Investment Banking Vice President – Technology M&A

Job Description

Vice President, Technology Middle Market M&A | BMO U.S.

The Tone:
This is a full-time role at BMO U.S., located in the U.S. BMO U.S. operates as an integrated Capital Markets platform, driven by the purpose to Boldly Grow the Good in business and life for its customers, communities, and people. This role is pivotal in executing world-class M&A transactions and capital raising, providing expert technology industry insights to middle market clients and fostering their growth. It requires a leader who balances risk appetite with client needs while delivering creative, timely solutions.

The TL;DR
• Role: Mid-Senior Level
• Type: Full-time
• Location: U.S.

• Team: Works within the Capital Markets platform, collaborating with sector coverage partners and senior bankers.
• Mission: To provide deep technology industry expertise and M&A execution across a full suite of products to middle market clients, generating creative and client-focused solutions.

What You’ll Actually Do
• Deal Leadership: Lead all phases of M&A and Capital Raising deals, from initial pitch preparation and financial modeling to due diligence management and closing.
• Client Advisory: Provide high-impact advice to C-suite executives and Board members on financial strategies, valuation metrics, and industry trends.
• Relationship Management: Serve as the primary day-to-day contact for clients, counterparties, and third-party advisors throughout a transaction.
• Team Development: Mentor and supervise junior team members, ensuring the accuracy and timeliness of work while fostering their professional development.
• Business Origination: Support senior bankers in originating new business by identifying broader technology trends, cultivating prospects, and preparing thematic marketing materials.

The Must-Haves
• Background: Requires a post-secondary degree, preferably in finance, economics, or accounting with high academic achievement, or an equivalent combination of education and experience. This is a Vice President-level role focusing on technology middle market M&A.
• Experience: Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions, including some experience in a corporate lending environment developing business, with a total of typically 5-7 years of relevant experience.
• Skills: Deep domain knowledge of various technology subsectors, including enterprise software, tech-enabled services, and IT services, along with advanced deal execution and project management skills, and expertise in financial computer applications and database management tools.
• Bonus: An MBA, CFA, or equivalent experience in financial services, accounting, or legal fields is highly desired, along with relevant technology sector deal experience and relevant business services sector experience.