Consumer Mergers & Acquisitions (M&A)

Portage Point Partners•Chicago / Dallas / Los Angeles / New York / Philadelphia, NY

4d•Hybrid

About The Position

The Vice President, IB // Consumer M&A role at Portage Point Partners offers an ideal opportunity for candidates to leverage the firm’s rapidly expanding platform to support the execution and delivery of all workflows necessary to consummate transactions for our middle-market clients. As a Vice President, IB // Consumer M&A you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, leveraged buyouts, private placements of debt and equity securities and other financial advisory services. The role represents a unique opportunity for a highly capable professional to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment.

Requirements

Bachelor’s degree from a top undergraduate program
Located or willing to relocate to Chicago, Dallas, Los Angeles, New York or Philadelphia
Invested in a team-based culture that involves in office four days per week and willing to client sites as needed
Seven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred
Strong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables
Series 79 and 63 licensing preferred or the ability to obtain within 120 days of employment
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
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

Responsibilities

Work with the Portage Point team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market clients primarily on domestic and cross-border M&A transactions
Play an integral role on IB teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, private placements and other financial advisory services for clients
Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation
Create and present internal and external client deliverables
Support the creation of client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors
Aid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction
Provide professional development coaching to junior team members
Share and manage best practices as well as lead internal trainings where required
Support 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