Overview
This role supports the organization’s expansion of institutional partnerships and institutional deal sourcing. The Director – Institutional Partnerships (Commercial Lending & Private Credit) is responsible for driving business development across lower-to-middle market commercial banking, private credit, private equity, investment banking, and financial advisory channels, targeting companies with $2M to $100M+ in annual revenue.
Responsibilities
- Institutional relationship development: Cultivate, expand, and manage high-value strategic relationships with investment bankers, private equity sponsors, independent sponsors, M&A advisors, capital brokers, and family offices.
- Deal origination & sourcing: Drive deal flow across the entire transaction lifecycle, identifying qualified opportunities for acquisition financing, subordinated debt, growth capital, bridge loans, and recapitalizations.
- Strategic transaction structuring: Identify capital gaps—including collateral shortfalls, timing constraints, and out-of-scope bank criteria—and position flexible non-bank debt solutions within broader transaction structures.
- Cross-functional alignment: Partner with internal underwriting, risk, and executive leadership teams to support seamless deal execution, clear market communication, and strong partner service.
- Market intelligence & strategy: Track private credit trends, lender behavior, and market shifts to inform channel strategy.
- Pipeline & revenue performance: Independently build, maintain, and manage a robust deal pipeline to meet or exceed annual origination and funding targets.
Requirements
- 10+ years of relevant experience in commercial lending, private credit, investment banking, asset-based lending (ABL), or financial sponsor coverage targeting lower-to-middle market companies.
- Established network across middle-market financial sponsors, advisory firms, private equity networks, and corporate intermediaries.
- Technical financial acumen with deep understanding of alternative debt structures, credit analysis, and complex transaction mechanics for sponsor-backed, founder-led, or transitional businesses.
- Executive communication & presence with proven ability to negotiate and build consensus among C-suite executives and financial partners.
- Entrepreneurial drive with a self-directed origination mindset and ability to succeed in a fast-paced, high-growth environment.
Preferred Qualifications
- Track record of originating complex transactions in sponsor-backed and transitional corporate environments.
- Demonstrated success expanding institutional partner engagement and sustaining origination performance.
Compensation & Benefits
- Salary range: $125 - $180k/annually + uncapped commissions
- Additional benefits or program details were not specified.
Location
Employment Type