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Vice President, Investment Banking // Consumer Mergers & Acquisitions (M&A)

Portage Point Partners·See all Portage Point Partners jobs on Jobr

Posted 2 months ago

OfficeChicago / Dallas / Los Angeles / New York / PhiladelphiaEX400k - 600k USD
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
 
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. 
 
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. 
### 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
    • ### Qualifications
  • 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 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
  • 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
    • Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC

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    Job details
    Workplace
    Office
    Location
    Chicago / Dallas / Los Angeles / New York / Philadelphia
    Experience
    EX
    Salary
    400k - 600k USD
    per year
    Portage Point Partners logo
    Portage Point Partners
    View company page

    Portage Point Partners is a business advisory, interim management, investment banking and turnaround and restructuring firm focused on the middle market.

    WebsiteLinkedIn
    Employees
    209
    Industry
    Business Consulting and Services
    Headquarters
    Chicago, Illinois
    Founded
    2016
    Company location
    Chicago, Illinois
    Specialties
    Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Performance Improvement, Interim Management, Investment Banking, Operational Turnaround, Financial Restructuring, and Valuations

    Key team members

    Tosh Dhanalal

    Tosh Dhanalal

    Ryan Senter

    Ryan Senter

    Todd Cassidy

    Todd Cassidy

    Barclay Stanton

    Barclay Stanton

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