Managing Director - Investment Banking

Managing Director - Middle Market M&A Investment Banking

Overview

We are representing a well‑established, middle‑market advisory platform that is expanding its senior leadership team with the addition of a Managing Director. This role is designed for a senior investment banking professional who combines business development, hands‑on transaction execution, and team leadership.

The platform sits at the intersection of investment banking and advisory, offering clients sell‑side and buy‑side M&A support, financial diligence, and strategic advisory solutions. The opportunity is best suited for an entrepreneurial MD who wants meaningful autonomy, consistent deal exposure, and long‑term economic upside.

This is a hands‑on leadership role, not a coverage‑only or origination‑only seat.

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Key Responsibilities

• Lead and execute buy‑side and sell‑side M&A engagements, including financial and business due diligence for corporates, private equity sponsors, and debt investors
• Own the full transaction lifecycle, including:
  • Quality of earnings analysis
  • Working capital and cash flow assessments
  • Identification of transaction risks and liabilities
  • Review of transaction documents and support during negotiations
• Drive business development through personal networks, referrals, and internal partnerships, with clear expectations around revenue generation
• Serve as the lead professional on engagements and the primary client point of contact
• Oversee and mentor VPs, Associates, and Analysts using an apprenticeship‑style leadership approach
• Direct diligence meetings and review tailored diligence and advisory deliverables
• Identify pre‑ and post‑close opportunities and help clients refine go‑to‑market and growth strategies
• Collaborate closely with internal stakeholders across advisory, accounting, and tax where appropriate

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Ideal Candidate Profile

• 10+ years of experience in investment banking or a comparable corporate finance environment
• Background in middle‑market or boutique investment banking is strongly preferred
• Demonstrated success originating and executing transactions, not purely one or the other
• Deep familiarity with:
  • Financial diligence and QofE
  • Valuation methodologies
  • Working capital mechanics
  • Transaction structuring and negotiations
• Proven experience managing and mentoring junior bankers (VP through Analyst level)
• Comfortable operating in ambiguous, fast‑moving client situations
• Entrepreneurial mindset with a focus on measurable revenue outcomes

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Credentials

• Bachelor's degree in Accounting or Finance (required)
• MBA (required)
• FINRA Series 7 and 63 or Series 79 (or actively pursuing licensure)

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Additional Details

• Role is in‑office (not remote)
• Travel required for client meetings and events
• Platform offers long‑term economic participation in addition to cash compensation
• Compensation is competitive at the MD level, with base salary and performance‑based upside

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Why This Opportunity

This role is particularly attractive for senior bankers who want to:

• Maintain direct involvement in execution, not just oversight
• Build revenue within a stable, scaled platform rather than a start‑up environment
• Leverage strong internal referral channels alongside personal origination
• Participate in long‑term value creation, not just annual bonus cycles

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.