Investment Banking Associate 1/2 Tech M&A (global middle market)

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

This is an opportunity to play a key role in the execution of M&A and strategic advisory transactions while working closely with senior bankers, clients, private equity sponsors, and other transaction stakeholders. The team has a highly active middle-market technology platform with broad expertise across software, fintech, tech-enabled services, cybersecurity, digital infrastructure, and other high-growth technology sectors.

Key Responsibilities

• Lead the execution of M&A and strategic advisory engagements, including sell-side, buy-side, recapitalization, and other corporate finance assignments.
• Manage key transaction workstreams, including due diligence, buyer and investor 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 sponsors, legal counsel, and other transaction stakeholders.
• Work closely with senior bankers to manage transaction processes and deliver high-quality client outcomes.
• Develop and maintain relationships with private equity firms, strategic acquirers, and technology executives.
• Mentor and manage Analysts, providing guidance on execution and supporting their professional development.
• Contribute to the continued growth of the Technology practice through sector expertise, market intelligence, and business development initiatives.

Preferred Sector Experience

The team is particularly interested in candidates with transaction experience across one or more of the following areas:

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

Qualifications

• 3–4 years of investment banking experience with significant M&A transaction execution experience.
• Prior experience within a Technology, TMT, Software, FinTech, or Tech-Enabled Services investment banking practice is strongly preferred.
• Demonstrated ability to independently manage multiple transaction workstreams and operate effectively in a fast-paced environment.
• Advanced financial modeling, valuation, and analytical skills.
• Strong understanding of software, technology, and recurring revenue business models.
• Excellent communication, presentation, and client management skills.
• Proven ability to lead, mentor, and develop junior bankers.
• Bachelor's degree required.

What the Team Offers

• The opportunity to join a nationally recognized and highly active Technology Investment Banking platform.
• Significant responsibility and direct exposure to senior clients, private equity sponsors, and strategic acquirers.
• A collaborative and entrepreneurial culture with a lean team structure and meaningful responsibility at the Associate level.
• Consistent deal flow across sponsor-backed, founder-owned, and growth-oriented technology companies.
• A clear path to Vice President and senior leadership for top performers.