Managing Director

Position: Managing Director (Aug 2025)
Woodside Capital Partners is a global technology-focused investment bank headquartered in Palo Alto, with offices in London, Madrid, Los Angeles, and Dallas.

Since our founding in 2001, we’ve completed transactions totaling over $10 billion. Our team totals 30 people, half of whom are Managing Directors (MDs).70 percent of our current MD team has been with the firm for 4+ years.

We typically work with clients at any given time.

Our core business is advising emerging growth technology companies on M&A transactions—both sell-side and buy-side. We also support select clients with capital raises from strategic or financial investors. We operate at a unique intersection in tech: enabling large corporations to acquire or invest in world-changing startups, and helping entrepreneurs achieve liquidity or secure growth capital.

We are seeking a new Managing Director to join our team.

Key Responsibilities

Sector Expertise & Thought Leadership

Each WCP MD specializes in a technology sub-sector—such as enterprise software, cloud, AI, healthcare, semiconductors, cybersecurity, or IoT—and establishes themselves as a recognized M&A expert in that sector, including:

• Insight into competitive dynamics and valuation trends

• Credible engagement with CEOs, boards, and corporate development leaders

• Regular publishing of thought leadership (we distribute ~50 reports/year)

• Speaking at industry conferences

Deal Origination & Relationship Building

Successful MDs maintain and grow a robust pipeline of sector-specific prospects. This involves daily outreach to CEOs, CFOs, board members, and advisors, with the goal of engaging several new clients annually.

MDs are trusted advisors who guide CEOs and boards through complex, high-stakes decisions and partnerships. This requires:

• Strong interpersonal and communication skills

• Strategic judgment and objectivity

• Experience in legal, accounting, tax, regulatory, negotiation, and company positioning

• Ability to sell the client’s vision to prospective acquirors

M&A Process Leadership

WCP MDs lead tight, customized M&A processes. This includes:

• Positioning companies effectively for acquisition

• Presenting client narratives with clarity and precision, including crafting compelling materials

• Managing all stakeholders with transparency and discipline

• Negotiation expertise that manages both the economic and emotional dynamics of a deal process

The Firm

WCP provides multiple tools for MDs to build their businesses, including a respected tech investment banking brand built across 20+ years, a proven process for investment banking success, a collaborative and entrepreneurial team of high performing professionals, multiple data and AI platforms, a CRM platform, junior banker support, physical offices, FINRA compliance, onboarding support, and a management structure built with accountability and performance at top of mind.

Ideal Background

An ideal candidate has a passion for technology, and has the drive to initiate, manage, and close high-quality M&A transactions.

Additionally, an ideal candidate will typically bring two or more of the following:

• Hands on sell-side M&A experience in the tech industry

• CEO, founder, or board-level experience at a tech company with fundraising or exit experience

• Sales/business development experience with growth-stage technology companies

• Corporate development, strategy, or general management roles at larger tech companies

We welcome both previous/current investment banking professionals and high-performing executives from companies or investment firms within the tech industry to apply for the position.

Many of our most successful MDs had no previous investment banking experience upon joining WCP; if you are new to investment banking, we will help you come up-to-speed and develop your business as a world-class investment banker.

If you are currently working in investment banking and have a proven track record of engaging quality clients and completing transactions, you might consider our platform because most other MDs at WCP have deep operating backgrounds in tech, which is a key differentiator among prospective clients.

Additionally, unlike many other…