Managing Directors – Middle Market Investment Banking

Job Description

Managing Director | Bridgepoint Investment Banking

The Tone:
This is a full-time role at Bridgepoint Investment Banking, located in Dallas, TX. Bridgepoint is a full-service investment banking firm providing solutions for family and founder-owned businesses across the country. This role is crucial for expanding the firm’s presence in the Dallas market, driving new business, leading complex transactions, and fostering the next generation of investment banking professionals. The company values integrity, core values, and a collaborative environment where every team member has a voice and contributes to building the firm.

The TL;DR
• Role: Executive
• Type: Full-time
• Location: Hybrid, Dallas, TX

• Team: A senior leader within the middle market investment banking team, contributing strategically to firm development.
• Mission: To secure new client engagements, successfully execute M&A and capital advisory transactions, and contribute to the firm’s growth and impact in the middle market.

What You’ll Actually Do
• Business Development: Actively pursue new business opportunities, aiming for $3M+ in fee generation by presenting the firm’s full range of services.
• Client Engagement: Expand and use your existing network to drive new deal flow and initiate client engagements aligned with the firm’s strategy.
• Transaction Leadership: Lead transactions across various industries from initial pitch through closing, demonstrating strong execution, negotiation, and closing skills.
• Relationship Management: Maintain and manage client relationships, providing guidance at key strategic points and communicating financial information for corporate finance transactions.
• Firm Building: Provide leadership and mentoring for junior staff, participate in industry events, and act as a strategic advisor to clients while contributing to the firm’s strategic direction.

The Must-Haves
• Background: Executive career level with a Bachelor’s Degree (advanced degree preferred) and proven expertise in middle market M&A and capital advisory.
• Experience: Over 10 years in investment banking, coupled with strong client relationship skills and an established professional network.
• Skills: Exceptional work ethic, integrity, professionalism, demonstrated leadership and management abilities, proficiency in deal execution, negotiation, and closing, and active FINRA licenses.
• Bonus: Advanced degree preferred.