Title: Investment Banking Managing Director
Location: Chicago, New York
About the Firm
We're partnering with a nationally recognized, middle‑market corporate finance advisory firm with a strong reputation for guiding privately held businesses through critical ownership transitions. With offices across key U.S. regions, the firm is known for its collaborative culture, analytical rigor, and commitment to helping business owners achieve both financial and strategic goals.
The firm provides a broad suite of advisory services-including M&A, capital raising, ESOP advisory, valuations, and fairness opinions-across a diverse set of industries. Its approach is relationship‑driven, employee‑focused, and grounded in long‑term partnership with clients.
Job Summary This senior leadership opportunity is ideal for a seasoned banker who brings deep experience advising founder‑owned and privately held middle‑market businesses. The Managing Director will lead deal origination and execution, expand client relationships, guide strategic initiatives, and help develop the next generation of talent inside the firm.
The role is well suited for a professional who thrives in a collaborative environment, embraces a hands‑on leadership style, and is motivated by meaningful client impact. Sector expertise in technology or adjacent verticals is valuable but not required; what matters most is a strong track record in middle‑market advisory and a relationship‑driven approach.
Key Responsibilities
Lead end‑to‑end transaction execution across M&A, capital advisory, and other strategic engagements
Originate new client relationships through established networks and thoughtful business development strategies
Serve as a trusted advisor to business owners, boards, and senior leadership teams
Collaborate with senior leadership to shape practice growth and firm‑wide initiatives
Mentor, coach, and develop junior bankers and analysts
Contribute to market thought leadership and internal knowledge‑building
Requirements
Extensive experience advising privately held and founder‑led companies within the middle market
Proven network with business owners, private equity groups, attorneys, accountants, and other referral sources
Demonstrated success managing full transaction lifecycles— from pitch through closing
Strong client‑facing skills with the ability to articulate complex financial ideas clearly and credibly
Prior leadership experience and a commitment to developing emerging talent
Qualifications
Minimum 10 years of investment banking, corporate finance advisory, or related experience
Bachelor's degree required; advanced degree or relevant certification (e.g., CFA, ASA, MBA) preferred
Recognized for professionalism, integrity, and a commitment to high‑quality work
Team‑oriented mindset with a passion for growth, innovation, and long‑term client relationships
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The firm provides a broad suite of advisory services-including M&A, capital raising, ESOP advisory, valuations, and fairness opinions-across a diverse set of industries. Its approach is relationship‑driven, employee‑focused, and grounded in long‑term partnership with clients.
Job Summary This senior leadership opportunity is ideal for a seasoned banker who brings deep experience advising founder‑owned and privately held middle‑market businesses. The Managing Director will lead deal origination and execution, expand client relationships, guide strategic initiatives, and help develop the next generation of talent inside the firm.
The role is well suited for a professional who thrives in a collaborative environment, embraces a hands‑on leadership style, and is motivated by meaningful client impact. Sector expertise in technology or adjacent verticals is valuable but not required; what matters most is a strong track record in middle‑market advisory and a relationship‑driven approach.
Key Responsibilities
Lead end‑to‑end transaction execution across M&A, capital advisory, and other strategic engagements
Originate new client relationships through established networks and thoughtful business development strategies
Serve as a trusted advisor to business owners, boards, and senior leadership teams
Collaborate with senior leadership to shape practice growth and firm‑wide initiatives
Mentor, coach, and develop junior bankers and analysts
Contribute to market thought leadership and internal knowledge‑building
Requirements
Extensive experience advising privately held and founder‑led companies within the middle market
Proven network with business owners, private equity groups, attorneys, accountants, and other referral sources
Demonstrated success managing full transaction lifecycles— from pitch through closing
Strong client‑facing skills with the ability to articulate complex financial ideas clearly and credibly
Prior leadership experience and a commitment to developing emerging talent
Qualifications
Minimum 10 years of investment banking, corporate finance advisory, or related experience
Bachelor's degree required; advanced degree or relevant certification (e.g., CFA, ASA, MBA) preferred
Recognized for professionalism, integrity, and a commitment to high‑quality work
Team‑oriented mindset with a passion for growth, innovation, and long‑term client relationships
#J-18808-Ljbffr