Vice President, Technology Investment Banking // Mergers and Acquisitions (M&A)

Responsibilities

• Work with the Portage Point Technology IB team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market technology clients primarily on domestic and cross-border M&A transactions
• Play an integral role on Technology IB deal teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, growth equity, private placements and other financial advisory services for clients
• Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation
• Create and present internal and external client deliverables
• Support the creation of client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors
• Aid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction  
• Provide professional development coaching to junior team members
• Share and manage best practices as well as lead internal trainings where required
• Support business development efforts within the tech ecosystem, including origination and relationship-building with founders, financial sponsors and strategic acquirors, while maintaining strong relationships with existing clients
• Maintain current knowledge of tech sector trends, financing activity and public and private market valuation benchmarks across various subsectors in software, tech and tech services
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
• Willing to go into the local Portage Point office four days a week
• Willing to work at client sites as needed
• Seven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred, with direct experience advising technology, software or tech services companies strongly preferred
• Genuine interest in and knowledge of the tech sector including emerging trends across software, tech services and AI
• Strong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables, with fluency in tech-specific valuation frameworks (e.g. revenue and ARR based valuation, SaaS unit economics, retention metrics)
• Series 79 and 63 licensing preferred or the ability to obtain within 120 days of employment
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives, tech founders, private equity and growth equity  firms, lenders, lawyers, middle managers and line workers
• Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Excellent written and verbal communication skills including strong e-mail etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit