Managing Director, Investment Banking; Deal Origination

The Post Oak Group is seeking a Managing Director, Investment Banking (Deal Origination) to drive new business development across our Capital Markets and M&A advisory platform. This senior leadership role is responsible for sourcing and securing new client engagements by leveraging established, portable relationships with business owners, founders, and executives across the lower middle market and middle market.

The ideal candidate brings a strong network of decision-makers actively considering liquidity events, strategic alternatives, or capital raises, and can partner closely with our internal business development and execution teams to convert opportunities into signed mandates.

Compensation:
Earnings range $250,000–$500,000+ per year.

As Managing Director, Investment Banking (Deal Origination), you will serve as a senior originator responsible for identifying, cultivating, and converting new client opportunities into advisory engagements.

This role is focused on relationship-driven origination, not execution. You will leverage your network to generate qualified opportunities and work alongside the firm’s business development and execution teams to structure, position, and secure mandates.

Your primary objective is to consistently bring in actionable opportunities from business owners seeking M&A advisory, liquidity solutions, or growth capital.

• Leverage established, portable relationships with business owners, founders, and executives to originate new advisory opportunities
• Identify companies pursuing sale transactions, recapitalizations, or capital raises
• Build and maintain a robust pipeline of lower middle market and middle market opportunities
• Conduct senior-level outreach and relationship development with prospective clients
• Partner with internal business development teams to advance opportunities and secure signed engagements
• Collaborate with execution teams to ensure seamless transition from origination to deal execution
• Advise clients at a high level on strategic alternatives, market positioning, and transaction readiness
• Maintain consistent communication and follow-up with prospective clients to drive conversion
• Track pipeline activity, engagement progress, and relationship development efforts

• Established, portable, and active relationships with business owners and decision-makers in the lower middle market and middle market
• Proven ability to originate and close investment banking or advisory engagements
• Strong understanding of M&A processes, capital raising, and strategic advisory
• Experience in investment banking, corporate development, private equity, or related fields
• Demonstrated ability to generate warm introductions and convert relationships into mandates
• Strong executive presence with the ability to engage founders, CEOs, and boards
• Self-starter with a track record of operating independently in a performance-driven environment
• Ability to collaborate effectively with internal teams to close business

The Post Oak Group delivers institutional-quality capital markets and M&A advisory with boutique-level service and direct senior involvement. We operate in the middle market, advising both high-growth companies seeking institutional capital and profitable businesses pursuing liquidity events.

This role offers a direct impact on firm growth through origination of high-quality engagements, with compensation closely tied to performance and closed transactions.

Job Type: Full-time

Pay: $ - $ per year

Work Location:

Remote