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Investment Banking Managing Director (lower middle market)

Prospect Rock Partners · New York, NY · 4 wk ago
On-siteFinanceFull-time

Position Overview

The Managing Director will drive the growth of the Technology Investment Banking practice through business development, client relationship management, and transaction leadership.

Key Responsibilities

  • Develop and execute a business development strategy to expand the Technology practice.

  • Generate a consistent pipeline of new M&A and capital advisory opportunities through proactive outreach, referrals, and industry relationships.

  • Build and maintain trusted relationships with founders, CEOs, shareholders, private equity firms, family offices, and strategic buyers.

  • Represent the firm at industry conferences, networking events, and thought leadership initiatives to enhance the firm's market presence.

  • Collaborate with senior leadership to identify cross-selling opportunities across sectors and service lines.

  • Consistently meet or exceed annual business development and revenue generation objectives.

  • Lead sell-side, buy-side, recapitalization, and capital raising engagements for middle-market technology companies.

  • Serve as the senior client advisor throughout all phases of a transaction.

  • Oversee valuation analysis, marketing materials, negotiations, due diligence, and transaction execution.

  • Cook up internal deal teams while ensuring exceptional client service and execution quality.

  • Mentor, develop, and recruit junior investment banking professionals.

  • Foster a collaborative, high-performance culture focused on client success and professional development.

  • Help shape the strategic direction and continued growth of the Technology practice.

Qualifications

  • 10+ years of investment banking experience with a strong focus on Technology M&A.

  • Demonstrated track record of originating and closing middle-market M&A transactions.

  • Existing network of founders, entrepreneurs, private equity firms, and strategic acquirers within the technology sector.

  • Proven ability to independently source and win new advisory engagements.

  • Strong understanding of software, tech-enabled services, IT services, cybersecurity, digital infrastructure, and related technology markets.

  • Excellent leadership, communication, negotiation, and relationship management skills.

  • Bachelor's degree required; MBA or other advanced degree is a plus.

Preferred Business Development Profile

  • Bring an active network of technology founders, executives, investors, and private equity sponsors.

  • Develop a sustainable pipeline capable of producing multiple new advisory mandates annually.

  • Partner closely with other senior bankers to pursue cross-sector opportunities and maximize firm-wide relationships.

  • Contribute meaningfully to the long-term expansion and market positioning of the Technology practice.

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