Managing Director, Investment Banking (IB) // Capital Advisory

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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 . This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), 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.

The Managing Director, Capital Advisory role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director would become the fourth senior member of Portage Point's growing Capital Advisory team, a key addition as the IB team scales its IB practice and extends the firm's capital solutions to its clients. The Managing Director will report directly to the Head of Investment Banking and be responsible for developing new and existing client relationships, leading complex capital raising engagements (including leveraged buyouts, acquisition financings, refinancings, recapitalizations, growth capital and liquidity financings) and ensuring every engagement is delivered with the highest quality and impact. This person 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 advisory firm, this is the right role for you.

Responsibilities

Lead execution of all deliverable workflows alongside the Portage Point team, from Associates through Managing Directors

Oversee the preparation of financial models, company marketing materials and client presentations

Manage investors throughout the capital raising process, including overseeing their diligence

Direct research and analysis in support of thematic publications and new business generation

Maintain an expert understanding of the drivers of credit quality and valuation, the mechanics of credit agreements and investment documentation, market dynamics and the landscape of debt and equity investors

Provide coaching and mentorship to junior team members

Lead internal trainings and best practice sharing

Lead business development and client relationship efforts

Lead 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

15+ years of investment banking and/or lending experience, with a focus on raising capital in connection with, among other things, leveraged buyouts, acquisitions, refinancings, recapitalizations, growth and liquidity financings or secondaries and continuation vehicles, in each case, ideally focused on the middle market

Track record of successfully executing debt, equity or hybrid financings through changing market conditions and cycles, with experience advising privately held and sponsor-backed businesses

Commanding knowledge of current market terms and trends, with deep relationships across private and public lending institutions, including commercial banks, private and public debt funds and equity capital providers

Maintains Series 79 and 63 FINRA licenses or must obtain within 120 days of employment

Expert in project management and client-facing activities, including leading client presentations and business development meetings, developing work plans, supervising teams and coordinating with internal and external service providers

Direct experience in client and engagement development, negotiating and selling, and leading engagement teams, with a demonstrated ability to consistently develop new business across a network of corporate relationships, private equity sponsors, lenders and lawyers

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

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