Aeris Partners

M&A advisory for software and SaaS

Technology M&A Investment Banking Associate

Investment BankingConfirmed live in the last 24 hours

Full-timeSan Francisco, CA, USA$175k - $225k /yr

About the Job

Requirements

Candidates should have experience in corporate finance, corporate strategy, or financial valuation and analysis.
Candidates must have exceptional work ethic and a passion for the technology industry.
Candidates must have strong academic credentials and demonstrated leadership qualities.
Candidates must have excellent verbal and written interpersonal and communication skills, including the ability to develop rapport with team members and existing and potential clients.
Candidates must have strong knowledge of corporate finance, accounting, financial statements, and valuation methodologies.
Candidates must be able to multitask and manage time effectively.
Candidates must demonstrate integrity and professionalism.
Candidates must have a high level of attention to detail.
Candidates must be eligible to work permanently in the United States.

Responsibilities

Participate meaningfully in all aspects of transaction development and execution.
Work with the Aeris team and lead development of process deliverables, including pitch materials, operating and valuation models, and management presentations.
Engage with client management teams, board members, stakeholders, and buyers throughout all phases of transactions.
Develop expertise in relevant technology industry sectors and communicate technology industry and company trends.
Manage and mentor junior professionals.

Desired Qualifications

MBA candidate from a top-tier program with exceptional academic performance, or promotion from Analyst to Associate with excellent work experience and references.
Demonstrate a creative and entrepreneurial mindset.
Maintain a positive, enthusiastic, team-oriented approach and excel in a fast-paced and challenging work environment.

Salary Range: 175000 to 225000 (Currency: USD) (Pay period: per-year-salary)

About Aeris Partners

Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.

Associate Job Description

We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms.

Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Please note that training and onboarding may occur in our Boston, MA, office.

Specific responsibilities include:

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

Desired skills and experience:

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

About the Company

Aeris Partners

M&A advisory for software and SaaS

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: Not listed
Total funding: Not listed
Headquarters: Cambridge, MA
Founded: 2010

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