A

Aeris Partners

M&A advisory for software and SaaS

Technology M&A Investment Banking Analyst

Full-Time
$110k - $125k/yr
Entry
Bachelor's
Boston, MA, USA
In Person
Finance & BankingInvestment Banking
No H1B Sponsorship

About the job

Requirements
  • Working knowledge of corporate finance, accounting, financial statements, and valuation methodologies.
  • Excellent verbal and written interpersonal and communication skills, including the ability to interact with corporate executives.
  • Proven analytical, research, and problem-solving skills.
  • Strong attention to detail.
  • Must be eligible to work permanently in the United States.
Responsibilities
  • Work closely with analysts and associates to develop 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 M&A strategy development discussions with senior M&A 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
  • Candidates with a GPA of 3.5 or higher are preferred.
  • Experience related to investment banking.
  • Exceptional academic performance.
  • Creative analytic thinking, finance, corporate strategy, and/or financial valuation and analysis.
  • Interest in the technology industry, including software.
  • Outstanding leadership skills.

About the company

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

Get referred to Aeris Partners

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • The June 2026 Los Angeles launch expands Aeris into dense West Coast software dealflow.
  • Sunwave's 2025 merger and 2025 Orchard sale show active transaction momentum.
  • Open analyst and associate roles in 2026 signal hiring ahead of more mandates.

What critics are saying

  • Aeris relies on a narrow senior-banker bench; rainmaker departures would immediately weaken coverage.
  • HCIT mandate flow faces fiercer competition from Raymond James, Harris Williams, and Baird.
  • One stalled platform sale or merger wipes fee revenue; boutique banks lack recurring income.

What makes Aeris Partners unique

  • Aeris dominates HCIT and software M&A, adding Brian Soloway from Raymond James in June 2026.
  • Its Boston, San Francisco, and Los Angeles footprint targets West Coast founder-led software sellers.
  • Recent mandates like Sunwave and Orchard Software prove credibility with private equity-backed healthcare software exits.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Professional Development Budget
  • Flexible Work Hours

Company News

Aeris Partners
Jun 1st, 2026
Aeris Partners hires Brian Soloway, Managing Director; expands Healthcare IT M&A advisory practice and launches Los Angeles office.

Aeris Partners hires Brian Soloway, Managing Director; expands Healthcare IT M&A advisory practice and launches Los Angeles office. BOSTON, MA (June 1, 2026) - Aeris Partners LLC ("Aeris Partners" or "Aeris"), a leading technology M&A investment bank with offices in Boston, San Francisco and Los Angeles, is pleased to announce Brian Soloway, Managing Director, has joined the firm's Healthcare IT advisory team. Soloway will support Aeris' ongoing HCIT advisory momentum and West Coast expansion, including the launch of the firm's Los Angeles office. "We are thrilled to welcome Brian to Aeris," said David Joncas, Managing Director and Co-Founder. "Brian's healthcare IT expertise, deep industry relationships, and proven M&A execution track record further enhance Aeris' ability to deliver best-in-class M&A outcomes for our clients." "Aeris has built a leading technology investment banking platform and Healthcare IT M&A franchise. The firm's team, track record and longstanding reputation for M&A excellence truly set it apart in the industry. I'm thrilled to join Aeris and look forward to contributing to the firm's next phase of growth," said Soloway. Soloway brings over 15 years of Healthcare IT M&A and strategic advisory experience to Aeris. Prior to joining the firm, Soloway was a Managing Director with Raymond James' Healthcare Investment Banking team, where he focused on healthcare technology and tech-enabled services. Prior to Raymond James, Soloway worked with Duff & Phelps' Healthcare Investment Banking group and previously, with Barclays and KPMG. Soloway holds an MBA from The University of Chicago Booth School of Business and a B.A. from Georgetown University. About Aeris Partners Aeris Partners, with offices in Boston, San Francisco and Los Angeles, provides best-in-class strategic M&A advisory and investment banking services to leading private equity, venture capital and founder-owned software and SaaS clients. Aeris leverages decades of software industry and M&A experience, data-driven strategic insight, a collaborative hands-on approach, and an unparalleled commitment to delivering exceptional M&A outcomes for each client. Aeris advisory services include transformational sell-side M&A, buy-side M&A, and growth equity recapitalizations spanning high-growth market verticals, including Healthcare IT (HCIT), Education (EdTech), Energy & Power, Financial Technology (FinTech), Government (GovTech), HR Tech, Pharma & Life Sciences Tech (PharmaTech), and Supply Chain (SCM), among others. For more information, please visit: aerispartners.com. Aeris Partners LLC is a registered broker-dealer and member of FINRA and SIPC.

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.