Managing Director - Tech Boutique
Managing Director - Investment Banking (Technology Focus)
Location: San Francisco, CA
Firm Type: Boutique Investment Bank
About Us
Our client a leading boutique investment bank specializing in the technology sector. Our team provides high-touch advisory services to innovative companies across software, SaaS, fintech, and emerging tech verticals. With a reputation for deep industry expertise and exceptional client service, we deliver strategic solutions in M&A, capital raising, and growth advisory.
Role Overview
We are seeking an experienced Managing Director to lead and grow the technology investment banking practice. This is a senior leadership role responsible for driving deal origination, managing client relationships, and overseeing execution of complex transactions. The ideal candidate will have a strong track record in technology M&A and capital markets, combined with entrepreneurial drive and leadership skills.
Key Responsibilities
- Originate and execute high-value transactions in the technology sector (M&A, private placements, strategic advisory).
- Build and maintain strong relationships with C-suite executives, private equity firms, and venture capital investors.
- Lead deal teams, ensuring flawless execution and client satisfaction.
- Mentor and develop junior bankers, fostering a collaborative and high-performance culture.
- Contribute to strategic growth initiatives for the firm, including business development and market positioning.
Qualifications
- Minimum 10+ years of investment banking experience, with a focus on technology.
- Proven track record of originating and closing transactions in software, SaaS, fintech, or related sectors.
- Strong network of industry contacts and investor relationships.
- Exceptional leadership, communication, and negotiation skills.
- MBA or equivalent advanced degree preferred.
Why Join Apply?
- Entrepreneurial environment with significant autonomy and upside.
- Opportunity to shape the future of a growing boutique platform.
- Competitive compensation and partnership potential.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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