Middle-market financial technology investment bank is looking for an SVP/Director. We offer superior transaction outcomes delivered with a level of expert service simply not available at other firms. Our services consist of sell-side and buy-side M&A, fundraising, and strategic advisory to technology companies in the insurance, capital markets and banking sectors. Our domain expertise and deep industry relationships have enabled us to build a strong track record of successful results for our clients, which include publicly held, private equity-backed, and family-owned and operated businesses. We leverage our unique positioning to provide our clients access to the right strategic and financial counterparties. The firm’s Managing Directors have built and exited their own technology businesses, and our competitive differentiators include meticulous execution and a highly consultative approach to engagement delivery.

 

Seeking an experienced Vice President to join our team in our Wellesley, MA headquarters. The right candidate is a highly motivated leader with 5+ years of investment banking experience, who is able to help lead challenging M&A transactions while contributing to the firm’s business development, sales, and marketing initiatives.

 

We view this as a long-term hire that will eventually have the option to buy into the firm.

 

 

Description:

 

As a Senior Vice President, you will be responsible for managing the day-to-day execution of a broad range of transaction types. This means managing multiple deals simultaneously, anticipating next steps, and becoming the Client’s trusted go-to person for daily interactions. You should be able to drive a process from beginning to end – pitch, pre-launch & marketing materials, due diligence, indications of interests and negotiations.

 

The role will involve the following:

• Responsibility for key execution deliverables (CIM, detailed financial pack, data room preparation, etc.)
• Preparing and delivering pitches
• Investment banking coverage of corporate and private equity clients, including pitching and structuring
• Playing key leadership roles in all aspects of the transaction process
• Taking primary responsibility for deal execution of transactions
• Mentoring and training analyst and associate level bankers
• Maintaining client relations during the deal execution period
• Initiating new client relationships and expanding a business franchise within the Fintech sector. Focus on the middle market, and advise on transactions in the $50 – $250 million range

   

  Requirements:

• Must have 5+years of investment banking/M&A experience
• Fintech (tech-enabled services and software) experience required
• Middle Market transaction experience is preferred
• Sell-side M&A transaction experience
• Excellent analytical and modeling skills
• Strong client management skills
• Team player and ability to work independently as well
• Strong technical and communication skills

Posted On: Monday, November 30, 2020