Capital Advisory

Portage Point Partners•Boston, MA

8d•Hybrid

About The Position

Portage Point Partners is hiring a Managing Director for its Investment Banking Capital Advisory team. The firm provides middle-market clients with integrated services across the business lifecycle, and its Investment Banking team advises on mergers and acquisitions, capital raises, restructurings and special situations. The Capital Advisory Managing Director will be the fourth senior member of the growing team and will help expand the firm’s capital solutions and Investment Banking practice. Reporting directly to the Head of Investment Banking, the Managing Director will develop new and existing client relationships and lead complex capital-raising engagements, including leveraged buyouts, acquisition financings, refinancings, recapitalizations, growth capital and liquidity financings. The role also involves overseeing engagement quality, leading initiatives and workstreams, and working closely with senior leaders. The position is based in or requires relocation to one of the listed cities, with collaboration in the office four days per week.

Requirements

Bachelor’s degree from a top undergraduate program.
Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia.
Willingness to collaborate in the office four days per week.
15+ years of investment banking and/or lending experience, focused on capital raising for transactions such as leveraged buyouts, acquisitions, refinancings, recapitalizations, growth and liquidity financings, or secondaries and continuation vehicles; middle-market focus is preferred.
Track record of successfully executing debt, equity or hybrid financings through changing market conditions and cycles, advising privately held and sponsor-backed businesses.
Commanding knowledge of current market terms and trends, with deep relationships across commercial banks, private and public debt funds, and equity capital providers.
Maintains Series 79 and 63 FINRA licenses, or must obtain them within 120 days of employment.
Expertise in project management and client-facing work, including leading presentations and business development meetings, developing work plans, supervising teams, and coordinating internal and external service providers.
Direct experience in client and engagement development, negotiating and selling, and leading engagement teams, with demonstrated ability to consistently develop new business across corporate relationships, private equity sponsors, lenders and lawyers.
Superior written and verbal communication skills, including executive-ready presentation and reporting skills.
Proven ability to thrive in lean, fast-moving teams.
High attention to detail, responsiveness and ownership mindset.
Track record of success in high-pressure, client-facing environments.

Nice To Haves

Middle-market focus in capital-raising experience.

Responsibilities

Lead execution of deliverable workflows with the Portage Point team, from Associates through Managing Directors.
Oversee preparation of financial models, company marketing materials and client presentations.
Manage investors throughout the capital-raising process, including overseeing their diligence.
Direct research and analysis in support of thematic publications and new business generation.
Maintain expert knowledge of credit quality and valuation drivers, credit agreement mechanics, investment documentation, market dynamics, and debt and equity investor landscapes.
Coach and mentor junior team members.
Lead internal training and best-practice sharing.
Lead business development and client relationship efforts.
Lead talent acquisition and firm-building initiatives.
Contribute to a high-performing, inclusive and values-driven culture.