Office Location(s)
- Cleveland, OH
Managing Director – Investment Banking
Job Description
BellMark is seeking an experienced, highly motivated, and talented Managing Director for our growing middle market investment banking practice. Primary responsibilities include originating and leading the execution of M&A advisory and private capital raising transactions. This professional will have strong marketing and relationship skills, and a broad referral network from which to generate new business for the firm.
Our Managing Directors are supported by an experienced team of mid-level and junior bankers. BellMark is a generalist firm and is seeking a Managing Director specializing in, or having broad experience across, Industrials, Business Services, Consumer & Retail, Technology, or Healthcare services.
Business Development Responsibilities
- Actively pursue business development opportunities and originate new client engagements for the Firm within selected industry sector(s).
- Develop prospect and referral networks and support firm efforts in developing and executing business development and marketing strategies.
- Maintain deep knowledge and expertise across industry sector(s).
Deal Execution Responsibilities
- Lead deal teams on a variety of transactions from initial opportunity development and client pitch, to transaction execution and closing.
- Manage day-to-day aspects of client relationships, transactions, and investment banking teams and serve as primary client contact on engagements.
- Provide leadership, professional development and mentoring for junior staff.
Desired Skills and Experience
- Minimum of 15 years of experience at boutique or regional investment bank focused on M&A.
- Proven track record of fee generation through new business development efforts, originating, executing and closing investment banking engagements.
- Established relationships and contacts with private equity firms, middle market businesses, and referral sources.
- Deep knowledge, expertise, and transaction history within selected industry sector(s)
- Demonstrated experience with managing day-to-day aspects of client relationships, transactions, and investment banking teams.
- Demonstrated deep understanding of the sell-side M&A process, complex transactions, creating buyer/seller strategies, deal structuring and negotiation.
- An appetite to work in a team-oriented environment with the ability to think creatively and act collaboratively, playing a key role in driving the Firm’s long-term success.
- Bachelor’s degree required, with MBA preferred but not required.
- FINRA Series 7 or 79 is required, Series 24 preferred but not required.
About BellMark Partners, LLC
BellMark Partners, LLC with offices in Boston and Cleveland, is an independent investment banking firm focused on providing M&A advisory and investment banking services to middle market companies primarily across the Business & Technology Services, Consumer, Industrials, and Healthcare industries. BellMark Partners provides advice to family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small to mid-cap public companies. Our range of services includes M&A advisory, exclusive sale mandates, strategic alternative reviews, valuations, fairness opinions, and raising capital for growth, acquisitions, recapitalizations, buyouts, and general corporate purposes. For more information, please visit our website at www.bellmarkpartners.com.