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

United States
Investment Banking /
Investment Banking /
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 financial restructuring (TRS). 

Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket 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 Director, IB // M&A role at Portage Point Partners offers an ideal opportunity for candidates to work closely with the Managing Director & Head of Industrials to manage the day-to-day execution of transactions and business development initiatives. Portage Point’s small transaction team structure creates a strong platform for Directors to assume high levels of responsibility and client exposure on transformative transactions in the middle market. As a Director, IB // M&A you will work on a variety of transactions including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. The role represents a unique opportunity for a highly capable professional to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment. 


    • Work with the Portage Point team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market clients
    • Manage and execute live transactions, assisting with new business development and client relationships, with a particular focus on working closely with Associates and Vice Presidents on day-to-day team deliverables
    • Oversee financial and valuation analysis, resolving complex financial and accounting issues, performing industry and competitive analysis and preparing client presentation materials
    • Create client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors
    • Identify and contact targeted investors interested in a potential transaction and managing investor proposal solicitation
    • Assist in the structuring and negotiation of transactions
    • Oversee and manage client and investor due diligence
    • Aid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction  
    • 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


    • Bachelor’s degree from a top undergraduate program
    • Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
    • Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed
    • 10 plus years of work experience in investment banking and / or a relevant field or MBA degree with at least six years of investment banking experience
    • 4 plus years of experience with industrials deals
    • Strong financial modeling skills and an excellent grasp of corporate finance and financial valuations including DCF, LBO, merger modeling, trading and transaction comparables
    • Experience with due-diligence and transaction execution processes
    • Experience preparing and maintaining industry / company presentations and benchmarking materials and other related process documents
    • Commitment to develop personal network and relationships and uncover and sell new opportunities and engagements
    • Experience supervising other professionals and acting in a manner that serves to motivate, inspire and develop
    • Series 79 and 63 FINRA licenses or ability to obtain within 120 days of employment
    • Ability to successfully work in a small, collaborative team environment
    • High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
    • Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
    • Eagerness to be responsive at all times
    • Proven track-record of success in high pressure, time-constrained environments
    • Excellent written and verbal communication skills including strong e-mail etiquette
    • Top-tier organizational skills and attention to detail
    • Self-starter and entrepreneurial spirit
$600,000 - $800,000 a year
The City of New York and the State of California require Portage Point to provide compensation information for this role. This range represents the anticipated minimum and maximum base + bonus for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.

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