Debt Advisory Lead

Regions Bank•Charlotte, NC

2d•$271,316 - $316,565

About The Position

At Regions, the Debt Advisory Lead leads and expands the firm’s debt capital advisory platform while managing relationships with private equity sponsors across the middle market. The role drives origination, client coverage, transaction execution, and strategic growth initiatives, and requires deep leveraged finance expertise and a proven record of advising clients on capital structure solutions. The position advises clients on capital structure optimization, refinancing, acquisition financing, recapitalizations, and other credit-related transactions. It develops lender market insights and relationships, originates and executes debt advisory mandates, and provides strategic oversight of lender processes, due diligence, and transaction documentation. The role also develops sponsor relationships and financing opportunities, oversees execution teams, mentors and recruits bankers, and contributes to business planning, revenue forecasting, thought leadership, and platform growth.

Requirements

Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field.
Ten years of experience in investment banking, private credit, leveraged finance, or a related discipline.
Experience leading debt advisory engagements and managing sponsor relationships.
Experience recruiting, mentoring, and developing high-performing teams.
Ability to lead collaboratively.
Excellent client-management skills.
Excellent relationship-building and presentation skills.
Proficiency in financial modeling.
Strong analytical and strategic thinking skills.
Strong business development capabilities.
Strong executive presence.
Strong negotiation skills.
Strong verbal and written communication skills.

Nice To Haves

Experience leading middle-market leveraged finance transactions.
Established network of lender and private equity sponsor relationships.
Chartered Financial Analyst (CFA), Master of Business Administration (MBA), or other relevant credentials.

Responsibilities

Advise clients on capital structure optimization, refinancing, acquisition financing, recapitalizations, and other credit-related transactions.
Develop market insights and strengthen relationships with banks, credit funds, and alternative capital providers.
Lead the debt advisory platform, including origination, structuring, and execution.
Cultivate and grow private equity sponsor relationships, serving as the primary point of contact.
Develop an understanding of sponsor investment theses, fund strategies, portfolio companies, and acquisition needs.
Provide proactive ideas, financing capabilities, and M&A insights to support long-term partnerships.
Originate debt advisory mandates and sponsor-driven M&A or financing opportunities.
Lead pitch development, financial analysis, and client meetings.
Represent the firm at industry conferences and networking events.
Support debt advisory activities for sponsor and corporate clients.
Oversee execution teams delivering financial models, offering materials, lender lists, and process documentation.
Negotiate term sheets, covenants, pricing, and transaction structures with lenders on clients’ behalf.
Provide strategic oversight of lender processes, due diligence, and closing documentation.
Manage and mentor bankers across levels to support skill development and performance.
Recruit talent and build a collaborative, high-performing culture.
Promote collaboration across M&A, industry coverage, and capital markets teams.
Contribute to strategic initiatives to expand debt advisory and sponsor coverage capabilities.
Support development of thought leadership, internal market updates, and product expertise.
Participate in annual planning, budgeting, and revenue forecasting.