VP / Director / Managing Director

Position Overview:

H&P is representing a growing investment bank with a strong presence in the technology and software sectors in their search for a senior investment professional ( Vice President / Director / Managing Director ) to join its office in the San Francisco Bay Area. This is a senior leadership opportunity for a dynamic professional with extensive M&A and capital markets experience, a strong network, and a deep understanding of the tech ecosystem. As the firm expands its footprint and capabilities, this individual will play a critical role in deal origination, client relationship management, and transaction execution.

The ideal candidate brings 5+ years of experience in investment banking for a VP, 7-8 years for a Director, or 12+ years experience for a Managing Director, with a strong track record of leading transactions, managing client engagements, and developing junior talent. Experience in the technology or digital services vertical is preferred but not required. This is a high-impact role for someone who thrives in a fast-paced, entrepreneurial environment and is ready to drive growth across the platform.

Key Responsibilities:

Client Coverage & Origination:

Build and maintain strong relationships with C-level executives, private equity sponsors, and strategic buyers within the technology and digital services space.

Proactively originate and pitch new business opportunities, including sell-side M&A, buy-side advisory, capital raises, and strategic advisory mandates.

Lead the development and delivery of tailored pitch materials and strategic ideas for prospective and existing clients.

Transaction Leadership & Execution:

Oversee all aspects of live transactions, including due diligence, valuation, financial modeling, and negotiation of key terms.

Serve as the primary point of contact for clients, attorneys, accountants, and other external stakeholders throughout the deal process.

Drive deal teams to execute engagements efficiently while maintaining exceptional quality and accuracy.

Strategic Insight & Sector Expertise:

Maintain a deep understanding of industry trends, emerging technologies, and the competitive landscape across technology and digital services sectors.

Lead the development of sector-specific insights and proprietary content to support client engagements and business development initiatives.

Act as a thought leader both internally and externally, contributing to the firm’s positioning and visibility in the market.

Team Leadership & Talent Development:

Mentor and develop junior bankers through hands-on training, feedback, and performance coaching.

Collaborate with senior leadership on recruiting, staff development, and organizational strategy.

Foster a collaborative and high-performance culture aligned with the firm’s values and long-term goals.

Qualifications:

Education: Bachelor’s degree or higher from a reputable university in Economics, Finance, Management or a related field.

Experience: 5+ years relevant investment banking experience for a VP, 7-8 years for a Director, or 12+ years for a Managing Director, with a demonstrated track record of successful M&A and/or capital markets transactions.

Proven ability to originate, lead, and close complex transactions in a client-facing role.

Strong financial acumen, analytical rigor, and strategic thinking capabilities.

Deep understanding of transaction structuring, negotiation, and process management.

Excellent communication and presentation skills, with the ability to interface credibly with senior executives and board members.

Entrepreneurial mindset with the ability to work independently and take initiative in a growth-oriented environment.

Experience or strong interest in the technology and digital services sectors is highly advantageous.

Compensation:

A competitive compensation package is offered, including base salary, performance-driven bonus, and comprehensive benefits.