Investment Banking VP 1/2 Tech M&A (Elite Boutique)

Our client, a Boston-based elite boutique providing strategic M&A advisory services to software and Software-as-a-Service (SaaS) companies, private equity investors and venture capital firms, is looking to add a VP 1/2 to their team. The Company focuses on a range of high-growth vertical markets including healthcare IT (HCIT) and Pharma Tech, government (GovTech), education (EdTech), architecture, engineering and construction (AECO), financial technology (FinTech), energy & power (EnergyTech), analytics, transportation and logistics, and the public sector, among others. This role will sit in Boston. 

• 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:

• Experience as an investment banking associate and ideally at least 1 year as a Vice President 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 Boston or SF

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

The salary range for this role is $250,000-275,000