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AQ Technology Partners

Advises middle-market software M&A and financing

Investment Banking Director

Investment BankingConfirmed live in the last 24 hours
Full-timeRedwood City, CA, USANo salary listedIn-person

About the Job

Requirements

  • A minimum of 6 years of M&A experience and/or multiple years of relevant investment banking experience is required, with a strong preference for technology sector coverage and experience.
  • An MBA or undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics), or Liberal Arts from a top-tier school is required.
  • Demonstrated capability to lead, manage, and mentor teams is required.
  • Strong organizational, execution, and time-management skills are required.
  • Strong communication and presentation skills in both large and small group settings are required.
  • Exceptional critical-thinking and problem-solving ability is required.
  • Proven quantitative and technical skills, including strong knowledge of Excel and PowerPoint, are required.
  • U.S. work authorization is required.
  • FINRA Series 63 and 79 registration is required.

Responsibilities

  • Partner with senior partners to provide clients with M&A, growth equity, and strategic advisory services.
  • Build and maintain relationships with senior client executives and serve as the day-to-day client contact for questions, comments, input, and transaction-related matters.
  • Manage the transaction team and its development of qualitative and quantitative analyses in support of transaction execution.
  • Participate in selling and pitching the firm's services and products to clients and prospects, using knowledge of sector trends and clients' strategic direction to win business.
  • Develop and deliver presentations in support of new business development.
  • Manage industry sector coverage initiatives for key software subsectors.
  • Maintain a positive and supportive firm culture focused on effective client service.
  • Serve as the lead on-the-job trainer for VPs, associates, and analysts.

About the Company

AQ Technology Partners

Advises middle-market software M&A and financing

AQ Technology Partners is a boutique investment bank that helps mature and growth software companies with middle-market M&A and capital raising. It advises on selling a business, buying another, or raising debt or equity to finance growth. The process involves identifying targets or buyers, valuing the company, structuring deals, negotiating terms, coordinating due diligence, and guiding the transaction to close. The company differentiates itself by specializing in software and middle-market transactions, offering hands-on, tailored advice, deep industry knowledge, and a close, independent relationship with clients (unbound by large-bank constraints). Its goal is to help software companies maximize value in strategic exits or fundraising to support growth and future success.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Redwood City, CA
Founded
2019

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