Investment Banking A2A/Associate 2 Software M&A

A prestigious middle-market investment bank with a distinguished track record in technology transactions is seeking an experienced M&A professional to join their Software and Fintech M&A team in New York City. This is an exceptional opportunity to join a high-performing team that advises leading software and fintech companies on mission-critical strategic transactions.

Our client has built a reputation for executing complex, high-value transactions in the rapidly evolving technology and financial services landscape, working with innovative companies ranging from emerging growth businesses to established market leaders.

The Role

As a member of the Software/Fintech M&A team, you will play a critical role in executing sell-side and buy-side M&A transactions, capital raises, and strategic advisory engagements. This position offers significant responsibility and direct client exposure from day one.

Position Levels

• Analyst 3
• A2A (Analyst to Associate)
• Associate 2

Key Responsibilities

• Lead the execution of M&A transactions from inception through closing
• Conduct comprehensive financial analysis, valuation modeling, and due diligence
• Prepare marketing materials, confidential information memoranda, and management presentations
• Manage transaction processes including buyer/seller outreach, negotiations, and coordination with legal and accounting advisors
• Develop and maintain strong client relationships with C-suite executives
• Mentor and guide junior team members
• Contribute to business development and thought leadership initiatives

Required Qualifications

• Transaction Experience: 2-3 closed software and/or fintech M&A transactions with demonstrated success
• Industry Tenure: Minimum 1 year of relevant M&A experience, ideally within technology-focused investment banking or corporate development
• Technical Skills: Advanced financial modeling, valuation techniques (DCF, comparable companies, precedent transactions), and Excel proficiency
• Analytical Capabilities: Strong problem-solving abilities with attention to detail and accuracy
• Communication: Excellent written and verbal communication skills with the ability to articulate complex concepts clearly
• Work Style: Self-starter who thrives in fast-paced environments and can manage multiple priorities simultaneously
• Availability: Immediate or near-term availability strongly preferred

Ideal Candidate Profile

• Background in software, SaaS, fintech, or payments sectors
• Experience working with middle-market companies ($100M-$1B+ in enterprise value)
• Track record of taking ownership and driving results
• Strong business judgment and strategic thinking abilities
• Passion for technology and financial services innovation

What We Offer

Professional Growth

• Accelerated career trajectory with clear promotion pathways
• Exposure to marquee software and fintech transactions across various sub-sectors (SaaS, payments, insurtech, wealth management, etc.)
• Direct mentorship from senior bankers and deal partners
• Opportunity to build deep sector expertise in high-growth industries

Culture & Environment

• Collaborative, team-oriented culture that values both excellence and work-life integration
• Entrepreneurial environment where ideas and contributions are recognized
• Access to senior leadership and deal decision-making processes
• Platform that supports professional development and continuous learning

Compensation & Benefits

• Highly competitive base salary and discretionary bonus structure
• Comprehensive benefits package including health, dental, and vision insurance
• 401(k) with employer match
• Professional development and continuing education support

Location & Work Arrangement

New York City office (on-site position)

Timeline & Process

We are moving expeditiously with this search. Qualified candidates will be contacted promptly for initial conversations, with the goal of completing the hiring process within 2-3 weeks for the right individual.

Important Notes

• Candidates must be authorized to work in the United States without restriction
• Visa sponsorship is not available for this position
• All applicants will be considered on a confidential basis