Managing Director, Tech M&A (lower middle market)

Primary Responsibilities

• Originate new sell-side M&A, buy-side advisory, and capital raising engagements.
• Develop and maintain relationships with business owners, CEOs, private equity sponsors, family offices, attorneys, accountants, and other referral sources.
• Build and execute a consistent business development strategy to generate new opportunities.
• Represent Bridgepoint at industry conferences, networking events, and client meetings.
• Lead engagements from initial pitch through closing.
• Advise clients on valuation, transaction strategy, buyer positioning, and negotiation.
• Oversee preparation of marketing materials including teasers, confidential information memorandums (CIMs), management presentations, and financial analyses.
• Manage buyer outreach, due diligence, negotiation, and closing processes.
• Cook up coordination with legal counsel, accountants, lenders, and other advisors throughout the transaction lifecycle.
• Serve as the primary senior advisor to business owners and executive teams.
• Provide strategic guidance on mergers and acquisitions, recapitalizations, ownership transitions, and capital structure alternatives.
• Deliver exceptional client service throughout each engagement.
• Mentor Vice Presidents, Associates, and Analysts.
• Provide guidance on execution quality, client communication, and professional development.
• Help recruit and retain top talent.
• Foster a collaborative, entrepreneurial culture across the firm.

Firm Development

• Contribute to strategic initiatives that strengthen Bridgepoint's market position.
• Develop sector expertise and thought leadership.
• Collaborate with other Managing Directors to cross-sell capabilities across industries and geographies.

Qualifications

• 10–20+ years of investment banking, corporate finance, or transaction advisory experience.
• Demonstrated history of originating middle-market advisory engagements.
• Strong M&A execution experience across sell-side, buy-side, recapitalizations, or capital raises.
• Existing network of business owners, private equity firms, and referral partners.
• Proven ability to manage multiple transactions simultaneously.
• Exceptional communication and client relationship skills.
• Bachelor's degree required; MBA, CPA, CFA, or other advanced credentials are a plus.