We are a fast-growing software-focused middle market investment bank that advises companies on M&A strategies and capital raises. Our team is rapidly growing, highly collaborative, and driven by a commitment to excellence and results.
The Role
As a Vice President, you will be a key driver of client engagements—leading deal execution, managing teams, and working directly with founders, investors, and senior executives. This is a hands-on role where you will oversee the full lifecycle of transactions, from client engagement through closing, while mentoring Associates and Analysts and shaping the firm’s growth.
What You’ll Do
Lead Transactions: Partner with senior leaders to take ownership of M&A and capital-raising processes, managing all aspects of execution including diligence, modeling, valuation, and negotiations.
Develop Clients: Build and nurture relationships with entrepreneurs, investors, and strategic acquirers to drive new business opportunities.
Guide the Team: Supervise and mentor junior team members, ensuring top-quality work product and professional development.
Shape Strategy: Partner with senior leadership on pitch strategy, market positioning, and client presentations.
Deliver Excellence: Ensure materials, models, and communications are accurate, insightful, and presentation-ready.
What We’re Looking For
4–6+ years of investment banking or transaction advisory experience
Proven ability to manage clients, lead teams, and manage multiple workstreams under tight timelines
Strong technical skills, including financial modeling, valuation, and deal structuring
Excellent written and verbal communication skills with a client-first mindset
Numbers & Facts
Location
Scottsdale, Arizona
Skills
Channel Strategiesunmatched
Communication Skillsunmatched
Develop and Maintain Customersunmatched
Entrepreneurshipunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Transactionsunmatched
Investment Servicesunmatched
Leadershipunmatched
Mentoringunmatched
Mergers and Acquisitionsunmatched
Negotiation Skillsunmatched
Presentation/Verbal Skillsunmatched
Sales Managementunmatched
Sales Presentationunmatched
Team Lead/Managerunmatched
Team Playerunmatched
Writing Skillsunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.