Managing Director Co-Founder

About The Company

The Palmstone Group is a private international holding and investment group with operations across the United States, Europe, the Middle East, and Asia.

At the Palmstone Group, we are more than just a holding company – we are pioneers, visionaries, and catalysts for change. Our mission is simple yet audacious: to build daring ventures that change the world. We operate at the forefront of innovation, across a diverse range of industries, and we are driven by a relentless passion for progress.

We believe that the world is constantly evolving, and so are the needs of its inhabitants. To meet these ever-changing demands, we dare to dream bigger, think bolder, and act faster. Our vision is to be at the vanguard of transformation, leading the way towards a brighter and more sustainable future for all.

Overview

Please note: this is not a traditional job posting.

It’s a co-founder-level partnership — an opportunity to build and lead your own investment-banking or capital-advisory firm, fully backed by Palmstone Group, a global financial-services and venture-building platform.

Palmstone provides the systems, infrastructure, and operations — including CRM, automation, investor databases, and marketing.

You’ll step into a ready-to-go pipeline of warm leads — founders and business owners who’ve already responded positively to our services.

Your role is to lead conversations, convert interest into paid mandates, and scale the firm, with Palmstone’s full operational backing.

This is ideal for a commercially-minded operator who wants to own equity, lead deals, and build a firm — without the need to start from scratch or set up infrastructure.

What You’ll Do

• Engage with warm leads (founders and CEOs who’ve already expressed interest).
• Lead discovery and qualification calls, understand funding or M&A needs, and guide clients through our advisory process.
• Convert qualified opportunities into signed engagement mandates.
• Oversee client relationships and transaction execution, supported by you, as well as Palmstone’s analysts and investor-relations systems.
• Build and manage your own team of originators, analysts, and associates as the firm scales.
• Collaborate with Palmstone’s investor network across family offices, funds, and strategic buyers.
• Drive revenue and firm growth with full operational autonomy inside an established platform
  
  

• A constant flow of warm leads — you focus solely on conversion and relationships.
• Full access to ready built CRM, automation, investor databases, templates, and deal systems.
• Operational, marketing, and administrative support from the Palmstone central team.
• Proven frameworks for mandate origination, investor outreach, and deal management.
• The credibility and infrastructure of an established global financial group.
• Access to an international network of investors, lenders, and strategic partners.
• Freedom to build your own team and structure within an institutional platform.
  
  

• Equity stake in the company you build (performance-based vesting).
• Engagement and success fees from the mandates you close.
• Optional profit participation as your division scales.
• No fixed salary — this is for entrepreneurial operators who want ownership and upside, not employment.
  
  

• 3–7+ years of experience in investment banking, corporate finance, private equity, or related advisory work.
• Deep understanding of mid-market deal processes, valuations, investor communications, and client management.
• Proven commercial ability – comfortable selling complex advisory services and converting interest into signed mandates.
• Strong leadership and interpersonal skills – can build trust quickly with founders, investors, and internal teams.
• High professional credibility; articulate, confident, and persuasive.
• Entrepreneurial and self-driven, structured in execution but motivated by autonomy and ownership.
• You combine the mindset of a banker with the closing instinct of a dealmaker – focused on results, not hierarchy.
• You want to build something substantial, not merely manage an existing book.