Investment Banking Managing Director

About the Role

A rapidly growing middle-market investment banking platform is seeking a relationship-driven Managing Director to originate and lead M&A and capital markets engagements across a variety of industries. This opportunity is ideal for a senior investment banker seeking an entrepreneurial platform with strong execution support, attractive economics, and the flexibility to build and grow their practice with minimal bureaucracy.

Responsibilities

• Originate sell-side M&A, buy-side M&A, and capital raising engagements
• Develop and maintain relationships with CEOs, founders, private equity firms, lenders, attorneys, accountants, and other referral sources
• Lead business development efforts and expand the firm's client network
• Serve as the senior advisor throughout transaction processes
• Manage client relationships from mandate through closing
• Work closely with execution teams to drive successful transaction outcomes
• Collaborate with other senior bankers on cross-selling and referral opportunities
• Contribute to the continued growth of the firm's national investment banking platform

Qualifications

• 10+ years of investment banking, corporate finance, or related advisory experience
• Current or prior Managing Director, Director, Senior Vice President, Partner, or equivalent senior-level experience
• Proven track record of originating M&A, capital markets, or strategic advisory engagements
• Demonstrated history of closing transactions involving companies with $5MM+ EBITDA
• Established network of business owners, executives, private equity sponsors, lenders, attorneys, accountants, and referral partners
• Consistent track record of generating approximately $3MM-$5MM+ in annual fee revenue through originated relationships and mandates
• Demonstrated success developing long-term client relationships and winning new business
• Strong communication, negotiation, and relationship management skills
• Ability to independently lead client engagements and drive business development initiatives
• Industry specialization is welcome but not required