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

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    {
      "text": "Responsibilities",
      "content": "\n<li>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</li>\n<li>Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers</li>\n<li>Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&amp;Ls</li>\n<li>Create and present client deliverables</li>\n<li>Negotiate, document and assist in transaction execution</li>\n<li>Provide coaching and mentorship to junior team members</li>\n<li>Lead or support internal trainings and best practice sharing</li>\n<li>Lead business development and client relationship efforts</li>\n<li>Lead talent acquisition and firm-building initiatives</li>\n<li>Contribute to creating a high-performing and inclusive culture</li>\n"
    },
    {
      "text": "Qualifications",
      "content": "\n<li>Bachelor’s degree from a top undergraduate program</li>\n<li>Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia</li>\n<li>Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed&nbsp;</li>\n<li>15 plus years of middle market investment banking experience</li>\n<li>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</li>\n<li>Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment</li>\n<li>Experience with privately held and sponsor-backed businesses</li>\n<li>Commanding knowledge of current market terms and trends</li>\n<li>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</li>\n<li>Superior written and verbal communication skills, including executive-ready presentation and reporting skills</li>\n<li>Proven ability to thrive in lean, fast-moving teams</li>\n<li>High attention to detail, responsiveness and ownership mindset</li>\n<li>Track record of success in high-pressure, client-facing environments</li>\n"
    }
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