Analyst, M&A Advisory

Software Equity Group (SEG) is a leading M&A advisory firm with over 30 years of experience specializing in advising software and SaaS companies. We provide high-touch M&A services, helping companies position themselves for potential buyers, create a market of qualified buyers, and negotiate to maximize transaction value. We are seeking an entry-level Analyst to join our fast-growing team. The individual will benefit from SEG’s established brand within the software industry, an array of tools SEG has invested in to assist in driving successful M&A efforts and collaboration with other individuals on the deal execution team. The role offers a unique opportunity to learn about the software industry and investment banking field, while working in a fun / team-oriented environment. Key Responsibilities Assist in the research, preparation, and authorship of critical deal documents, including Confidential Information Memoranda (CIM), financial models, and client presentations. Contacting and screening prospective strategic buyers and investors. Facilitate key client calls and prepare clients for buyer meetings, due diligence calls, and management presentations. Maintaining CRM and M&A transaction databases. Work with senior deal team members to prepare for buyer calls, and to prepare clients for buyer calls. Qualifications Proficiency in client communications, deal documentation, and data room management. Knowledge of accounting, finance, and economics. Strong analytical/quantitative and technical abilities. Excellent verbal and written communication skills. Ability to work in a fast-paced environment and ability to manage multiple deliverables simultaneously. Preferred Skills Location Requirement: This position is based in Encinitas, CA, with an expectation to work onsite at our office three days per week. Excellent interpersonal and leadership skills, with strong negotiation and communication abilities. Ability to work independently and collaboratively, handling high-visibility projects with dedication and discretion. Financial modeling and valuation experience preferred but not required. How to Apply Please send your resume and cover letter to acole@softwareequity.com. Learn more about Software Equity Group and our mission to deliver exceptional M&A advisory services: https://softwareequity.com #J-18808-Ljbffr