Managing Director, Investment Banking M&A (Lower Middle Market)

ABOUT THE FIRM

Our client is a market-leading boutique investment bank dedicated exclusively to serving family-owned and privately held middle-market companies. The team delivers capital raising and M&A advisory solutions from offices in Denver, Chicago, New York, and Dallas. They've built a reputation for going head-to-head with elite boutiques—and coming out on top. The culture is grounded in excellence, accountability, and genuine collaboration.

THE OPPORTUNITY

Our client is looking for two Managing Directors to join their high-performing middle market investment banking team. This role offers compelling compensation, an entrepreneurial environment, and meaningful work. The firm believes in creating value for its people, clients, and communities through a dynamic, culture-driven workplace where your voice matters. If you thrive on originating new business, leading client engagements, closing deals, and developing talent, this could be the right fit.

Preferred Sector Expertise: ESOP, Healthcare, or Technology (Software, Industrials IT)

Also Considering: Industrials, Transportation & Logistics, Consumer, Business Services, or Aerospace & Defense

NOT THE RIGHT FIT IF...

You believe you're always the smartest person in the room or lead with ego. There's no space for lone wolves here—collaboration, trust, and teamwork are non-negotiable. If you're simply looking to hang a license somewhere, look elsewhere. The firm wants people energized by building something meaningful, committed to personal growth, and driven to continuously improve.

QUALIFICATIONS

• Extensive middle market M&A and/or capital advisory experience with deep client relationships and an established network
• Demonstrated ability to originate and close deals, backed by strong references and a consistent track record
• Reputation for integrity, professionalism, and relentless work ethic, with 10+ years of investment banking experience
• Proven leadership capabilities in fast-paced, entrepreneurial settings
• Team-oriented mindset with a genuine desire to contribute to something lasting
• Bachelor's Degree required; advanced degree preferred

RESPONSIBILITIES

• Drive business development initiatives with a target of $3M+ in annual fee generation across the firm's full suite of investment banking services
• Tap into and continuously grow your network to generate deal flow and launch client engagements aligned with firm strategy
• Oversee transactions from pitch through close across diverse industries, showcasing superior execution, negotiation, and closing abilities
• Cultivate long-term client relationships, providing strategic guidance at critical decision points and translating complex financial information for executive leadership
• Mentor and develop junior team members, represent the firm at industry events, and serve as a trusted advisor helping clients achieve their long-term objectives
• Contribute meaningfully to firm strategy and play an active role in shaping its future

Candidates will need to reside in this office location OR relocate within two weeks of joining the firm. Remote work is not supported; in office four days a week.

Please submit your resume, a summary of relevant completed M&A and capital raising transactions, and your active FINRA licenses.