Director, Investment Banking // Industrials Mergers and 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 financial restructuring (TRS). 
Recognized for accelerated growth, Portage Point is backed by New Mountain Capital and is 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 elite 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 // Industrials M&A role offers an ideal opportunity for candidates to work closely with senior bankers 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 // Industrials 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. 

Responsibilities

• 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, assist 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, resolve complex financial and accounting issues, perform industry and competitive analysis and prepare 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 managing 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 a high-performing and inclusive culture

Qualifications

• Bachelor’s degree from a top undergraduate program 
• Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia 
• Invested in a team-based culture motivated to collaborate 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
• Five plus years of industrials experience 
• Strong financial modeling skills and an excellent grasp of corporate finance and financial valuation methodologies including DCF, LBO, merger modeling, trading and transaction