Job Description
The Post Oak Group is seeking a Managing Director to lead the execution of capital markets and M&A transactions across the firm’s lower middle market practice. This role is designed for a proven deal executor with a track record of closed transactions and the judgment to guide founders, boards, and investors through complex, high-stakes processes from engagement through closing.
This is a senior client-facing and investor-facing leadership role. The Managing Director leads the firm’s most significant mandates end to end and sets the standard for execution quality across every transaction they oversee.
Role Overview
As a Managing Director, you will lead the execution of sell-side M&A, private placement, and capital raise mandates. You will set transaction strategy, direct deal teams through every phase of the process, and personally manage the most senior client, investor, and counterparty relationships on each transaction through to closing.
The role demands deep transaction experience, exacting execution standards, and the leadership presence to command the confidence of business owners, institutional investors, and internal teams alike, while ensuring all securities-related activity remains in full regulatory compliance.
Key Responsibilities
- Lead transaction execution end to end across sell-side M&A, private placements, and capital raises, owning process strategy, timeline, and outcomes on each mandate
- Set transaction strategy, including positioning, valuation framework, buyer and investor targeting, and process design for each mandate
- Own the senior client relationship throughout each engagement, advising founders, boards, and management teams through consequential process and structural decisions
- Lead negotiations on letters of intent, term sheets, and definitive agreements, guiding clients through key commercial and structural decisions
- Own senior investor relationships, personally engaging institutional investors, family offices, and private capital sources on live opportunities
- Direct and develop deal teams, leading Directors, Vice Presidents, Associates, and Analysts, and ensuring institutional-quality work product on every mandate
- Oversee execution quality and compliance, ensuring all communications and activity comply with FINRA rules, SEC regulations, and applicable supervisory procedures
- Represent the firm in front of clients, investors, and counterparties at the most senior level throughout each transaction
- Contribute to firm strategy, including execution standards, recruiting, and the development of junior professionals
Qualifications
- Active FINRA registration in one of the following: Series 7 (General Securities Representative), Series 79 (Investment Banking Representative), or Series 82 (Private Securities Offerings Representative)
- Actively affiliated with a FINRA member broker-dealer, or willing to join one
- 10+ years of investment banking, capital raising, or M&A advisory experience with a demonstrable record of closed transactions led through execution
- Deep command of lower middle market M&A and growth capital dynamics, including deal structures, documentation, negotiation dynamics, and market conventions
- Proven leadership of deal teams and the ability to develop junior professionals while maintaining exacting quality standards
- Executive presence and credibility with founders, boards, C-suites, and institutional investors
- Sound judgment in a regulated environment, with a clean regulatory history and a rigorous approach to compliance and supervision
Why The Post Oak Group
The Post Oak Group delivers institutional-quality capital markets and M&A advisory with boutique-level service and direct senior involvement. We operate in the middle market, advising both high-growth companies seeking institutional capital and profitable businesses pursuing liquidity events.
Managing Directors at The Post Oak Group lead the firm’s most significant transactions with genuine autonomy and full ownership of execution. The platform offers experienced dealmakers institutional infrastructure and a collegial senior team—without the bureaucracy of a bulge bracket.
Pay: $83,073.41 - $200,045.40 per year
Application Question(s):
- Do you currently hold, or have you held within the past three years, at least one of the following FINRA licenses: Series 7, Series 79, or Series 82?
- Are you currently registered as a representative with a FINRA-registered broker-dealer?
- If you do not currently hold a FINRA Series 7, Series 79, or Series 82 license, would you be willing to take the required examinations to obtain one?
Work Location: Remote
