Managing Director, Technology & Business Services

About G2

G2 Capital Advisors ( www.g2cap.com ) is a multi-product, sector-focused investment bank and financial advisory firm serving middle-market companies. We advise clients on mergers & acquisitions, capital raising, and complex financial and operational situations.

G2 was founded on the belief that middle-market advisory firms can—and should—do more. We partner closely with management teams, private equity sponsors, and stakeholders to navigate growth opportunities, address operational and financial challenges, and execute high-impact transactions.

What differentiates G2 is the breadth of experience across our team. As part of GA Group (backed by Oaktree), G2 brings additional scale and resources to support middle-market companies. Our professionals bring a combination of operating, executive leadership, investing, and advisory backgrounds, enabling us to approach situations with both strategic perspective and execution discipline. This integrated approach allows us to deliver tailored, practical solutions aligned with our clients’ long-term objectives.

We operate in a highly collaborative, entrepreneurial environment where individuals are given meaningful responsibility and the opportunity to make an immediate impact. We seek driven, intellectually curious professionals who thrive in dynamic situations and are motivated to deliver exceptional outcomes for clients.

Location: Flexible, with preference for Boston, New York, Chicago, or Los Angeles

Job Description

As a Managing Director within the Technology & Business Services (TBS) Investment Banking group, you will be responsible for originating and leading client engagements, driving revenue growth, and supporting the strategic direction of the practice. You will serve as a trusted advisor to senior executives, private equity sponsors, and boards, while leading transaction teams through the execution of complex M&A and capital markets transactions. The Managing Director will be a hands-on leader deeply involved with deal teams in every aspect of mandates from sourcing though closing.

This role requires deep TBS sector expertise and a proven ability to build and maintain client relationships at the most senior levels, generate new business, and lead high-performing teams in a dynamic, entrepreneurial environment.

What You’ll Do

Originate and lead M&A, capital raising, and strategic advisory engagements within the TBS sector

Develop and maintain senior-level relationships with corporate clients, private equity sponsors, and key industry stakeholders

Drive business development efforts, including identifying opportunities, leading pitch processes, and converting mandates into revenue

Serve as senior advisor to clients on strategic, financial, and operational matters

Provide oversight and direction across all phases of transaction execution, ensuring quality and successful outcomes

Partner with Vice Presidents and deal teams to manage execution while maintaining strong client engagement throughout the process

Contribute to the growth and positioning of the TBS practice, including sector strategy, market presence, and thought leadership

Recruit, mentor, and develop junior and mid-level bankers, fostering a high-performance and collaborative culture

Collaborate across product and industry teams to deliver integrated solutions to clients

Responsibilities include:

Sourcing and Origination (~ 40%)

Source and originate TBS investment banking opportunities, developing and maintaining senior-level industry relationships in partnership with G2 resources

Leverage your established network, prior transaction experience, and G2’s platform and track record to generate referrals and new client opportunities

Achieve and exceed defined revenue and origination targets, contributing meaningfully to firm growth

Partner with marketing to develop and execute sector-focused initiatives, including newsletters, campaigns, and thought leadership content

Represent G2 and your personal expertise in the market through speaking engagements, publications, conference participation, and other industry visibility efforts

Execution (~40%)

Serve as senior lead and overall owner of transaction execution from mandate through closing

Lead complex M&A, capital markets, and advisory engagements within a small, high-performing team environment

Ensure execution quality by identifying key risks early and developing proactive strategies to mitigate them

Manage all critical client, counterparty, and stakeholder communications with professionalism and judgment

Provide senior-level strategic and financial advice to clients within the TBS sector to support long-term value creation

Ensure transaction success by appropriately identifying risks and developing strategies and plans to proactively mitigate those risks

Maintain accountability for deal outcomes, ensuring successful delivery across all phases of the engagement lifecycle

Organization & Practice Development (~20%)

Support the continued growth and strategic development of the TBS practice

Recruit, mentor, develop, and retain high-performing investment banking professionals

Collaborate with other G2 senior leaders on cross-practice origination, live mandates, and firm-building initiatives

Contribute to shaping culture, standards, and excellence across the platform

Skills and Characteristics:

Managing Director-level experience leading sell-side, buy-side, capital raising, and advisory transactions within the TBS sector

Proven ability to originate and close complex transactions across varying market cycles, including growth, downturn, and distressed environments

Strong executive presence with the ability to lead high-stakes conversations across C-suite executives, boards, and investors

Demonstrated leadership in building, managing, and developing high-performing teams

Advanced financial, analytical, and strategic thinking skills

Deep and active professional network within the TBS ecosystem (IT services and/or business services experience strongly preferred; operating experience highly valued)

Strong reputation and track record that can be leveraged to expand G2’s market presence

Ability to manage multiple priorities in a fast-paced, entrepreneurial environment

Strong academic background; undergraduate degree from a leading institution required, advanced degree preferred

What we value

While our team members come from diverse professional backgrounds, we are united by a shared set of core principles. Explore our values here .

This role offers uncapped total compensation, with annual earnings typically ranging from $600,000–$3,000,000 or more, depending on sourcing, origination, and execution performance. Bonuses are paid upon transaction closing or throughout the year as revenue is collected.

G2 Capital Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic information, veteran status, marital status, citizenship status, or any other characteristic protected by applicable law.

G2 is unable to provide employment visa sponsorship at this time.