Posted Date
8/21/2025
Description
TripleTree - Investment Banking Director
TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and a drive to succeed.
The Director role leads mergers and acquisitions, business partnerships and corporate strategy work with our clients. The individual will work closely with the Managing Director on market opportunities and sourcing/securing business. They will be actively involved in client engagements while driving M&A strategy; developing and fostering the pipeline of potential opportunities; and analyzing and leading corporate development activities.

BASIC QUALIFICATIONS:

• Bachelor’s degree or Military Experience
• At least 8 years of investment banking experience including Mergers & Acquisitions
• At least 5 years of experience in healthcare services and healthcare technology industries
• FINRA Licenses - 63, 79, SIE

PREFERRED QUALIFICATIONS:

• At least 9 years of investment banking experience including Mergers & Acquisitions

BASIC QUALIFICATIONS:

• Bachelor’s degree or Military Experience
• At least 8 years of investment banking experience including Mergers & Acquisitions
• At least 5 years of experience in healthcare services and healthcare technology industries
• FINRA Licenses - 63, 79, SIE

PREFERRED QUALIFICATIONS:

• At least 9 years of investment banking experience including Mergers & Acquisitions

RESPONSIBILITIES:

• Meaningfully contribute to business and market development
• Craft client and deal strategies and manage execution throughout deal lifecycle
• Manage transactions end-to-end, monitoring progress and supporting VP and team in achieving successful outcomes
• Negotiate successful close for assigned deals independently or with limited support
• Lead teams in completing and publishing healthcare research and thought leadership and leverage junior staff as key learning and development opportunity
• Play a key leadership role in attracting, interviewing, mentoring, developing, and retaining top talent
• Stay abreast of new developments within assigned healthcare sectors by monitoring the activities of potential buyers, including regular direct briefings with key management to have first person knowledge of their acquisition strategies and criteria
• Track recent M&A activity within the industry
• Ability to assess the market, identify opportunities and collaborate to secure high value business
• Collaboration & team skills; with a focus on cross-group collaboration

RESPONSIBILITIES:

• Meaningfully contribute to business and market development
• Craft client and deal strategies and manage execution throughout deal lifecycle
• Manage transactions end-to-end, monitoring progress and supporting VP and team in achieving successful outcomes
• Negotiate successful close for assigned deals independently or with limited support
• Lead teams in completing and publishing healthcare research and thought leadership and leverage junior staff as key learning and development opportunity
• Play a key leadership role in attracting, interviewing, mentoring, developing, and retaining top talent
• Stay abreast of new developments within assigned healthcare sectors by monitoring the activities of potential buyers, including regular direct briefings with key management to have first person knowledge of their acquisition strategies and criteria
• Track recent M&A activity within the industry
• Ability to assess the market, identify opportunities and collaborate to secure high value business
• Collaboration & team skills; with a focus on cross-group collaboration