CareerPlan

Tech M&A Investment Banking Summer Associate 2027, San Francisco

San Francisco, CA, USFull-time$175k2026-11-07 → 2026-11-09
On-site

Core

Summer Associate in Tech M&A Investment Banking supporting transaction development, execution, and client advisory for software, SaaS, and high-growth technology markets.

Role type

Summer Associate, Investment Banking (M&A)

Builds

M&A transactions ranging from $200M to $2+ Billion for private equity, venture capital, and entrepreneur-owned companies

Domain

Technology (Software, SaaS) + Investment Banking

Deliverable

client delivery

Required skills

corporate finance, financial valuation and analysis, financial statements, due diligence coordination, industry research, presentation skills

Preferred skills

MBA from top-tier programs, relevant investment banking experience, leadership qualities

Technologies

N/A

Responsibilities

Participate in transaction development and execution, work with client management teams and stakeholders, engage in client and prospect meetings, coordinate due diligence activities, develop expertise in technology industry sectors

Seniority

Summer Associate (Internship)