Vice President Investment Banking

Firm Overview:

Our client is a software focused investment bank that was founded in early 2010s with over $40bn in total completed transactions. They focus on providing strategic advisory services to growth-stage and middle-market companies. With a particular emphasis on B2B software sub sectors such as healthcare IT and healthcare services sectors, the firm has developed a strong reputation for delivering high-impact M&A advisory and capital raising solutions. Their approach is meticulous and targeted, having closed more than 90% of the deals they are mandated on.

Position Overview:

The firm is seeking a high-performing Investment Banking VP to join its growing team, with a specific focus Healthcare IT advisory. This role offers the opportunity to play a key part in executing complex transactions and working closely with senior bankers and clients across strategic M&A and private capital engagements. You will gain deep exposure to the evolving landscape of healthcare technology while honing your transaction execution and advisory skills in a collaborative, fast-paced environment

Location

Boston

San Francisco

Key Responsibilities

Lead the execution of M&A and capital raise transactions within healthcare IT and B2B software

Develop and refine complex financial models, valuations (DCF, precedent transactions, comps), and client-ready materials

Conduct detailed industry, market, and company research to support strategic insights and deal positioning

Prepare and review pitch materials, confidential information memoranda (CIMs), and management presentations

Support due diligence processes and coordinate communication between clients, buyers, investors, and other advisors

Act as a key point of contact for client interactions and internal deal team communications

Qualifications

5-7 years of experience in investment banking, preferably with exposure to healthcare IT and broader technology sectors, mainly within software

Strong transaction experience in M&A (sell-side or buy-side) and/or private placements

Excellent financial modeling, valuation, and analytical skills

Bachelor’s degree in finance, economics, business, or a related field (MBA or advanced degree is a plus but not required)

Investors The Firm Has Worked With:

The Carlyle Group

Vista Equity Partners

Thoma Bravo

Accel-KKR

FTVRubicon Technology Partners

Platinum Equity