This position focuses heavily on the Software domain (spanning Vertical Applications, Horizontal Applications, Cloud Infrastructure, and related tech sub-sectors)
, executing high-impact sell-side and buy-side M&A, capital markets, and debt advisory services
Key Responsibilities- Transaction Execution: Lead day-to-day execution of M&A (targeting ~80% sell-side and 20% buy-side mix)
and capital raising transactions for software and technology clients, managing comprehensive financial models, valuation analyses, and marketing materials (Teasers, Confidential Information Memorandums). - Client & Sponsor Engagement: Build and maintain trusted, long-term relationships with private equity sponsors, private companies, corporate boards, and public strategics, leveraging our unmatched access to global buyers and investors across the U.S., Europe, and Asia
- Deep Sector Expertise: Cultivate in-depth, sub-sector domain expertise within software markets (including vertical applications, human capital management, supply chain, office of the CFO, and governance/risk/compliance) to deliver insightful, tailored advice
- Cross-Border Reach & Collaboration: Coordinate seamlessly across global offices to execute cross-border transactions and multi-jurisdictional deals
- Team Leadership & Mentorship: Supervise, mentor, and develop junior banking talent (associates and analysts), driving workflow efficiency and maintaining a commitment to excellence on every deal
- Business Development: Contribute to pitching new business, identifying market trends, and actively participating in flagship industry forums and networking events (such as the premier Montgomery Summit)
Qualifications & Requirements- Experience: Significant investment banking experience (typically at the Associate or existing VP level) with a dedicated focus on the Technology sector, specifically covering Software.
- Track Record: Demonstrated hands-on experience executing M&A transactions (sell-side mandates preferred)
and managing deal teams in a fast-paced environment. - Technical Mastery: Advanced proficiency in financial modeling, valuation techniques (DCF, comparable company, precedent transactions), and M&A accounting.
- Network & Relationships: Strong foundational network or familiarity with active financial sponsors, private equity firms, and strategic tech buyers
- Education: Bachelor's degree in Finance, Economics, Computer Science, or a related field from a top-tier institution; an MBA or relevant advanced degree is a plus.
- Location: Must be based in or willing to relocate to San Francisco, CA
