Managing Director, Investment Banking – Technology Mergers & Acquisitions (M&A)

POSITION DETAILS

Position: Managing Director, Investment Banking – Technology Mergers & Acquisitions (M&A)
Company: Portage Point Partners
Industry: Investment Banking, Corporate Advisory and Technology
Employment Type: Full-time
Work Arrangement: Hybrid
Locations: New York, Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, Palm Beach, Tampa and Philadelphia
Compensation: $1,200,000–$3,000,000 annually (advertised cash compensation range, comprising base salary and bonus, subject to experience, qualifications and location).

ABOUT THE ORGANIZATION – PORTAGE POINT PARTNERS

Portage Point Partners is a rapidly growing business advisory, interim management and investment banking firm focused on serving middle-market companies, private equity sponsors, lenders and management teams.

The organization works with businesses throughout their investment and operational lifecycles, helping them navigate acquisitions, business transitions, financial restructuring, operational improvements and growth initiatives.

Its integrated platform includes Investment Banking, Transaction Advisory Services, Valuations, Transaction Execution Services, Office of the CFO, Performance Improvement, Interim Management, and Turnaround & Restructuring Services.

Portage Point has received a strategic growth investment from New Mountain Capital, supporting its continued expansion, institutional development and ability to deliver integrated advisory services.

The firm's broader strategic objective is to strengthen its position as a leading middle-market advisory platform by combining financial expertise, operational experience, transaction execution and technology-led delivery.

POSITION OVERVIEW

The Managing Director, Investment Banking – Technology M&A is a senior leadership position within Portage Point's Investment Banking practice.

The individual will take responsibility for developing and expanding the firm's technology-focused M&A business, establishing relationships with senior executives and investors, originating transactions, and overseeing complex client engagements.

This is not simply a transaction execution position. It combines commercial leadership, strategic business development, client relationship management and responsibility for delivering successful transactions.

The successful individual will work directly with the Investment Banking Practice Line Leader and other senior leaders, helping strengthen the firm's market presence and expand its technology investment banking capabilities.

KEY RESPONSIBILITIES

Mergers & Acquisitions Leadership: Lead the execution of M&A engagements for middle-market companies undergoing acquisitions, business expansion, transformation and strategic transitions.

Business Development: Identify and develop new business opportunities through relationships with corporate executives, private equity firms, entrepreneurs, lenders and legal professionals.

Strategic Client Advisory: Advise clients on transaction strategies, financial considerations, business objectives and potential transaction outcomes.

Transaction Management: Oversee financial analysis, financial modelling, due diligence, accounting reviews and the preparation of transaction documentation.

Negotiations and Execution: Guide transaction negotiations, coordinate relevant stakeholders and support transactions through completion.

Executive Relationship Management: Build and maintain strong relationships with senior management teams, investors, financial institutions and other key stakeholders.

Team Leadership: Lead internal training, mentor professionals, establish best practices and strengthen the capabilities of the Investment Banking team.

Practice Development: Contribute to the firm's growth strategy, support talent development and help expand its technology-focused advisory business.

Organizational Leadership: Promote a high-performing, collaborative and results-oriented culture while maintaining strong client service standards.

MINIMUM QUALIFICATIONS

Bachelor's degree from a leading undergraduate institution.

At least 15 years of middle-market investment banking experience.

Experience advising privately held and private-equity-backed businesses.

Strong understanding of M&A transactions, financial markets and current transaction structures.

FINRA Series 79, 63 and 24 licenses, or the ability to obtain them within 120 days of employment.

Demonstrated success in business development and establishing senior-level corporate relationships.

Strong financial modelling, due diligence and transaction execution capabilities.

Experience leading client presentations, supervising teams and managing complex engagements.

Excellent written and verbal communication skills.

Ability to operate effectively in a demanding, fast-paced and client-facing environment.

PREFERRED LEADERSHIP PROFILE

The organization is looking for an established senior professional who can combine investment banking expertise with commercial judgment, executive presence and the ability to generate new business.

The successful candidate should be comfortable taking ownership of important client relationships, leading transaction teams, developing strategic opportunities and contributing directly to the continued growth of the firm's Investment Banking practice.

LOCATION AND WORK ARRANGEMENT

The position is available across the following US markets:

New York, NY

Atlanta, GA

Boston, MA

Chicago, IL

Dallas, TX

Houston, TX

Los Angeles, CA

Nashville, TN

Palm Beach, FL

Tampa, FL

Philadelphia, PA

The position operates under a hybrid arrangement, with an expectation of working from the office four days per week. Travel to client locations may also be required depending on engagement needs.

Candidates must be located in or willing to relocate to one of the listed markets.

COMPENSATION AND BENEFITS

The advertised annual cash compensation range is $1,200,000–$3,000,000, representing the expected combined base salary and bonus range.

Final compensation will depend on the successful candidate's experience, qualifications, training and location.

In addition to cash compensation, the firm may offer comprehensive employee benefits and equity participation. These are separate from the advertised cash compensation range.

STRATEGIC IMPORTANCE OF THE POSITION

This appointment offers an opportunity to take on a significant leadership role in an expanding investment banking platform.

Beyond managing transactions, the Managing Director will be expected to help generate new business, strengthen the firm's technology-sector relationships, expand its M&A capabilities and contribute to its longer-term commercial growth.

The position therefore requires someone who can bring together strategic leadership, commercial development, transaction expertise and the ability to build lasting relationships across the technology and investment banking landscape.