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About the Role

The Managing Director, Capital Advisory role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director would become the fourth senior member of Portage Point's growing Capital Advisory team, a key addition as the IB team scales its IB practice and extends the firm's capital solutions to its clients. The Managing Director will report directly to the Head of Investment Banking and be responsible for developing new and existing client relationships, leading complex capital raising engagements and ensuring every engagement is delivered with the highest quality and impact. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing advisory firm, this is the right role for you.

Responsibilities

Lead execution of all deliverable workflows alongside the Portage Point team, from Associates through Managing Directors
Oversee the preparation of financial models, company marketing materials and client presentations
Manage investors throughout the capital raising process, including overseeing their diligence
Direct research and analysis in support of thematic publications and new business generation
Maintain 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
Provide coaching and mentorship to junior team members
Lead internal trainings and best practice sharing
Lead business development and client relationship efforts
Lead talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture

Requirements

Bachelor’s degree from a top undergraduate program
15+ years of investment banking and/or lending experience, with a focus on raising capital in connection with, among other things, leveraged buyouts, acquisitions, refinancings, recapitalizations, growth and liquidity financings or secondaries and continuation vehicles, in each case, ideally focused on the middle market
Track record of successfully executing debt, equity or hybrid financings through changing market conditions and cycles, with experience advising privately held and sponsor-backed businesses
Commanding knowledge of current market terms and trends, with deep relationships across private and public lending institutions, including commercial banks, private and public debt funds and equity capital providers
Maintains Series 79 and 63 FINRA licenses or must obtain within 120 days of employment
Expert in project management and client-facing activities, including leading client presentations and business development meetings, developing work plans, supervising teams and coordinating with internal and external service providers
Direct experience in client and engagement development, negotiating and selling, and leading engagement teams, with a demonstrated ability to consistently develop new business across a network of corporate relationships, private equity sponsors, lenders and lawyers
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high-pressure, client-facing environments

Skills

Investment banking
Lending
Capital raising
Leveraged buyouts
Acquisition financings
Refinancings
Recapitalizations
Growth capital
Liquidity financings
Secondaries
Continuation vehicles
Middle market focus
Debt financing
Equity financing
Hybrid financings
Market terms and trends
Private lending institutions
Public lending institutions
Commercial banks
Private debt funds
Public debt funds
Equity capital providers
FINRA Series 79
FINRA Series 63
Project management
Client-facing activities
Client presentations
Business development meetings
Work plan development
Team supervision
Coordination with service providers
Client development
Engagement development
Negotiation
Sales
Leading engagement teams
Developing new business
Corporate relationships
Private equity sponsors
Lenders
Lawyers
Written communication
Verbal communication
Executive-ready presentation
Executive-ready reporting
Thriving in lean teams
Thriving in fast-moving teams
Attention to detail
Responsiveness
Ownership mindset
Success in high-pressure environments

Location

Atlanta
Boston
Chicago
Dallas
Houston
Los Angeles
Nashville
New York
Palm Beach
Philadelphia

Work Type

Hybrid (four days per week in office)

Experience Level

15+ years of experience

Education Level

Bachelor’s degree

Salary/Compensations

$1,200,000 - $3,000,000

Benefits

Comprehensive benefits
Equity participation

About the Company

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact.
Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine.
This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes.
Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations.
Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.

Equal Opportunity

In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC