Mergers and Acquisitions (M&A)

Portage Point Partners•Dallas, TX

7d•Hybrid

About The Position

Portage Point Partners is a business advisory, interim management, and investment banking firm focused on the middle market. Our team leverages extensive experience in consulting, operations, finance, accounting, investment banking, and investing to provide comprehensive transactional, operational, and financial perspectives. The firm's integrated platform offers capabilities across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB), operational turnaround, and financial restructuring (TRS). Recognized for its rapid growth, Portage Point Partners is consistently ranked by Inc. 5000, The Financial Times, and Consulting Magazine. The IB team advises founders, entrepreneurs, financial sponsors, and investors in software, technology, and tech services on M&A, debt and equity capital transactions, recapitalizations, restructurings, §363 sales, acquisition and Debtor-in-Possession (DIP) financings, and liability management. The Vice President, Tech IB // M&A role is designed for candidates with technology sector expertise to support the execution and delivery of transactions for middle-market clients. This role offers exposure to various investment banking services, including M&A, growth equity, private placements of debt and equity securities, and other financial advisory services. It provides an opportunity for a capable professional with a strong tech sector foundation to contribute to firm growth in a fast-paced, entrepreneurial environment.

Requirements

Bachelor’s degree from a top undergraduate program
Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
Willing to go into the local Portage Point office four days a week
Willing to work at 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, with direct experience advising technology, software or tech services companies strongly preferred
Genuine interest in and knowledge of the tech sector including emerging trends across software, tech services and AI
Strong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables, with fluency in tech-specific valuation frameworks (e.g. revenue and ARR based valuation, SaaS unit economics, retention metrics)
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, tech founders, private equity and growth 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 Technology IB team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market technology clients primarily on domestic and cross-border M&A transactions
Play an integral role on Technology IB deal teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, growth equity, 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 within the tech ecosystem, including origination and relationship-building with founders, financial sponsors and strategic acquirors, while maintaining strong relationships with existing clients
Maintain current knowledge of tech sector trends, financing activity and public and private market valuation benchmarks across various subsectors in software, tech and tech services
Support talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture