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Job description
Managing Director – Software M&A Investment Banking
Location: New York, NY
Industry: Investment Banking / Software & Technology
Firm: Middle-Market Investment Bank
Employment Type: Full-Time
About the Firm
We are a leading middle-market investment bank focused on advising entrepreneurs, founders, private equity sponsors, and corporate clients on strategic transactions across the software and technology sectors. The firm provides M&A advisory, capital raising, strategic advisory, and other corporate finance services to companies ranging from emerging growth businesses to established middle-market enterprises.
We are seeking an experienced Managing Director to join our New York team and play a senior leadership role in expanding the firm's software investment banking practice.
Position Overview
The Managing Director will be responsible for developing and maintaining senior-level relationships with software company executives, founders, private equity firms, strategic acquirers, and other institutional investors, while leading the origination and execution of M&A and strategic advisory transactions.
The ideal candidate will be an established investment banking professional with a strong track record of originating and executing middle-market software transactions. This individual should possess significant industry relationships, a demonstrated ability to generate new business, and the judgment and leadership skills required to serve as a trusted advisor to CEOs, founders, Boards of Directors, and financial sponsors.
This is a highly entrepreneurial opportunity for a senior banker who wants to have significant influence over the growth of a software-focused investment banking franchise.
Key Responsibilities
Business Development & Origination
Develop and execute a strategy to expand the firm's software M&A advisory business.
Originate new M&A, capital raising, and strategic advisory opportunities through established relationships and proactive business development.
Build and maintain relationships with software CEOs, founders, Boards of Directors, private equity sponsors, venture capital firms, family offices, and strategic acquirers.
Identify companies and situations that may represent attractive M&A or financing opportunities.
Lead pitches and presentations to prospective clients, including developing transaction strategies, valuation analyses, and marketing materials.
Establish the firm as a trusted advisor to senior executives and owners of middle-market software businesses.
Develop and maintain a robust pipeline of prospective transactions.
Transaction Leadership
Serve as the senior banker and primary relationship manager on M&A and strategic advisory engagements.
Lead transactions from initial client discussions and mandate through closing.
Develop transaction strategy, positioning, valuation, buyer/investor identification, negotiation strategy, and overall process execution.
Advise clients on valuation, transaction structure, strategic alternatives, and market dynamics.
Lead negotiations with buyers, sellers, private equity sponsors, strategic acquirers, and other transaction counterparties.
Maintain senior-level involvement throughout the transaction process while ensuring successful execution by the broader deal team.
Lead and mentor Vice Presidents, Associates, Analysts, and other members of the investment banking team.
Provide strategic direction and oversight on transaction execution.
Review and provide guidance on financial models, valuation analyses, CIMs, management presentations, buyer lists, and other transaction materials.
Recruit, develop, and retain high-performing investment banking professionals.
Foster a collaborative, entrepreneurial, and high-performance culture within the software banking practice.
Market & Industry Expertise
Maintain deep knowledge of the software and technology M&A landscape.
Monitor transaction activity, valuation trends, financing markets, strategic buyers, private equity activity, and emerging subsectors within software.
Develop differentiated perspectives and insights that can be used to advise clients and generate new business.
Cultivate relationships with strategic and financial buyers to expand the firm's transaction network.
Qualifications
12+ years of investment banking experience, with significant experience at the senior banker level.
Extensive experience advising software and technology companies on M&A and/or capital markets transactions.
Demonstrated track record of originating and closing middle-market transactions .
Strong existing relationships with software executives, founders, private equity firms, strategic acquirers, and other relevant market participants.
Proven ability to independently generate and develop investment banking business.
Strong understanding of software industry business models, including SaaS, recurring revenue models, vertical software, enterprise software, cybersecurity, fintech, and/or related technology subsectors.
Exceptional financial, valuation, transaction structuring, and analytical skills.
Strong understanding of the full M&A process, including business development, valuation, marketing, buyer outreach, due diligence, negotiations, and closing.
Excellent written, verbal, presentation, and interpersonal communication skills.
Demonstrated ability to lead and develop junior investment banking professionals.
Bachelor's degree required; MBA or other advanced degree preferred.
Preferred Experience
Candidates with the following experience are particularly encouraged to apply:
Prior Managing Director, Senior Managing Director, or Partner-level experience at an investment bank or advisory firm.
Significant experience executing transactions in the $50 million–$500 million+ enterprise value range .
A substantial personal network of software executives, private equity sponsors, strategic buyers, and other institutional investors.
Experience working with founder-owned and/or sponsor-backed software companies.
Experience leading sell-side M&A transactions.
Experience with cross-border software transactions is a plus.
Existing software-sector franchise or demonstrated ability to build one.
Compensation
Competitive compensation package consisting of base salary, annual bonus, and significant performance-based incentive compensation , commensurate with experience, transaction production, and business development success.
What We Offer
Opportunity to play a significant role in building and expanding a software-focused middle-market investment banking franchise.
Meaningful autonomy and responsibility in business development and client relationships.
Direct exposure to founders, CEOs, Boards of Directors, private equity sponsors, and strategic acquirers.
Entrepreneurial environment with significant upside for successful senior bankers.
Opportunity to lead high-profile M&A and strategic advisory transactions.
Collaborative team environment with experienced investment banking professionals.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.