Managing Director - Investment Banking

Managing Director - Middle Market M&A Investment Banking

Overview

We are representing a well‑established, middle‑market advisory platform that is expanding its senior leadership team with the addition of a Managing Director. This role is designed for a senior investment banking professional who combines business development, hands‑on transaction execution, and team leadership.

The platform sits at the intersection of investment banking and advisory, offering clients sell‑side and buy‑side M&A support, financial diligence, and strategic advisory solutions. The opportunity is best suited for an entrepreneurial MD who wants meaningful autonomy, consistent deal exposure, and long‑term economic upside.

This is a hands‑on leadership role, not a coverage‑only or origination‑only seat.

Key Responsibilities

• Lead and execute buy‑side and sell‑side M&A engagements, including financial and business due diligence for corporates, private equity sponsors, and debt investors
• Own the full transaction lifecycle, including:
  • Quality of earnings analysis
  • Working capital and cash flow assessments
  • Identification of transaction risks and liabilities
  • Review of transaction documents and support during negotiations
• Drive business development through personal networks, referrals, and internal partnerships, with clear expectations around revenue generation
• Serve as the lead professional on engagements and the primary client point of contact
• Oversee and mentor VPs, Associates, and Analysts using an apprenticeship‑style leadership approach
• Direct diligence meetings and review tailored diligence and advisory deliverables
• Identify pre‑ and post‑close opportunities and help clients refine go‑to‑market and growth strategies
• Collaborate closely with internal stakeholders across advisory, accounting, and tax where appropriate

Ideal Candidate Profile

• 10+ years of experience in investment banking or a comparable corporate finance environment
• Background in middle‑market or boutique investment banking is strongly preferred
• Demonstrated success originating and executing transactions, not purely one or the other
• Deep familiarity with:
  • Financial diligence and QofE
  • Valuation methodologies
  • Working capital mechanics
  • Transaction structuring and negotiations
• Proven experience managing and mentoring junior bankers (VP through Analyst level)
• Comfortable operating in ambiguous, fast‑moving client situations
• Entrepreneurial mindset with a focus on measurable revenue outcomes

Credentials

• Bachelor's degree in Accounting or Finance (required)
• MBA (required)
• FINRA Series 7 and 63 or Series 79 (or actively pursuing licensure)

Additional Details

• Role is in‑office (not remote)
• Travel required for client meetings and events
• Platform offers long‑term economic participation in addition to cash compensation
• Compensation is competitive at the MD level, with base salary and performance‑based upside

Why This Opportunity

This role is particularly attractive for senior bankers who want to:

• Maintain direct involvement in execution, not just oversight
• Build revenue within a stable, scaled platform rather than a start‑up environment
• Leverage strong internal referral channels alongside personal origination
• Participate in long‑term value creation, not just annual bonus cycles