Investment Lead
Core
Execute the full M&A lifecycle including sourcing, underwriting, diligence, and integration for vertical market software acquisitions.
Role type
Investment Lead (M&A Execution)
Builds
Proprietary M&A agents and AI product suite for vertical market software
Domain
Private Equity / Venture Capital / Vertical Market Software
Deliverable
client delivery
Required skills
M&A execution, financial modeling, valuation analysis, operational diligence, integration strategy, stakeholder management, deal sourcing
Preferred skills
Buy-and-build model experience, VMS knowledge, software industry expertise
Technologies
M&A agents, AI product suite
Responsibilities
Lead M&A process from sourcing to closing, conduct financial and operational diligence, prepare investment memorandums, manage integration of acquired businesses, collaborate with investment directors and value creation teams
Seniority
Mid-Senior, hands-on IC