Managing Director, M&A, Industrial Services

Texas Capital Bank•Dallas, TX

13d

About The Position

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Responsibilities : Work with the investment banking team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation, and transition Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders, and lawyers Review, analyze, and diligence client financial statements and projections, financial modeling, and accounting Create and present client deliverables Negotiate, document, and assist in transaction execution Provide professional development coaching to junior team members Share and manage best practices as well as lead internal trainings where required Lead business development efforts while maintaining strong relationships with existing clients Support talent acquisition and firm development efforts Contribute to creating a high-performing and inclusive culture Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers

Requirements

15+ years of M&A Investment Banking Industrial Services experience (or equivalent experience)
Experience with privately held and sponsor-backed businesses
Commanding knowledge of current market terms and trends
Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers, and / or lenders
Ability to successfully work in a small, collaborative team environment
High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers, and line workers
Advanced knowledge of accounting and finance
Extensive operational financial modeling and valuation experience
Hands-on M&A experience
Effectively communicates analysis through Microsoft Word, Excel, Outlook, and PowerPoint including high-quality messaging, structure, and formatting
Eagerness to be responsive at all times
Proven track-record of success in high pressure, time-constrained environments
Excellent written and verbal communication skills including strong e-mail etiquette
Top-tier organizational skills and attention to detail
Self-starter and entrepreneurial spirit

Nice To Haves

Transaction experience in relevant industry verticals is a plus

Responsibilities

Work with the investment banking team to lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation, and transition
Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders, and lawyers
Review, analyze, and diligence client financial statements and projections, financial modeling, and accounting
Create and present client deliverables
Negotiate, document, and assist in transaction execution
Provide professional development coaching to junior team members
Share and manage best practices as well as lead internal trainings where required
Lead business development efforts while maintaining strong relationships with existing clients
Support talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture
Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers