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

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 is backed by New Mountain Capital and consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip 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 serving the middle market. 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.

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 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

Qualifications

$1,200,000 - $3,000,000 a year