Associate Director/Director - Enterprise Technology

Competitive PackageGrowth OpportunitiesAbout Our ClientFull-service investment banksJob DescriptionBusiness Development & Deal OriginationSource and secure investment banking opportunities within the U.S. enterprise technology sector, covering M&A transactions (primarily sell-side, with select buy-side engagements), private equity and venture capital advisory, as well as equity and debt fundraising mandates.Establish and maintain strong relationships with senior executives, founders, private equity and venture capital investors, family offices, and strategic acquirers throughout North America.Identify and capitalize on cross-border opportunities within the technology ecosystem, including outbound acquisitions by technology companies, software and IT services companies seeking strategic partnerships, investments, or exit opportunities in the U.S.Represent clients at industry conferences, investor events, and technology-focused forums to strengthen market presence and generate new business opportunities.Industry Coverage & Market InsightsBuild and sustain deep expertise across key enterprise technology segments, including SaaS, cloud and infrastructure software, cybersecurity, data analytics, artificial intelligence and machine learning, IT services, and digital transformation solutions.Monitor and analyze M&A activity, valuation trends, financing markets, and strategic developments within the U.S. technology sector to support client engagement and business development efforts.Develop high-quality industry research, sector reports, market mapping exercises, and pitch materials for prospective clients and internal stakeholders.Transaction Execution & Deal ManagementWork closely with teams to facilitate efficient cross-border transaction execution and leverage the firm's established network of strategic and financial investors.Lead all phases of transaction execution, including preparation of CIMs, management presentations, financial models (DCF, LBO, public and precedent transaction analyses), valuation assessments, and transaction structuring.Manage investor and buyer processes, including outreach activities, confidentiality agreements, management meetings, due diligence coordination, negotiations, and final transaction closing.Mentor and oversee Associates and Analysts on active engagements, ensuring strong analytical standards and exceptional client deliverables.The Successful ApplicantProfessional ExperienceOver 8 years of investment banking experience, with years dedicated to technology-focused M&A and advisory engagements in the U.S. market.Proven success in originating, leading, or significantly contributing to completed M&A, private equity advisory, and capital markets transactions within the enterprise software and IT services sectors.Technical ExpertiseAdvanced financial modeling skills, including DCF, LBO, accretion/dilution analysis, sum-of-the-parts valuation, and complex scenario modeling developed from first principles.Strong understanding of enterprise software business models, SaaS performance metrics (ARR, NRR, CAC/LTV, Rule of 40), and technology sector valuation methodologies.Industry NetworkWell-established relationships with founders, C-suite executives, corporate development leaders, and private equity/venture capital professionals across the U.S. enterprise technology landscape.Personal AttributesEntrepreneurial and highly self-motivated, with the ability to build and expand a franchise within a growing platform while operating independently in a lean environment.Commercially driven, with strong business development instincts and a genuine passion for fostering cross-border opportunities.Exceptional communication and presentation skills, capable of engaging effectively with boards of directors, private equity partners, founders, and executive leadership teams.Naturally curious about enterprise technology, market dynamics, and the transformative impact of AI and software on global businesses.Collaborative leader committed to mentoring junior team members while fostering a culture of excellence, professionalism, and integrity.What’s on OfferCompetitive PackageContactDarin ChenQuote job refJN-072026-7073430Job summaryFunctionCFO & Financial ManagementSubsectorCFO & Financial Management SubsectorIndustryFinancial ServicesLocationNew YorkContract typePermanentConsultant nameDarin ChenJob referenceJN-072026-7073430Page ExecutiveDarin Chen Senior Research Associate Darin is a Research Business Analyst at Page Executive, supporting senior-level search within Financial Services and CFO practices. He specializes in identifying executive talent, delivering market mapping and intelligence across Finance, Banking, ...Read more about Darin ChenAbout Page ExecutivePage Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Platinum Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive.