Summer 2026

Technology M&A Investment Banking Intern

Aeris Partners

Aeris Partners

11-50 employees

M&A advisory for software and SaaS

Compensation Overview

$84.13/hr

San Francisco, CA, USA

In Person

Category
Finance & Banking (1)
Required Skills
Investment Banking
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • Must be eligible to work permanently in the United States.
Responsibilities
  • Participate meaningfully in all aspects of transaction development and execution
  • Work directly with client management teams, board members, stakeholders and buyers throughout all phases of transaction advisory and execution
  • Actively engage and present in client and prospect meetings
  • Coordinate and support due diligence activities
  • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends
Desired Qualifications
  • MBA candidate from top-tier programs; exceptional academic performance
  • Exceptional work ethic – self-starter, driven and hard working with a passion for excellence
  • Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
  • Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
  • Creative and entrepreneurial mindset; ability to multitask and manage time effectively
  • Excellent analytical, research, and problem-solving skills
  • Ability to develop business expertise in technology and software; passion for technology
  • Unwavering commitment to conducting business with the highest degree of integrity and professionalism
  • High level of attention to detail
  • Outstanding leadership skills with an ability to manage and mentor junior professionals
  • Positive, can-do attitude, enthusiastic team player
  • Ability to excel in a fast-paced and challenging work environment

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.

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

Your Connections

People at Aeris Partners who can refer or advise you

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.