Vice President Tech Investment Banking

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