Investment Banking Associate – Growth Software M&A

Job Description

Investment Banking Associate | Alexander Chapman

The Tone:
This is a role at Alexander Chapman, an investment bank with a strong reputation for advising growth software companies, founders, financial sponsors, and strategic acquirers on complex M&A and capital markets transactions. The firm is known for its deep expertise in the software sector and its collaborative working environment. In this role, you will be instrumental in executing strategic M&A, private equity, and growth equity transactions, engaging directly with senior bankers and company leaders. You will gain significant responsibility and client exposure from day one, contributing to high-impact transactions across the software ecosystem.

The TL;DR
• Role: Early Career
• Location: In-person, New York, United States
• Mission: This person executes strategic M&A, private equity, and growth equity transactions for software companies.

What You’ll Actually Do
• Transaction Execution: Execute M&A, private equity, and growth equity transactions from initiation through closing.
• Financial Analysis: Develop and review detailed financial models, valuation analyses, and transaction materials.
• Project Leadership: Lead critical workstreams across live transaction processes.
• Client Advisory: Prepare client presentations, marketing materials, and strategic advisory analyses.
• Sector Research: Conduct industry, market, and company research within the software and broader technology sectors.

The Must-Haves
• Background: Investment banking experience with exposure to technology and software transactions, and a strong academic record.
• Experience: Strong financial modeling and valuation capabilities.
• Skills: Excellent analytical, communication, and presentation skills; ability to manage multiple priorities effectively in a demanding deal environment; entrepreneurial mindset with strong work ethic and attention to detail.
• Bonus: FINRA Series 63 and 79 registrations preferred.