Managing Director, Debt Capital Advisory

Chicago / New York / LA / Houston /
Portage Point Partners /
Investment Banking
Portage Point Partners (“Portage Point”) is business advisory, interim management and financial services firm that partners with stakeholders during periods of complexity, transition and under performance.
 
Portage Point is currently seeking an exceptional, seasoned debt capital advisory Managing Director to establish and lead a debt capital raising platform. Portage Point has significant experience analyzing, managing and successfully executing performance improvement, business transformation, turnaround and restructuring advisory matters as well as related investment banking transactions. The firm is now looking to leverage bulge bracket investment banking expertise to expand and further enhance our ability to deliver creative, customized solutions to middle market clients through capital solutions.
 
Named the 8th Fastest Growing Consultancy in 2020, listed on the Inc 5000 in 2021 and listed on the Financial Times list of The Americas’ Fastest Growing Companies 2022, the firm’s growth will enable unmatched and unfettered career progression. 

This Managing Director – Debt Capital Advisory role offers an opportunity for the ideal candidate to leverage the firm's rapidly expanding platform to work alongside the Head of Investment Banking to build a debt capital markets practice. The role is a business development and client delivery leadership position that represents a unique opportunity for highly capable professionals with a proven track record and relevant network to make substantial contributions to overall firm growth. This is a key role in enabling middle market clients to create a capital structure that allows them to achieve their strategic priorities. Managing Directors focus on developing new and existing client relationships, lead challenging and complex engagements within a small, collaborative team environment as well as ensure all aspects of engagements are delivered with the highest quality standards and impact.

Responsibilities

    • Working with the Portage Point team of Associates to Managing Directors to lead execution of all deliverable workflows
    • Overseeing the preparation of financial models, company marketing materials and client presentations
    • Managing investors throughout capital raise process including overseeing their diligence
    • Managing research and analyses activities in support of thematic publications and new business generation
    • Maintaining 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
    • Partner with Portage Point team members to execute business development strategies

Qualifications

    • Bachelor’s degree from a top university required (Graduate Degree is a plus)
    • 10 + years of capital-raising including leveraged finance, LBO financing and refinancing in the middle market
    • Track record of successfully executing debt, equity or hybrid financings through changing market conditions and cycles
    • Experience with privately held and sponsor-backed businesses
    • Commanding knowledge of current market terms and trends
    • Deep relationships with private and public lending institutions including commercial banks, private and public debt funds and equity capital providers
    • Must have direct experience in client development, engagement development, negotiating / selling and leading engagement teams
    • Expert 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
    • Experience supervising other professionals and acting in a manner that that serves to motivate, inspire and develop
    • Proven leader in the delivery of high-quality work that exceeds client expectations
    • Eagerness to be responsive at all times and act with urgency
    • Commitment to out-perform in high pressure, time-constrained environments
    • Applicable professional certification(s) are preferred

Compensation

    • Highly competitive compensation with quarterly bonus structure, premium health insurance and 401(k) programs