Job Title: Managing Director – Software (B2B)
Location: San Francisco, CA

Overview:
We are a leading middle-market investment bank seeking a dynamic and experienced Managing Director to join our team in San Francisco. This role will focus on originating transactions and covering B2B software companies. The candidate should have a good network of founders, CEOs of bootstrapped companies. The ideal candidate will leverage their extensive industry expertise and network to drive growth and deliver exceptional value to clients.

Key Responsibilities:

• Business Development:

  • Identify and cultivate relationships with founders and CEOs of bootstrapped B2B software companies.
  • Develop and execute strategies to originate M&A and capital-raising opportunities within the software sector.
  • Build and maintain a robust pipeline of potential clients through networking, conferences, and industry events.

• Client Advisory:

  • Advise clients on strategic alternatives, including mergers and acquisitions, capital raises, and recapitalizations.
  • Provide market insights and strategic guidance tailored to the unique challenges of B2B software companies.
  • Establish and sustain trusted advisor relationships with key decision-makers.

• Transaction Execution:

  • Lead and oversee the entire deal lifecycle, from initial pitch through close.
  • Collaborate with internal teams to perform financial analysis, valuations, and due diligence.
  • Ensure timely and accurate execution of client deliverables, maintaining the highest standard of quality.

• Team Leadership:

  • Mentor and manage junior team members, fostering a culture of collaboration and excellence.
  • Partner with other Managing Directors and team leaders to support firm-wide growth initiatives.

Qualifications:

• Minimum of 10–15 years of experience in investment banking, corporate development, private equity, or a related field, with a focus on B2B software companies.
• Strong track record of originating and closing transactions in the middle market.
• Deep knowledge of the software sector, including market dynamics, valuation trends, and strategic drivers.
• Established network of founders, CEOs, and other key stakeholders within the B2B software space, particularly in bootstrapped organizations.
• Exceptional financial modeling, valuation, and analytical skills.
• Outstanding communication, negotiation, and interpersonal skills.
• Demonstrated ability to lead, mentor, and develop teams.
• Bachelor's degree required; MBA or other advanced degrees preferred.

What We Offer:

• A dynamic and entrepreneurial work environment.
• Competitive compensation package, including base salary, performance-based bonuses, and equity opportunities.
• Access to cutting-edge resources and a collaborative team dedicated to excellence in the middle market.
• Opportunity to work with industry-leading clients in the heart of the software ecosystem.

Application:
We encourage you to apply if you are passionate about partnering with innovative companies in the software sector and thrive in a high-performance environment.

 

 

 

 

 

 

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Posted On: Wednesday, January 29, 2025