Managing Director, Tech M&A

Our client a leading lower middle market boutique is seeking an experienced Managing Director to join its growing middle-market advisory platform. The successful candidate will be responsible for originating and executing M&A advisory and capital raising engagements for privately held and family-owned businesses. This individual will leverage an established network of executives private equity firms entrepreneurs and advisors to develop new client relationships while mentoring junior bankers and contributing to the continued growth of the firm.

• Originate new sell-side M&A buy-side advisory and capital raising engagements.
• Develop and maintain relationships with business owners CEOs private equity sponsors family offices attorneys accountants and other referral sources.
• Build and execute a consistent business development strategy to generate new opportunities.
• Represent Bridgepoint at industry conferences networking events and client meetings.

• Lead engagements from initial pitch through closing.
• Advise clients on valuation transaction strategy buyer positioning and negotiation.
• Oversee preparation of marketing materials including teasers confidential information memorandums (CIMs) management presentations and financial analyses.
• Manage buyer outreach due diligence negotiation and closing processes.
• Coordinate with legal counsel accountants lenders and other advisors throughout the transaction lifecycle.

• Serve as the primary senior advisor to business owners and executive teams.
• Provide strategic guidance on mergers and acquisitions recapitalizations ownership transitions and capital structure alternatives.
• Deliver exceptional client service throughout each engagement.

• Mentor Vice Presidents Associates and Analysts.
• Provide guidance on execution quality client communication and professional development.
• Help recruit and retain top talent.
• Foster a collaborative entrepreneurial culture across the firm.

• Contribute to strategic initiatives that strengthen Bridgepoints market position.
• Develop sector expertise and thought leadership.
• Collaborate with other Managing Directors to cross-sell capabilities across industries and geographies.

Bridgepoint has historically targeted Managing Directors with established relationships and transaction experience in sectors such as:

• Technology (Software IT Services Industrial Tech)
• Healthcare
• ESOP Advisory
• Industrials
• Aerospace & Defense
• Transportation & Logistics
• Consumer
• Business Services

• 1020 years of investment banking corporate finance or transaction advisory experience.
• Demonstrated history of originating middle-market advisory engagements.
• Strong M&A execution experience across sell-side buy-side recapitalizations or capital raises.
• Existing network of business owners private equity firms and referral partners.
• Proven ability to manage multiple transactions simultaneously.
• Exceptional communication and client relationship skills.
• Bachelors degree required; MBA CPA CFA or other advanced credentials are a plus.

The ideal candidate is an entrepreneurial banker who has developed a meaningful client network but wants the flexibility and support of a collaborative boutique platform. Successful Managing Directors are expected to combine strong origination capabilities with hands-on transaction leadership while working closely with colleagues across the firms industry practices and office locations. They are relationship-driven execution-oriented and comfortable advising founder-owned and family-owned middle-market businesses through complex strategic transactions.

Comp Structure: $250000 base; incentives paid at close of transactions.

Job can sit in: NYC Dallas Chicago Denver