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.

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

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.

• 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

• 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

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