Managing Director - Advisory & Capital Markets
Managing Director - Advisory & Capital Markets
Overview
A growing middle market Investment Banking platform is seeking to add several Managing Directors to its Capital Markets & Advisory team. The group advises public and private companies across a broad range of strategic and capital raising initiatives, providing clients with integrated advisory, debt capital markets, and equity capital markets solutions.
The ideal candidate is a polished, entrepreneurial investment banker with a strong reputation in the middle market, an established client network, and the ability to originate and execute both advisory and capital markets transactions. The team is seeking high-performing individuals who can contribute immediately while helping drive the continued growth of the platform.
Key Responsibilities
Originate and execute sell-side M&A, buy-side M&A, capital raising, and strategic advisory engagements.
Advise clients on debt and equity financing solutions, including private placements, syndicated financings, structured capital solutions, and other capital markets transactions.
Develop and maintain relationships with middle market corporations, private equity firms, family offices, and institutional investors.
Partner with Corporate Banking and other internal teams to identify opportunities and deliver comprehensive client solutions.
Lead all phases of transaction execution, including marketing, structuring, due diligence, negotiations, and closing.
Prepare and deliver client presentations, pitch materials, and transaction-related documentation.
Negotiate transaction terms and manage client communications throughout the deal process.
Mentor and develop junior bankers while helping build and strengthen the overall franchise.
Participate in industry conferences, networking events, and business development initiatives.
Ensure compliance with all firm and regulatory requirements.
Industry Coverage
The team is industry agnostic but has a particular interest in candidates with experience covering:
- Consumer
- Industrials
- Power & Energy
- Technology
- FinTech
Qualifications
- Managing Director or senior Director level investment banking professional with a demonstrated track record of originating and executing transactions.
- Experience leading M&A advisory, debt capital markets, equity capital markets, or broader corporate finance engagements.
- Strong network of corporate relationships and proven business development capabilities.
- Experience managing complex transactions and multiple client engagements simultaneously.
- Ability to operate independently while collaborating across product and industry teams.
- Strong financial, analytical, presentation, and negotiation skills.
- Excellent communication and client management abilities.
- Proven leadership experience and commitment to mentoring junior professionals.
Preferred Licenses
- Series 7
- Series 79
- Series 63
- SIE
Compensation
- Unique Opportunity to join a growing platform with white space.
- Quarterly all cash discretionary pay.
- Significant upside tied to business generation and transaction revenue.
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