Investment Banking Software M&A Associate 3 / Vice President 1

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