Investment Banking Associate Tech M&A

Our Client, a global advisory firm, is seeking an experienced Associate to join its Technology Investment Banking team in New York.

The role offers significant client interaction, transaction leadership, and exposure to a highly active middle‑market technology platform with a strong presence across software, fintech, tech‑enabled services, cybersecurity, and digital infrastructure.

• Lead the execution of M&A transactions, including sell‑side, buy‑side, recapitalization, and strategic advisory assignments.
• Manage all aspects of transaction processes, including due diligence, buyer outreach, process coordination, valuation analysis, and negotiation support.
• Oversee the preparation of client presentations, marketing materials, financial models, valuation analyses, and board materials.
• Serve as a primary day‑to‑day contact for clients, private equity investors, legal counsel, and other transaction stakeholders.
• Develop and maintain relationships with private equity firms, strategic acquirers, and technology executives.
• Mentor, train, and manage Analysts, ensuring high‑quality execution and professional development.
• Contribute to the continued growth of the Technology practice through sector expertise, market intelligence, and thought leadership.

The team is particularly interested in candidates with experience advising companies within:

• Software / SaaS
• Fin Tech
• Tech‑Enabled Services
• Cybersecurity
• Data & Analytics
• Digital Infrastructure
• IT Services
• Internet & Digital Commerce
• Artificial Intelligence & Emerging Technologies

• 2‑3+ years of investment banking experience, including substantial M&A transaction execution experience.
• Prior experience within a Technology, TMT, Software, Fin Tech, or Tech‑Enabled Services investment banking practice.
• Demonstrated ability to independently manage multiple transaction work streams simultaneously.
• Advanced financial modeling, valuation, and analytical capabilities.
• Strong understanding of software and recurring revenue business models.
• Excellent communication, presentation, and client management skills.
• Proven leadership experience managing and developing junior bankers.
• Bachelor's degree required.

• Opportunity to work alongside a nationally recognized Technology Investment Banking platform.
• Significant responsibility and direct exposure to senior clients and sponsors.
• Collaborative, entrepreneurial culture with a lean team structure.
• Consistent deal flow across sponsor‑backed and founder‑owned technology companies.
• Clear path toward VP and senior leadership advancement for top performers.