New Job Opening: M&A Principal in Palo Alto, CA

Job Description

About the Opportunity

Phipps Cameron is partnering with an enterprise software company who is looking to add a Principal/Lead to its Corporate Development function - a high impact team responsible for shaping the company’s strategic direction and driving inorganic growth. This role sits at the centre of the organization, partnering directly with senior leadership and business unit heads to evaluate and execute key initiatives. You will be involved across the full deal lifecycle, while also contributing to broader strategic planning and capital allocation decisions. This is an opportunity to work on complex, high-visibility projects within a global software platform.

Key Responsibilities

• Evaluating opportunities: Assess potential acquisitions, partnerships, and strategic initiatives through financial modelling, valuation, and market analysis


• Transactions: Play a key role in live M&A and investment processes, including diligence coordination, financial analysis, and stakeholder management


• Building insights: Develop clear, data-driven perspectives to inform decision-making across leadership teams


• Creating materials: Prepare presentations, investment cases, and briefing documents for senior executives


• Sourcing pipeline: Identify and track potential targets, monitor industry trends, and support ongoing market mapping efforts


• Mentoring and supporting Junior members of the team

Background:

• 5 to 7 years of experience in roles such as: Investment Banking in Private Equity or Venture Capital Consulting Transaction Advisory focusing on software investment


• Advanced financial modelling and valuation capabilities


• Strong analytical thinking with the ability to interpret complex datasets


• Ability to manage multiple priorities in a fast-paced, collaborative environment


• High attention to detail and a proactive, problem-solving mindset

Please apply directly or contact us confidentially for more information.