Investment Banking Senior Associate

Compensation

$145K Salary + Bonus (All-In Compensation Target of $250K-$300K)

The Senior Associate role at AGC Partners is a fast-paced, high-impact position designed for entrepreneurial individuals with a minimum of 3 years’ experience in sell-side software M&A execution.

• Deep understanding of AI & SaaS and broader software business models, including recurring revenue metrics (ARR, NRR, CAC, LTV, churn), go-to-market structures, and valuation methodologies.
• Proven deal execution experience, from drafting confidential information memoranda and management presentations to coordinating diligence and managing buyer interactions.
• Advanced financial modeling and analytical capabilities, including proficiency in operating models, customer retention models, and transaction / funds flow modeling.
• Exceptional communication and presentation abilities, with confidence in managing C-suite relationships and driving client discussions.
• Entrepreneurial mindset, with the ability to think strategically about positioning, value drivers, and potential buyer synergies.
• Collaborative team-first attitude with high integrity and a sense of humor.

• Own execution:
  Manage live deals from pre-launch through close, including financial analysis, due diligence coordination, and buyer interactions.
• Be the quarterback:
  Drive internal and external work streams, ensuring seamless coordination between clients, buyers, and the AGC team.
• Develop trusted client relationships:
  Lead calls with founders, CEOs, and CFOs throughout pre-marketing and diligence.
• Shape strategy:
  Participate in positioning discussions, draft key marketing materials, and analyze LOIs and term sheets.
• Mentor analysts:
  Guide and help train the junior team of Analysts, providing feedback, structure, and mentorship within AGC’s high-performing and supportive culture.