Investment Banking Director - Generalist

Investment Banking Director – Generalist

Location:

Chicago, IL
• Austin, TX
• Sarasota, FL
• Remote (U.S.)

This global middle‑market investment banking firm provides comprehensive financial advisory services, including M&A advisory, capital raising, valuations, financial opinions, and restructuring for private and public companies. The firm maintains offices across North America and serves a wide range of industries, including technology, healthcare, aerospace, consumer markets, manufacturing, energy, financial services, and transportation, among many others.

The firm is seeking a highly driven Investment Banking Director (Generalist) with proven originating capabilities and deep middle‑market relationships. This role is ideal for a seasoned professional who thrives in a dynamic, entrepreneurial environment and can spearhead transaction origination across their industry.

• Source new M&A, capital raising, and advisory opportunities across their industry
• Develop and maintain relationships with business owners, private equity firms, lenders, attorneys, accountants, and other referral partners
• Lead pitch development and present strategic recommendations to prospective clients
• Serve as the primary client point of contact on engagements
• Oversee execution of buy‑side, sell‑side, and capital raise transactions
• Manage communications and negotiations with counter parties, investors, and transaction stakeholders
• Coordinate due diligence, data room management, and deal process workflow

• Guide and review financial modeling, valuation analyses, and strategic assessments
• Oversee junior team members and ensure high‑quality deliverables
• Drive process discipline to ensure timely execution and client satisfaction
• Contribute to strategic initiatives, market positioning, and internal practice growth
• Serve as a mentor and leader within the team, supporting talent development

• 8‑15+ years of investment banking, financial advisory, private equity, or related transactional experience
• Demonstrated track record of deal origination and ability to bring in new engagements
• Strong network within middle‑market business owners, PE firms, lenders, or professional services firms
• Exceptional communication, negotiation, and client‑facing skills
• Ability to manage multiple transactions simultaneously in a fast‑paced environment
• Strong understanding of financial modeling, valuation, capital markets, and deal structuring
• FINRA licensing (Series 7 & 79) preferred or willingness to obtain