Managing Director Investment Banking (lower middle market) - DAL
Prospect Rock Partners, Dallas, TX, United States
ABOUT THE FIRM
Our client is a leading boutique investment bank focused exclusively on advising family-owned and privately held middle‑market businesses. With offices in Denver, Chicago, New York, and Dallas, the firm provides capital raising and M&A advisory services and consistently competes with top‑tier boutiques. Their culture emphasizes excellence, accountability, and true collaboration.
THE OPPORTUNITY The firm is seeking a Managing Director to join its high‑performing middle market team. This is an opportunity to operate in an entrepreneurial environment with attractive compensation and meaningful impact. The firm is committed to creating value for its people, clients, and communities—offering a culture where initiative is valued and contributions matter.
This role is ideal for senior bankers who excel at originating business, leading client relationships, executing transactions, and mentoring talent.
Preferred Sector Expertise:
ESOP, Healthcare, or Technology (Software, Industrial Tech) Also Considered:
Industrials, Transportation & Logistics, Consumer, Business Services, Aerospace & Defense
QUALIFICATIONS
Significant middle market M&A and/or capital advisory experience
Established client relationships and a strong professional network
Proven track record of originating and closing transactions
10+ years of investment banking experience with strong references
Demonstrated leadership in fast‑paced, entrepreneurial environments
High integrity, professionalism, and work ethic
Bachelor's degree required; advanced degree preferred
RESPONSIBILITIES
Lead business development efforts with a target of $3M+ in annual fee generation
Leverage and expand your network to generate deal flow aligned with firm strategy
Manage transactions end‑to‑end, from pitch through closing
Build and maintain long‑term client relationships, serving as a strategic advisor
Translate complex financial concepts for senior stakeholders
Mentor junior team members and contribute to team development
Represent the firm in the market and support broader strategic initiatives
LOCATION REQUIREMENT Candidates must be based in or relocate to one of the firm's office locations within two weeks of joining. This is an in‑office role (four days per week); remote work is not supported.
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THE OPPORTUNITY The firm is seeking a Managing Director to join its high‑performing middle market team. This is an opportunity to operate in an entrepreneurial environment with attractive compensation and meaningful impact. The firm is committed to creating value for its people, clients, and communities—offering a culture where initiative is valued and contributions matter.
This role is ideal for senior bankers who excel at originating business, leading client relationships, executing transactions, and mentoring talent.
Preferred Sector Expertise:
ESOP, Healthcare, or Technology (Software, Industrial Tech) Also Considered:
Industrials, Transportation & Logistics, Consumer, Business Services, Aerospace & Defense
QUALIFICATIONS
Significant middle market M&A and/or capital advisory experience
Established client relationships and a strong professional network
Proven track record of originating and closing transactions
10+ years of investment banking experience with strong references
Demonstrated leadership in fast‑paced, entrepreneurial environments
High integrity, professionalism, and work ethic
Bachelor's degree required; advanced degree preferred
RESPONSIBILITIES
Lead business development efforts with a target of $3M+ in annual fee generation
Leverage and expand your network to generate deal flow aligned with firm strategy
Manage transactions end‑to‑end, from pitch through closing
Build and maintain long‑term client relationships, serving as a strategic advisor
Translate complex financial concepts for senior stakeholders
Mentor junior team members and contribute to team development
Represent the firm in the market and support broader strategic initiatives
LOCATION REQUIREMENT Candidates must be based in or relocate to one of the firm's office locations within two weeks of joining. This is an in‑office role (four days per week); remote work is not supported.
#J-18808-Ljbffr