Alan Mitchell
Investment Banking Senior Associate - TMT
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Investment Banking Senior Associate – TMT
The Firm
This is a fabulous opportunity to join a leading international investment bank in a period of growth, with a strong track record of completing successful M&A transactions across the mid-market.
My client is looking to hire an Investment Banking Senior Associate with a minimum of 6 years of M&A execution experience.
Key Responsibilities
- Lead transaction execution from start to finish — manage the full lifecycle of M&A, equity/debt capital raising, or other corporate finance transactions for technology clients. This includes working on live deals across multiple transactions concurrently.
- Be the main client contact on engagements — interface regularly with C-suite executives (CEOs, CFOs, Corporate Development leads) at client companies (public or private), acting as the principal day-to-day banker on the transaction.
- Prepare and deliver client materials — develop pitch decks, information memoranda, financial models, valuation analyses, and other transaction documentation. Presentations and deliverables must be of high quality, suitable for senior stakeholders.
- Perform financial analysis, valuation, and due diligence — lead or oversee valuation work (DCF, comparables, other relevant methods), financial modelling, and due diligence to support M&A or financing decisions.
- Originate / support deal sourcing and pitch development — while execution is often the primary focus, VPs will also assist (or lead, depending on level) in origination — building relationships, identifying potential mandates, contributing to pitch strategy and outreach to prospective clients or investors.
- Manage and mentor junior team members — supervise associates and analysts, review their work (models, decks), ensure quality control, set deadlines and manage workflow across multiple deals.
- Collaborate internally across product & coverage teams — coordinate with other parts of Stifel (e.g. ECM, debt capital markets, other sectors) when transactions require multi-product or cross-sector capabilities, leveraging the full resources of the firm.
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Qualifications & Experience
- Must have 6 years of M&A deal execution experience ideally from an investment bank, boutique advisory firm or Big 4 corporate finance/M&A team
- Proven experience with mid-market M&A transactions and working with high profile Private Equity clients including an understanding of the unique challenges and opportunities that come with this space.
- Experience in the Technology sector is desirable
- Must have exceptional oral and written communication abilities, with a focus on building rapport with clients and stakeholders from diverse backgrounds.
- Demonstrable experience managing multiple M&A workstreams simultaneously
- Strong financial acumen, capable of valuing companies based on financial profile, strategic fit, and market attractiveness
- Proactive, energetic, and enthusiastic; able to drive internal and transaction-related initiatives
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