Investment Banking Associate

Job Description

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About the Role

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Everet Marsh is connecting with talented investment banking professionals in Tampa for potential opportunities with a specialist technology-focused M&A advisory firm. The ideal candidate will have strong transaction execution experience, particularly across software, SaaS, IT services, FinTech or broader technology sectors.

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Responsibilities

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• Support and execute buy-side and sell-side M&A transactions.
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• Build and maintain financial models, including DCF, LBO and comparable company analyses.
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• Prepare confidential information memoranda (CIMs), management presentations and pitch materials.
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• Conduct market research, company valuations and strategic analysis.
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• Coordinate due diligence processes and communicate with clients, buyers and investors.
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• Work directly with senior bankers throughout the transaction lifecycle.
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Qualifications

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• Bachelor's degree required; MBA or CFA qualifications advantageous.
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Required Skills

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• 2–6 years of experience in investment banking, M&A advisory or corporate finance.
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• Previous transaction execution experience, preferably in technology M&A.
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• Strong financial modelling, valuation and analytical skills.
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• Experience preparing transaction documentation and managing due diligence.
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• Excellent communication and presentation skills.
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• Denver-based candidates preferred.
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Preferred Skills

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• Candidates from boutique investment banks, middle-market advisory firms or technology-focused M&A teams are particularly encouraged to connect.
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• Experience with SaaS, enterprise software, IT services, FinTech or digital infrastructure transactions would be highly relevant.
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About the Company

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Interested?For a confidential discussion, please contact: Nikita Voyevoda Consultant | Everet Marsh View email address on ziprecruiter.com

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