A leading elite boutique investment bank is seeking an exceptional software M&A professional to join our high-performing team. This is an opportunity to work on marquee software transactions alongside industry-leading dealmakers in a culture that rewards excellence and merit.
Position Overview
Level: Associate 3 or Vice President 1
Focus: Software M&A
Start Date: Flexible for qualified candidates
Responsibilities
- Lead execution of complex software M&A transactions from origination through close
- Manage all aspects of deal workflow including financial modeling due diligence and transaction documentation
- Develop and maintain relationships with software company executives and decision-makers
- Mentor and develop junior team members on transaction execution
- Conduct strategic and financial analysis to support client advisory services
- Prepare marketing materials management presentations and Board-level presentations
- Coordinate with legal accounting and other transaction advisors
Required Qualifications
- 4-6 years of M&A investment banking experience with demonstrated focus on software sectors
- Proven track record of 3-4 closed software M&A transactions
- Strong technical proficiency in financial modeling valuation and deal structuring
- Exceptional analytical capabilities and attention to detail
- Outstanding written and verbal communication skills
- Demonstrated ability to manage client relationships and lead deal execution
- Ability to start immediately or shortly after bonus season
What We Offer
- High-Impact Deal Flow: Work on marquee software transactions with significant market visibility
- Client Exposure: Direct interaction with C-suite executives and Board members
- Career Acceleration: Clear and merit-based path to VP/SVP promotion
- Compensation: Top-tier base salary bonus and carry opportunities
- Culture: Performance-driven environment that values excellence collaboration and professional development
Location & Work Environment
- Offices: San Francisco or New York City
- Work Model: On-site/In-office
Visa & Immigration
- H1B transfers accepted
- Other visa sponsorship not available at this time