What are the responsibilities and job description for the VICE PRESIDENT, M&A ADVISORY position at Software Equity Group?
Job Title : Vice President, M&A Advisory
Company : Software Equity Group (SEG)
Location : Encinitas, CA
Website : https : / / softwareequity.com
Company Overview :
Software Equity Group (SEG) is a leading M&A advisory firm with over 30 years of experience specializing in advising software and SaaS companies. We provide high-touch M&A services, helping companies position themselves for potential buyers, create a market of qualified buyers, and negotiate to maximize transaction value.
Role Summary :
We are seeking an experienced and ambitious Vice President to lead deal execution, client management, and team development within our San Diego-based team. This high-visibility role comes with significant upward mobility for the right candidate. As a Vice President, you will be responsible for overseeing the full lifecycle of transactions, ensuring quality deliverables, building strong client relationships, and mentoring junior team members.
Key Responsibilities :
Deal Execution & Client Management
- Manage and execute client transactions from start to finish, maintaining high levels of client satisfaction and meeting project milestones.
- Lead the preparation and delivery of critical deal documents, including Confidential Information Memoranda (CIM), buyer lists, financial models, and client presentations.
- Facilitate key client calls and prepare clients for buyer meetings, due diligence calls, and management presentations.
Team Development & Mentorship
Networking & Relationship Building
Qualifications :
Advanced knowledge of accounting, finance, and economics
Strong analytical / quantitative and technical abilities
Excellent verbal and written communication skills
Strong public speaking and presentation skills
Proficiency working in a fast-paced career and ability to manage multiple deliverables simultaneously
Extensive financial modeling and valuation experience
Preferred Skills :
Experience : Minimum 4-5 years of prior sell-side M&A experience within the software industry, ideally with deals ranging from $50M to $500M.
Education : MBA preferred, but not required.
Location Requirement : This position is based in Encinitas, CA, with an expectation to work onsite at our office three days per week.
Track Record : Proven record of leading successful transactions and sourcing clients; applicants should be prepared to provide a deal list and client references.
Skills : Excellent interpersonal and leadership skills, with strong negotiation and communication abilities.
Professionalism : Ability to work independently and collaboratively, handling high-visibility projects with dedication and discretion.
How to Apply :
Please send your resume, cover letter, a list of deals led, and client references to ACole@SoftwareEquity.com.
About SEG :
Learn more about Software Equity Group and our mission to deliver exceptional M&A advisory services : https : / / softwareequity.com
This is an exciting opportunity to lead within a top-tier firm, drive high-impact transactions, and grow your career with SEGs team of superstars!
