Job Summary

Halifax West® was founded to serve lower middle market independent sponsors and middle market businesses navigating complex transactions.

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Over time, our work consistently fell into two areas: buyside advisory for independent sponsors and capital solutions for private companies pursuing acquisitions or recapitalizations. Across both, we consistently saw strong businesses and attractive opportunities benefit from additional transaction leadership, particularly around structure, capitalization, and lender alignment. Independent sponsors and management teams often need experienced support on the transaction side so they can stay focused on operations, diligence, and value creation. Our role is to bring that perspective and discipline to the deal.

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We are seeking a Managing Director to lead transaction structuring, strategic financing solutions, and end-to-end deal execution. This role involves evaluating new opportunities, crafting tailored capital solutions, converting prospects into long-term clients, and overseeing all aspects of transaction execution.

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The Managing Director will oversee and execute transactions while mentoring senior and junior team members. The position requires an entrepreneurial, metrics-driven mindset with a focus on execution excellence and measurable revenue results. With a strong inbound volume of deal flow, this role emphasizes execution, while deal sourcing is welcome but not required.

 

Job Duties

• Lead and manage engagement teams with an apprenticeship-style approach.

• Serve as lead advisor and primary point of contact on engagements.

• Oversee client deliverables, provide real-time feedback, and ensure timely execution.

• Advise independent sponsors on valuation, transaction structure, negotiation strategy, and financing alternatives.

• Lead capital solutions engagements across senior debt, mezzanine, unitranche, equity, and hybrid capital solutions.

• Analyze historical and projected financial data, including earnings quality, working capital, leverage capacity, and transaction risk.

• Oversee preparation of CIMs, lender/investor materials, financial models, and transaction documentation.

• Identify pre- and post-close strategic and capital structure opportunities.

• Serve as lead advisor during negotiations and closing processes.

• Deliver exceptional service to internal and external stakeholders.​

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Education​

• Bachelor’s degree in finance, Accounting, Economics, or related field (required)

• Any other education including MBA, CPA, CFA, prior FINRA licenses (a plus

 

Experience

• 10+ years in investment banking, corporate finance, or capital advisory (required).

• Prior experience at a middle-market or lower middle-market investment bank (preferred).

• Demonstrated success originating and executing M&A and capital markets transactions.

• Experience leading and mentoring teams of Vice Presidents, Associates, and Analysts

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Skills & Abilities

• Strong business acumen with advanced analytical and problem-solving skills.

• Expertise in financial modeling, valuation, and transaction structuring.

• Ability to manage multiple live engagements in fast-paced environments.

• Excellent written and verbal communication skills with professional presence.

• Collaborative mindset with strong follow-up and accountabilities.

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Work Environment & Travel

• MUST be based in the U.S. currently

• Availability for client meetings and transactions during regular hours, evenings, and weekends as needed.

• Ability to travel for client meetings and business development activities.

• Hybrid model with partial office time in Downtown Los Angeles

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Compensation & Benefits

• Commensurate with experience

• Significant Performance-based Incentive Compensation

• Equity participation in deals where the firm co-invest

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Equal Opportunity Employer

This firm is committed to building a diverse and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other protected status