---
title: 'Managing Director, Investment Banking (IB) // Capital Advisory at Portage Point Partners'
canonical: 'https://feeny.ai/job/managing-director-investment-banking-ib-capital-advisory-portage-point-partners-wx0tydq8ff6n'
type: 'job'
last_seen: '2026-10-31'
---

# Managing Director, Investment Banking (IB) // Capital Advisory at Portage Point Partners

- **Company:** Portage Point Partners
- **Location:** New York, NY
- **Compensation:** $1.2M–$3M
- **Work type:** hybrid
- **Posted:** 2026-10-30
- **Last confirmed live:** 2026-10-31
- **Apply:** https://jobs.lever.co/portagepointpartners/0165f4d7-0482-4fea-a07e-d015c88f1a11

## Job description

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by [New Mountain Capital](https://www.newmountaincapital.com/), Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.

The Managing Director, Capital Advisory role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director would become the fourth senior member of Portage Point's growing Capital Advisory team, a key addition as the IB team scales its  IB practice and extends the firm's capital solutions to its clients. The Managing Director will report directly to the Head of Investment Banking and be responsible for developing new and existing client relationships, leading complex capital raising engagements (including leveraged buyouts, acquisition financings, refinancings, recapitalizations, growth capital and liquidity financings) and ensuring every engagement is delivered with the highest quality and impact. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing advisory firm, this is the right role for you.

## Responsibilities

- Lead execution of all deliverable workflows alongside the Portage Point team, from Associates through Managing Directors
- Oversee the preparation of financial models, company marketing materials and client presentations
- Manage investors throughout the capital raising process, including overseeing their diligence
- Direct research and analysis in support of thematic publications and new business generation
- Maintain an expert understanding of the drivers of credit quality and valuation, the mechanics of credit agreements and investment documentation, market dynamics and the landscape of debt and equity investors
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Lead talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture

## Qualifications

- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week
- 15+ years of investment banking and/or lending experience, with a focus on raising capital in connection with, among other things, leveraged buyouts, acquisitions, refinancings, recapitalizations, growth and liquidity financings or secondaries and continuation vehicles, in each case, ideally focused on the middle market
- Track record of successfully executing debt, equity or hybrid financings through changing market conditions and cycles, with experience advising privately held and sponsor-backed businesses
- Commanding knowledge of current market terms and trends, with deep relationships across private and public lending institutions, including commercial banks, private and public debt funds and equity capital providers
- Maintains Series 79 and 63 FINRA licenses or must obtain within 120 days of employment
- Expert in project management and client-facing activities, including leading client presentations and business development meetings, developing work plans, supervising teams and coordinating with internal and external service providers
- Direct experience in client and engagement development, negotiating and selling, and leading engagement teams, with a demonstrated ability to consistently develop new business across a network of corporate relationships, private equity sponsors, lenders and lawyers
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments

Investment Banking Services are offered through Triple P Securities, LLC. Member [FINRA](https://brokercheck.finra.org/)[SIPC](https://www.sipc.org/)

## About Portage Point Partners

## Company Overview
- **One-liner**: A middle market business advisory, interim management, investment banking, and turnaround & restructuring firm that provides integrated solutions across the business and investment lifecycle.
- **Entity Type**: Private (Backed by New Mountain Capital via a growth investment in October 2024)
- **Headquarters**: Chicago, Illinois, USA
- **Founded**: 2016
- **Founders**: Matthew Ray (CEO)

## Core Business
- Primary industry/industries: Business Consulting and Services, Investment Banking, Financial Advisory
- Target customers: Middle market companies, alternative investment managers, corporate clients, and other sophisticated market participants.
- Mission or purpose statement: The firm is "purpose built to deliver blue chip advisory and hands-on execution capabilities to middle market stakeholders" and "rapidly close knowledge gaps and provide actionable insights geared to maximize value at every stage of the business and investment lifecycle."

## Products & Services
For each major offering:
- **Transaction Advisory Services (TAS)**: Provides financial and operational due diligence for buy-side and sell-side transactions, leveraging Big 4 pedigrees without independence conflicts.
- **Valuations (VAL)**: Independent, data-driven valuations for illiquid assets, private companies, complex securities, and intellectual property across the investment lifecycle.
- **Transaction Execution Services (TES)**: Supports transaction execution, synergy identification, value creation initiatives, and integration/divestiture project management.
- **Office of the CFO (OCFO)**: Holistic finance and accounting solutions, including strategic finance, operational/technical accounting support, and controllership transformation.
- **Performance Improvement (PI)**: Operational turnaround and value capture strategies for middle market companies, combining strategy, operations, and implementation.
- **Interim Management (IM)**: Experienced leaders to stabilize, reposition, and grow companies facing transitions, complexity, or underperformance.
- **Investment Banking (IB)**: M&A advisory and capital raising with a focus on the middle market, including sector expertise in Technology, Healthcare, and Industrials.
- **Turnaround & Restructuring Services (TRS)**: Crisis management, operational transformations, and financial restructurings for companies facing urgent challenges.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Received a Private Equity growth investment from **New Mountain Capital** in October 2024 (amount not disclosed). Prior to that, was bootstrapped/private.
- **Notable Investors/Partners**: New Mountain Capital (lead investor in 2024). The firm also highlights deep partnerships with private equity sponsors and corporate clients.
- **Growth Signals**: Significant headcount growth (+38.3% YoY), expanding office footprint (Chicago, New York, Dallas, Houston, Los Angeles, Atlanta, Philadelphia), and a strong hiring pipeline as evidenced by 60+ open positions [linkedin.com/company/portage-point-partners].

## Competitive Advantages
- **Integrated Platform**: Unlike many boutique firms, Portage Point offers a fully integrated "cross-functional platform" combining advisory, interim management, and investment banking under one roof, allowing them to serve clients from "ideation to monetization." [portagepointpartners.com]
- **Blue Chip Pedigree**: The team is comprised of professionals with deep experience from Big 4 accounting firms, bulge bracket banks, elite consulting firms, and the private equity sector, specifically tailored to the needs of the middle market.
- **Founder-Led & Agile**: Founded in 2016, the firm has maintained an entrepreneurial, ownership-minded culture while scaling rapidly, allowing for quicker decision-making and a more hands-on approach than larger firms.
- **Culture of Excellence & Care**: The firm explicitly markets a "Culture of Excellence, Intensity, Pace, Impact & Care" and commitment to developing next-generation leaders through active mentorship. [portagepointpartners.com]

## Strategic Focus
- **Scale & Market Expansion**: Following the New Mountain Capital investment, a key focus is on scaling the platform across all service lines and expanding geographic and sector presence.
- **Talent Development**: Actively recruiting to build a "premier advisory, interim management and investment banking firm," with a strong emphasis on hiring and developing early-career talent (Associates) as well as senior leaders (Directors, Managing Directors) [jobs.lever.co/portagepointpartners].
- **Sector Specialization**: Investing in deep sector expertise, particularly in Healthcare, Industrials, and Technology, to differentiate in the middle market.
- **Lifecycle Coverage**: Continues to strengthen its holistic capabilities to provide a seamless client experience from idea execution through performance improvement and eventual monetization.

## Why Work Here
- **High-Impact Work**: Early and mid-level professionals gain unique exposure across multiple service lines (TAS, IB, TRS, OCFO, PI) and work directly on complex, high-stakes client situations.
- **Accelerated Development**: The firm promises direct mentorship from senior leaders (operators, investors, and bankers) and a performance-driven environment where "initiative is expected and advancement is earned through results." [portagepointpartners.com]
- **Entrepreneurial Culture**: Described as a high-performing, intense, and pace-driven environment where senior professionals operate with an "owner mindset" and have a clear earnings framework tied to performance.
- **Workplace & Locations**: Offices in major US hubs (Chicago, New York, Dallas, Los Angeles, Philadelphia, Atlanta). The firm is likely hybrid/office-first given its client-facing nature, with a strong on-the-ground presence.
- **Culture**: Firm emphasizes "Care" as a core value, alongside excellence and intensity, fostering a supportive environment for career growth.

## Sources
1. [portagepointpartners.com](https://portagepointpartners.com/)
2. [jobs.lever.co/portagepointpartners](https://jobs.lever.co/portagepointpartners)
3. [linkedin.com/company/portage-point-partners](https://www.linkedin.com/company/portage-point-partners)
4. [cbinsights.com](https://www.cbinsights.com/company/portage-point-partners)

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