Full-Time

Tech M&A Investment Banking Associate

Aeris Partners

Aeris Partners

11-50 employees

M&A advisory for software and SaaS

Compensation Overview

$175k - $225k/yr

Boston, MA, USA

In Person

Posting lists Boston onsite; SF office mentioned in description creates ambiguity.

Category
Finance & Banking (1)
Required Skills
Financial analysis
Requirements
  • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotions with excellent work experience and references
  • Experience in corporate finance, corporate strategy and / or financial valuation and analysis
  • Must be eligible to work permanently in the United States
Responsibilities
  • 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 Qualifications
  • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotions 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

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.

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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.