Occupation
Financial Managers
Industry
Portfolio Management and Investment Advice
Posted
today
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