Tech M&A Investment Banking Full-Time Associate, San Francisco

3 weeks ago


San Francisco, California, United States Aeris Partners Full time

Aeris Partners is a leading M&A investment bank serving the software, SaaS, and high-growth technology markets.

We advise top-tier technology-focused private equity and venture capital firms, as well as leading-edge entrepreneur-owned companies, on strategic mergers and acquisitions.

Aeris is renowned for its best-in-class approach to M&A execution, data-driven methodologies, exceptional M&A outcomes, and commitment to fostering a positive, collaborative, and inclusive firm culture.

Our transactions typically range from $200M to $2+ Billion, and we are a registered broker-dealer and member of FINRA and SIPC.

Associate Job Description

We are seeking experienced and highly motivated technology M&A investment banking Associates for our San Francisco office, starting Summer 2025.

As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and gain a deep understanding of the broader technology industry.

Associates will be actively involved in all aspects of the M&A process, from client development to transaction closing, and work closely with senior team members, client management teams, and leading technology-focused private equity and publicly-traded firms.

Key Responsibilities
  • Participate meaningfully in transaction development and execution
  • Work directly with client management teams, board members, stakeholders, and buyers throughout all phases of transaction advisory and execution
  • Actively engage and present in client and prospect meetings
  • Coordinate and support due diligence activities
  • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends
Desired Skills and Experience
  • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
  • Exceptional work ethic - self-starter, driven, and hard working with a passion for excellence
  • Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
  • Strong knowledge of corporate finance, accounting, financial statements, and valuation methodologies
  • Creative and entrepreneurial mindset; ability to multitask and manage time effectively
  • Excellent analytical, research, and problem-solving skills
  • Ability to develop business expertise in technology and software; passion for technology
  • Unwavering commitment to conducting business with the highest degree of integrity and professionalism
  • High level of attention to detail
  • Outstanding leadership skills with an ability to manage and mentor junior professionals
  • Positive, can-do attitude, enthusiastic team player
  • Ability to excel in a fast-paced and challenging work environment


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