Analyst, M&A Advisory

Software Equity Group (SEG) is a leading M&A advisory firm with over 30 years of experience specializing in advising software and SaaS companies. We provide high-touch M&A services, helping companies position themselves for potential buyers, create a market of qualified buyers, and negotiate to maximize transaction value.

We are seeking an entry-level Analyst to join our fast-growing team. The individual will benefit from SEG’s established brand within the software industry, an array of tools SEG has invested in to assist in driving successful M&A efforts and collaboration with other individuals on the deal execution team. The role offers a unique opportunity to learn about the software industry and investment banking field, while working in a fun / team-oriented environment.

• Assist in the research, preparation, and authorship of critical deal documents, including Confidential Information Memoranda (CIM), financial models, and client presentations.
• Contacting and screening prospective strategic buyers and investors.
• Facilitate key client calls and prepare clients for buyer meetings, due diligence calls, and management presentations.
• Maintaining CRM and M&A transaction databases.
• Work with senior deal team members to prepare for buyer calls, and to prepare clients for buyer calls.

• Proficiency in client communications, deal documentation, and data room management.
• Knowledge of accounting, finance, and economics.
• Strong analytical/quantitative and technical abilities.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment and ability to manage multiple deliverables simultaneously.

• Location Requirement:
  This position is based in Encinitas, CA
  , with an expectation to work onsite at our office three days per week.
• Excellent interpersonal and leadership skills, with strong negotiation and communication abilities.
• Ability to work independently and collaboratively, handling high-visibility projects with dedication and discretion.
• Financial modeling and valuation experience preferred but not required.

Please send your resume and cover letter to

Learn more about Software Equity Group and our mission to deliver exceptional M&A advisory services: