Vice President, Technology Investment Banking​/Mergers and Acquisitions; M&A)

Position: Vice President, Technology Investment Banking // Mergers and Acquisitions (M&A)
New York, NY / Dallas, TX / Chicago, IL / Los Angeles, CAAmerica – Investment Banking /Investment Banking /Hybrid Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market stakeholders.

The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB), operational turnaround and financial restructuring (TRS).

Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket talent committed to delivering impactful solutions.

The IB team advises founders, entrepreneurs, financial sponsors and investors across software, technology and tech services on  M&A, debt and equity capital transactions, recapitalizations, and where applicable, restructurings, §363 sales, acquisition and Debtor-in-Possession (DIP) financings and liability management. Intensely focused on the middle market, our team delivers bespoke solutions and unique perspectives to every client. Our talent structure ensures clients receive top-level support throughout the entirety of the transaction and affords junior talent the opportunity to work directly alongside firm stakeholders.

The Vice President, Tech IB // M&A role offers an ideal opportunity for candidates with technology sector expertise to leverage the firm’s rapidly expanding platform to support the execution and delivery of all workflows necessary to consummate transactions for our middle-market clients. As a Vice President, Technology Investment Banking // M&A at Portage Point, you will work on a variety of transactions across software, technology and tech services that provide exposure to various investment banking services, including mergers and acquisitions, growth equity, private placements of debt and equity securities and other financial advisory services.

The role represents a unique opportunity for a highly capable professional with a strong tech sector foundation to make substantial contributions to overall firm growth in a fast-paced and entrepreneurial environment. Responsibilities Work with the Portage Point Technology IB team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market technology clients primarily on domestic and cross-border M&A transactions

Play an integral role on Technology IB deal teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, growth equity, private placements and other financial advisory services for clients

Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation

Create and present internal and external client deliverables

Support the creation of client marketing materials…