Full-Time

Tech M&a Investment Banking Full-Time Analyst

Boston

Aeris Partners

Aeris Partners

11-50 employees

M&A advisory for software and SaaS

Compensation Overview

$110k - $125k/yr

Boston, MA, USA

In Person

Category
Finance & Banking (1)
Required Skills
Investment Banking
Requirements
  • Must be eligible to work permanently in the United States
  • Working knowledge of corporate finance, accounting, financial statements and valuation methodologies
Responsibilities
  • Work closely with analysts and associates in developing client presentations, pitches and other key deliverables
  • Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses
  • Contribute to Mergers and Acquisitions strategy development discussions with senior Mergers and Acquisitions professionals
  • Actively interact with clients and buyers on calls and in meetings
  • Research and communicate compelling technology industry and company trends
  • Identify and manage strategic and financial buyers
  • Coordinate and support transaction due diligence activities and data room development
Desired Qualifications
  • Undergraduate degree candidate from top-tier programs; exceptional academic performance
  • GPA of 3.5 or higher preferred
  • Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
  • Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively
  • Proven analytical, research, and problem-solving skills
  • Desire to develop business expertise in technology and software; passion for technology
  • Outstanding leadership skills
  • High degree of integrity and professionalism
  • Strong attention to detail

Aeris Partners is a technology M&A investment bank that helps high-growth software, SaaS, digital media, business information, and technology-enabled services companies buy or sell themselves. It acts as a registered broker-dealer under FINRA/SIPC and uses its industry knowledge, long-standing relationships, and focus on flawless execution to close deals for clients. The process centers on advisory services: sourcing opportunities, valuing companies, negotiating terms, structuring transactions, and guiding the deal to closing. Compared with peers, Aeris Partners emphasizes a unified,

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Cambridge, Massachusetts

Founded

2010

Simplify Jobs

Simplify's Take

What believers are saying

  • Software and SaaS exit markets continue maturing, expanding Aeris advisory opportunities.
  • Consolidation activity accelerates across EdTech, FinTech, GovTech verticals through 2026.
  • West Coast expansion captures PE/VC deal flow from San Francisco tech ecosystem.

What critics are saying

  • Piper Sandler poaches Aeris talent, crippling West Coast operations within 18 months.
  • Larger boutiques undercut Aeris on EdTech/FinTech mandates, eroding deal flow.
  • SF office faces cash burn if mandates stall amid 2026 tech M&A slowdown.

What makes Aeris Partners unique

  • Vertical-specific M&A expertise in high-growth EdTech, FinTech, GovTech, Healthcare IT sectors.
  • Gray Eklund's promotion to Managing Director strengthens West Coast leadership continuity since 2022.
  • Domain expertise in regulated verticals commanding higher deal multiples and complexity premiums.

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Benefits

Professional Development Budget

Flexible Work Hours

Company News

PR Newswire
Sep 6th, 2022
Aeris Partners Launches New San Francisco Office; Hires Gray Eklund To Help Drive West Coast Expansion

BOSTON and SAN FRANCISCO, Sept. 6, 2022 /PRNewswire/ -- Aeris Partners LLC ("Aeris Partners" or "Aeris"), a leading technology M&A investment bank, is excited to announce the launch of its new San Francisco, California office and the addition of Gray Eklund, Director, to help drive the firm's West Coast expansion. Aeris Partners provides best-in-class M&A advisory services to leading private equity, venture capital, and founder-owned software, SaaS, and tech-enabled services companies spanning a range of high-growth verticals, including EdTech, FinTech, GovTech and Healthcare IT, among others. The firm leverages extensive domain expertise, a distinguished M&A execution track record, and an unwavering commitment to delivering superior outcomes on behalf of its clients

Global Martek
Sep 6th, 2022
Aeris Partners LLC hires Gray Eklund

Gray Eklund joins Aeris with more than 15 years of technology investment banking, M&A and financial services industry experience.