Managing Director Investment Banking

Overview

A leading middle-market advisory platform is seeking a Managing Director to join its Investment Banking team. This individual will play a critical role in originating and executing M&A transactions while driving strategic growth across the platform.

This is a senior leadership position suited to an entrepreneurial, commercially driven professional with a strong track record in transaction execution and business development.

Key Responsibilities

• Lead and execute buy-side and sell-side M&A transactions, including oversight of financial and commercial due diligence processes
• Drive business development efforts, cultivating relationships with corporates, private equity sponsors, and debt providers
• Originate new mandates through an established network and targeted outreach strategies
• Analyze financial performance, including quality of earnings, working capital, and key transaction risks
• Provide strategic guidance to clients throughout the transaction lifecycle, including negotiation support
• Identify pre- and post-transaction value creation opportunities
• Collaborate with internal stakeholders to support go-to-market initiatives

Leadership & Team Oversight

• Lead deal teams across multiple engagements, ensuring timely and high-quality execution
• Mentor and develop junior bankers (VPs, Associates, Analysts)
• Serve as the primary client contact, managing relationships and deliverables throughout the deal lifecycle
• Oversee preparation and delivery of diligence reports and transaction materials

Requirements

• Bachelor’s degree in Finance, Accounting, or related field (MBA preferred)
• 10+ years of experience in investment banking or corporate finance
• Proven experience within a middle-market or boutique advisory platform
• Demonstrated success in originating and executing transactions
• Experience managing and leading deal teams

Credentials

• FINRA Series 7, 63 or 79 are required

Skillset

• Strong financial modeling and analytical capabilities
• Excellent communication and client-facing skills
• Ability to operate in a fast-paced, deal-driven environment
• Commercial mindset with a focus on revenue generation
• High attention to detail and ability to manage multiple concurrent transactions