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

Our client, a well-regarded middle-market investment bank is looking to add a VP 1/2 to their Tech M&A team. The group provides 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.

Vice Presidents work directly with Managing Directors during all facets of the M&A advisory transaction life cycle, including transaction development, transaction execution and transaction negotiation and strategy. Specific responsibilities include assisting with the preparation of market and operating analyses, information memoranda, marketing presentations, and financial and valuation analyses. Vice Presidents support Directors and Managing Directors during all phases of M&A execution, including supervising and developing Analysts, contributing to firm best practices and culture, and building industry relationships. 

PRIMARY RESPONSIBILITIES:

• Preparing and participating in the delivery of client presentations
• Analyzing business plans and participating in due diligence sessions
• Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s
• Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models
• Leading due diligence and drafting sessions
• Preparing and managing the delivery of internal deal memos and engagement letters
• Mentor junior team members.

REQUIREMENTS:

• Bachelors degree from an accredited college or university AND 5+ years of Investment Banking experience
• MBA degree (or equivalent graduate degree) from an accredited college or university AND 3-4 years of Investment Banking experience in Consumer or a sector coverage group
• Financial modeling coursework, training, or experience
• Live in New York or willing to relocate
• Resourceful self-starter; able to work autonomously
• Demonstrated team player and leader
  
  The salary range for this role is $225,000 - $275,000.