Associate Director/Director Investment Banking - Enterprise Technology

• Competitive Package
• Growth Opportunities

About Our Client

Full-service investment banks

Job Description

Business Development & Deal Origination

• Source and secure investment banking opportunities within the U.S. enterprise technology sector, covering M&A transactions (primarily sell-side, with select buy-side engagements), private equity and venture capital advisory, as well as equity and debt fundraising mandates.
• Establish and maintain strong relationships with senior executives, founders, private equity and venture capital investors, family offices, and strategic acquirers throughout North America.
• Identify and capitalize on cross-border opportunities within the technology ecosystem, including outbound acquisitions by technology companies, software and IT services companies seeking strategic partnerships, investments, or exit opportunities in the U.S.
• Represent clients at industry conferences, investor events, and technology-focused forums to strengthen market presence and generate new business opportunities.

Industry Coverage & Market Insights

• Build and sustain deep expertise across key enterprise technology segments, including SaaS, cloud and infrastructure software, cybersecurity, data analytics, artificial intelligence and machine learning, IT services, and digital transformation solutions.
• Monitor and analyze M&A activity, valuation trends, financing markets, and strategic developments within the U.S. technology sector to support client engagement and business development efforts.
• Develop high-quality industry research, sector reports, market mapping exercises, and pitch materials for prospective clients and internal stakeholders.

Transaction Execution & Deal Management

• Work closely with teams to facilitate efficient cross-border transaction execution and leverage the firm's established network of strategic and financial investors.
• Lead all phases of transaction execution, including preparation of CIMs, management presentations, financial models (DCF, LBO, public and precedent transaction analyses), valuation assessments, and transaction structuring.
• Manage investor and buyer processes, including outreach activities, confidentiality agreements, management meetings, due diligence coordination, negotiations, and final transaction closing.
• Mentor and oversee Associates and Analysts on active engagements, ensuring strong analytical standards and exceptional client deliverables.

The Successful Applicant

Professional Experience

• Over 8 years of investment banking experience, with years dedicated to technology-focused M&A and advisory engagements in the U.S. market.
• Proven success in originating, leading, or significantly contributing to completed M&A, private equity advisory, and capital markets transactions within the enterprise software and IT services sectors.

Technical Expertise

• Advanced financial modeling skills, including DCF, LBO, accretion/dilution analysis, sum-of-the-parts valuation, and complex scenario modeling developed from first principles.
• Strong understanding of enterprise software business models, SaaS performance metrics (ARR, NRR, CAC/LTV, Rule of 40), and technology sector valuation methodologies.

Industry Network

• Well-established relationships with founders, C-suite executives, corporate development leaders, and private equity/venture capital professionals across the U.S. enterprise technology landscape.

Personal Attributes

• Entrepreneurial and highly self-motivated, with the ability to build and expand a franchise within a growing platform while operating independently in a lean environment.
• Commercially driven, with strong business development instincts and a genuine passion for fostering cross-border opportunities.
• Exceptional communication and presentation skills, capable of engaging effectively with boards of directors, private equity partners, founders, and executive leadership teams.
• Naturally curious about enterprise technology, market dynamics, and the transformative impact of AI and software on global businesses.
• Collaborative leader committed to mentoring junior team members while fostering a culture of excellence, professionalism, and integrity.

What’s on Offer

Competitive Package

Contact

Darin Chen

Quote job ref

JN-072026-7073430