Note: The job is a remote job and is open to candidates in USA. Portage Point Partners is a rapidly growing consultancy recognized for its excellence in delivering integrated solutions across various business lifecycle stages. The Managing Director, Investment Banking // Healthcare M&A will lead business development efforts, manage complex engagements, and ensure high-quality deliverables while fostering client relationships and mentoring junior team members.
Responsibilities
- Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
- Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
- Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
- Create and present client deliverables
- Negotiate, document and assist in transaction execution
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Skills
- Bachelor's degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of middle market investment banking experience
- Established book of business in the Healthcare sector with a demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor-backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- Strong executive presence and communication skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Education Requirements
- Bachelor’s degree from a top undergraduate program
Company Overview
Portage Point is an interim management, advisory and investment firm. It was founded in 2016, and is headquartered in Chicago, Illinois, USA, with a workforce of 201-500 employees. Its website is https://portagepointpartners.com.Company H1B Sponsorship
Portage Point Partners has a track record of offering H1B sponsorships, with 1 in 2026, 3 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.