Investment Banking Managing Director - Technology
Overview
ABOUT US
Our client is a forward-thinking, impact-driven investment banking firm committed to achieving outstanding results for private, family, and founder-owned businesses. We foster a dynamic and energetic environment for top-tier finance professionals. With a strong emphasis on integrity and core values, we offer comprehensive investment banking services to non-sponsor-backed companies nationwide, operating from multiple major city offices.
WHO WE NEED
We are looking for a Head of Technology - Managing Director based in Chicago, Denver, New York, or Omaha to join our innovative middle-market investment banking team. This role combines competitive compensation, an entrepreneurial mindset, and purpose-driven work. As a pioneering impact investment bank, we prioritize the prosperity of our people, clients, and communities, promoting a fast-paced, culture-centric environment where every team member's voice is heard. If you're ready to drive new business, manage client engagements, close deals, and mentor junior staff, this is your chance!
WHO WE'RE NOT LOOKING FOR
We are not interested in:
- Individuals with big egos - we value humility and teamwork.
- Lone wolves - collaboration and relationship-building are key.
- Those looking to simply maintain a license - we aim to build something greater.
- Anyone resistant to growth, learning, and continuous improvement.
QUALIFICATIONS
- Proven experience in middle-market M&A and/or capital advisory within the technology sector, with strong client relationship skills and a broad network.
- A history of executing and leading transactions in software, SaaS, IT services, cybersecurity, fintech, or other technology sectors.
- Over 10 years of investment banking experience, known for work ethic, integrity, and professionalism.
- Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and dynamic culture.
- A Bachelor's Degree is required; an advanced degree is preferred.
RESPONSIBILITIES
- Drive business development by promoting our full range of investment banking services.
- Utilize and expand your relationships in the technology ecosystem to generate and close new deals.
- Lead transactions across various technology subsectors, from initial pitch to closing, showcasing exceptional execution, negotiation, and closing skills.
- Maintain and manage client relationships, advising on corporate finance strategies and communicating complex financial information clearly and effectively.
- Mentor junior staff, participate in industry events for exposure, and act as a strategic advisor to clients, guiding them through high-stakes M&A and capital-raising decisions.
- Play a key role in shaping the future of our firm.
WORK ENVIRONMENT
Prepare to be challenged and rewarded for your leadership, technical expertise, and innovative ideas. We have a vibrant office culture that thrives on collaboration, creativity, and team spirit - with in-office work from Monday to Thursday and remote work on Fridays.
Ready to make an impact? Apply today.
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.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.