Investment Banking Managing Director
Managing Director, Technology Investment Banking
Location: San Francisco, CA | Tampa, FL | Nashville, TN
A premier middle-market investment bank is seeking an experienced Managing Director to join and help expand its Technology Investment Banking practice. The firm advises founder-owned, private equity-backed, and public companies on mergers & acquisitions, capital raising, and strategic advisory assignments across the technology, healthcare, industrials, business services, financial services, and consumer landscapes.
The platform has developed a strong reputation for delivering exceptional outcomes to clients, combining deep industry expertise with a highly collaborative culture, the firm provides senior bankers with the autonomy, resources, and execution support needed to build and grow a successful advisory practice.
The Opportunity
The Managing Director will be responsible for originating new business opportunities, leading client engagements, and serving as a trusted advisor to technology executives, entrepreneurs, boards, and private equity investors. The successful candidate will leverage an established network within the technology ecosystem to drive transaction activity while working closely with a dedicated team of execution professionals.
This opportunity is ideal for a senior technology banker seeking a platform with strong momentum, significant growth ambitions, and a culture that rewards entrepreneurship and collaboration.
Key Responsibilities
- Originate and execute M&A, recapitalization, and capital raising transactions within the technology sector
- Develop and maintain relationships with founders, CEOs, private equity investors, venture-backed companies, and corporate development leaders
- Advise clients on strategic alternatives, growth initiatives, acquisitions, divestitures, and financing opportunities
- Lead transaction execution from engagement through closing
- Mentor and develop junior bankers across the practice
- Represent the firm across industry conferences, networking events, and technology-focused forums
- Contribute to practice growth initiatives and help expand the firm's franchise within targeted technology verticals
Target Sector Coverage
The role will focus on one or more of the following verticals:
- Technology
- Tech Services
- Software & SaaS
- Vertical Software
- IT & Digital Services
- Managed Service Providers (MSPs)
- Cybersecurity
- Cloud & Infrastructure Services
- Data & Analytics
- Technology-Enabled Business Services
- FinTech
- AI & Automation Solutions
- Enterprise Software
- Communications & Digital Infrastructure
Qualifications
- 10+ years of investment banking experience, including significant technology sector coverage
- Proven track record sourcing and closing middle-market transactions
- Deep relationships across founders, management teams, private equity sponsors, corporate development groups, and technology investors
- Demonstrated success generating fee revenue and developing new client relationships
- Strong understanding of software business models, recurring revenue metrics, and technology industry dynamics
- Exceptional presentation, negotiation, and relationship management skills
- Bachelor's degree required; MBA and other advanced credentials are a plus
Why Join?
- Established platform with a growing national Technology Investment Banking franchise
- Significant investment in the technology sector and commitment to long-term growth
- Dedicated analyst and associate execution support
- Entrepreneurial environment with substantial autonomy for senior producers
- Attractive compensation structure with meaningful upside tied to performance
- Ability to shape the future direction of the technology practice and build a market-leading franchise
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