Full-Time
Tech M&A Investment Banking Full-Time Associate
San Francisco
Aeris Partners
11-50 employees
M&A advisory for software and SaaS
Compensation Overview
$175k - $225k/yr
San Francisco, CA, USA
In Person
Training/onboarding may occur at Boston, MA office.
MBA
 Finance & Banking (1) |
|---|
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- Experience in corporate finance, corporate strategy and/or financial valuation and analysis
- Exceptional work ethic, self-starter, driven and hard working with a passion for excellence
- Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
- Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
- Creative and entrepreneurial mindset; ability to multitask and manage time effectively
- 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 with the ability to excel in a fast-paced and challenging work environment
- Must be eligible to work permanently in the United States
- Participate meaningfully in all aspects of transaction development and execution
- Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more
- Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction
- Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends
- MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
- Exceptional work ethic – self-starter, driven and hard working with a passion for excellence
- Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
- Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
- Creative and entrepreneurial mindset; ability to multitask and manage time effectively
- 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 with the ability to excel in a fast-paced and challenging work environment
- Must be eligible to work permanently in the United States
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's Take
What believers are saying
- June 2026 Los Angeles launch expands access to West Coast software founders and sponsors.
- 2025-2026 client wins in Azara Healthcare, Orchard Software, and Technical Toolboxes validate demand.
- Aeris' 2026 healthcare IT hiring signals recruiting momentum and stronger pipeline for 2027.
What critics are saying
- Aeris depends on M&A volumes; a 2025-2026 slowdown cuts fee revenue fast.
- Rainmaker departures like Soloway would damage Healthcare IT coverage and client relationships immediately.
- Blackstone, Raymond James, and Houlihan Lokey squeeze boutiques; consolidation can erase Aeris' niche.
What makes Aeris Partners unique
- June 2026 Brian Soloway deepens Aeris' Healthcare IT M&A bench and West Coast reach.
- Aeris pairs sector specialization with exclusive advisor roles for Orchard Software and Technical Toolboxes.
- Boston, San Francisco, and Los Angeles offices support founder-owned software and SaaS mandates.
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Benefits
Professional Development Budget
Flexible Work Hours
Company News
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.
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
Gray Eklund joins Aeris with more than 15 years of technology investment banking, M&A and financial services industry experience.