Debt Capital Markets Origination

Private Credit Origination – Debt Capital Markets

Groce, Rose & Moore, LLC

Remote | United States

About the Firm

Groce, Rose & Moore, LLC is a middle-market investment banking and corporate finance advisory firm focused on advising privately held and sponsor-backed companies.

The firm provides advisory services across:

• Debt capital markets and private credit 

• Mergers and acquisitions 

• Recapitalizations and strategic transactions 


The Debt Capital Markets practice focuses on non-dilutive capital formation, advising companies on the structuring and placement of debt capital with banks, institutional lenders, specialty finance providers, and other capital partners. 


The firm operates as an independent advisor, executing structured, competitive processes across the capital markets to optimize pricing, structure, and transaction outcomes. 


Role Overview 


This is a front-office, client-facing role within the Debt Capital Markets practice, providing direct exposure to private credit markets, capital providers, and transaction processes, with responsibility and advancement driven by performance. 


The role is focused on client coverage, opportunity origination, and initial credit assessment, including evaluation of financing objectives, capital structure, and transaction viability. 


You will engage directly with founders, CEOs, and senior management teams to determine: 


• Whether a business can be positioned for institutional debt financing 

• Whether the underlying business model is financeable 

• Whether the opportunity warrants advancement into a formal advisory engagement 


This is a client-facing, revenue-generating role conducted through virtual interaction, requiring strong commercial judgment, clear communication, and financial fluency.

Target Clients


Middle-market companies generating $10 million to $1 billion in annual revenue, with a focus on:

• SaaS and recurring revenue business models 

• E-commerce and direct-to-consumer platforms 

• Fintech and lend-tech companies 

• Tech-enabled services businesses with recurring or repeat revenue characteristics 

• Specialty finance platforms, including warehouse lending and lender finance 


These companies are typically seeking financing solutions to support: 


• Growth initiatives, including investment in sales and marketing, customer acquisition, and go-to-market expansion 

• Refinancing and optimization of existing capital structures 

• Acquisition and add-on transaction financing 

• Working capital to support scaling operations, customer acquisition, and revenue- generating functions 

• Financing solutions aligned with recurring revenue and subscription-based models 

• Liquidity solutions to extend runway and support continued growth 

• Capital to support product development, platform expansion, and operational scaling

• Balance sheet optimization to improve flexibility and support future financing 

• Warehouse facilities and lender finance solutions to support asset origination and 
portfolio growth 


Responsibilities 


• Originate new client opportunities through targeted outreach and relationship development 

• Conduct initial discussions with founders and senior management teams regarding financing objectives, business model dynamics, and growth strategy 

• Evaluate key business and financial characteristics, including: 


o Revenue scale, growth trajectory, and sustainability

o Revenue quality and durability, including recurring or repeat revenue characteristics

o Unit economics, contribution margins, and customer acquisition efficiency

o Cash flow profile and capital intensity


o Existing capital structure and financing constraints


o Use of proceeds and transaction rationale

• Form an initial view on:


o Whether the business meets institutional lending criteria


o Financeability within private credit and broader debt capital markets

o Appropriate capital structure and financing approach


o Positioning strategy for lender engagement

• Present the firm’s advisory approach and advance qualified opportunities to executed engagement agreements 

• Evaluate and advance qualified opportunities toward formal engagement, with transition to senior bankers for execution 


Role in Practice


The position sits at the origination and qualification stage of the investment banking 
process.


You are responsible for determining: 


• Whether revenue is durable, scalable, and predictable 

• Whether the business model generates sustainable economic outcomes 

• Whether the capital need is appropriate and financeable 

• Whether the opportunity should be advanced into a formal advisory process


The role requires the ability to think like a lender, assess risk, and make clear judgments on 
viability. 


All client interaction is conducted through Zoom, phone, and email, requiring professionalism, clarity, and strong executive presence. 


Career Progression 


Progression within the platform is performance-driven. 


As individuals demonstrate consistent origination and engagement conversion, responsibilities expand to include: 


• Increased ownership of client relationships 

• Greater involvement in transaction evaluation and positioning 

• Expanded exposure to capital providers and financing processes 

• Broader responsibility across the advisory lifecycle 


At more senior levels, responsibilities expand to include: 


• Full ownership of transaction execution from mandate through closing 

• Structuring and negotiating financing solutions across the capital structure 

• Direct engagement with banks, institutional lenders, and capital providers 

• Development and management of relationships with private equity firms, sponsor groups, and capital partners 

• Oversight of lender outreach, term sheet negotiation, and process execution 

• Management of diligence, documentation, and transaction timelines 

• Coordination with legal counsel, lenders, and third-party advisors 

• Ongoing coverage of clients and capital providers 


Advancement is based on: 


• Origination activity and consistency of pipeline development
• Conversion of qualified opportunities into executed engagement agreements 

• Quality and financeability of sourced opportunities 

• Ability to independently assess and position transactions 


What Success Looks Like 


• Consistent origination of qualified, financeable opportunities 

• Conversion of opportunities into executed engagement agreements 

• Development of a repeatable and scalable origination pipeline 

• Demonstrated ability to assess business models, capital needs, and credit viability 


Qualifications


Bachelor’s degree preferred. 


Preferred Background 


• Experience in investment banking, corporate finance, or capital markets 

• Client-facing experience within financial services or advisory environments 

• Demonstrated ability to engage with middle-market companies and senior management teams 

• Familiarity with capital structure concepts, credit analysis, or financing transactions 


Core Skill Set 


• Strong communication and interpersonal judgment 

• Ability to engage credibly with senior decision-makers 

• Analytical orientation toward business models, unit economics, and capital structures 

• High level of initiative, ownership, and self-direction 

• Comfort operating in a performance-driven, client-facing environment 


Compensation

Performance-based, commission-driven structure.

Expected annual earnings range from $100,000 to $1,000,000+, based on origination and engagement conversion.

Positioning

This role is designed for individuals seeking to build a client-facing career in origination and capital markets advisory, with direct exposure to private credit markets and advancement based on performance.

Pay: $100,000.00 - $1,000,000.00 per year

Benefits:

• Flexible schedule
• Opportunities for advancement
• Professional development assistance
• Work from home

Work Location: Remote