Investment Banking Technology M&A VP 1 (Software)

Our client, a prestigious middle-market investment bank providing strategic M&A advisory and financing solutions to software and Software-as-a-Service (SaaS) companies, private equity investors and venture capital firms, is looking to add a VP 1 to their team. Particular expertise in software and digitally delivered content businesses across the Education, HCM, Training and Compliance and Travel sectors. This role will sit in NYC. 

Lead the execution of equity and debt, M&A, and support account coverage with some primary coverage responsibilities

Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies analyses

Supervise a team of associates and analysts

Prepare pitch books and live deal materials, including memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses

Analyze detailed corporate and financial information, as well as conduct due diligence

Develop client relationships through deal execution, pitching, and primary/support coverage

Minimum Requirements:

Prior experience as an investment banking associate/VP in technology banking covering software

A critical thinker who can quickly evaluate and analyze companies and financial information

Live in or willing to relocate to NYC

Desired Experience/Skills:

Strong analytical/financial skills as well as outstanding verbal communication skills

Ability to manage a variety of transactions and projects simultaneously

Resourceful self-starter, able to work autonomously and as a team player

A passion for the technology industry and a desire to win