Vice President, Technology Middle Market M&A
Core
Lead M&A and Capital Raising deals for technology and business services clients, providing high-impact advice on financial strategies and valuation metrics.
Role type
Senior IC Vice President, Technology Middle Market M&A
Builds
M&A transactions and capital raising solutions for private and middle market technology companies
Domain
Financial Services / Technology M&A
Deliverable
client delivery
Required skills
M&A deal execution, financial modeling, due diligence management, client relationship management, team leadership, risk assessment, pitch book preparation, industry trend analysis
Preferred skills
MBA or CFA, technology sector deal experience, business services sector experience, project management
Technologies
financial computer applications, database management tools
Responsibilities
Lead all phases of M&A and Capital Raising deals from pitch to closing; Mentor and supervise junior team members; Serve as primary point of contact for clients and advisors; Collaborate with sector partners to deliver creative pitches; Conduct due diligence including client visits and financial model analysis; Manage risk appetite and ensure compliance with bank policies
Seniority
Senior, hands-on IC with mentorship responsibilities
