Vice President of Investment Banking

2 weeks ago


California, United States Presidio Technology Partners Full time

Vice President of Investment Banking - Focus on Technology and Software Services

Presidio Technology Partners is in search of a Vice President to enhance our Technology investment banking division. This role is pivotal within our organization, offering a unique opportunity to work in a dynamic and high-performing environment.

About Presidio Technology Partners

As a prominent boutique investment bank, Presidio specializes in providing corporate finance advisory services to rapidly growing firms across North America. Our expertise lies in merger and acquisition advisory, recapitalization, and capital raising services, particularly within the technology and software sectors. Our team is well-versed in various verticals, with a strong emphasis on transportation SaaS.

In recent years, we have successfully completed over 20 transactions in the transportation SaaS sector, establishing a robust pipeline for future opportunities. Our track record has garnered us recognition within the industry, reflecting our commitment to excellence.

Key Responsibilities

The Vice President will play a crucial role in our team, engaging in live deal execution and providing mentorship to junior bankers. The position entails:

  • Leading client management and deal execution, overseeing a team of associates and analysts throughout the deal lifecycle.
  • Creating compelling marketing materials, including pitches and valuation presentations.
  • Developing and maintaining intricate financial models, with a strong focus on SaaS metrics and KPIs.
  • Conducting thorough valuation analyses and industry research to support deal strategies.

Qualifications and Skills

Ideal candidates will possess strong leadership qualities, a collaborative spirit, and exceptional communication skills. The following qualifications are preferred:

  • A degree in business, economics, accounting, or a related field.
  • A minimum of 5 years of experience in technology investment banking, with a proven record of managing complex transactions.
  • Proficiency in financial statement analysis and financial modeling.
  • Strong analytical and quantitative skills, along with advanced knowledge of Microsoft Excel and PowerPoint.
  • A commitment to professional growth and the ability to thrive in a fast-paced environment.

If you meet these criteria, we encourage you to consider this opportunity.

Compensation

The anticipated base salary range for this position is between $225,000 and $275,000 annually, contingent upon experience and deal execution history.



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