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Vice President, Technology Investment Banking (M&A)

Kaizen Equity Partners

Scottsdale, Arizona

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JOB DETAILS
SKILLS
Channel Strategies, Communication Skills, Develop and Maintain Customers, Entrepreneurship, Financial Analysis, Financial Modeling, Financial Transactions, Investment Services, Leadership, Mentoring, Mergers and Acquisitions, Negotiation Skills, Presentation/Verbal Skills, Sales Management, Sales Presentation, Team Lead/Manager, Team Player, Writing Skills
LOCATION
Scottsdale, Arizona
POSTED
30+ days ago

Vice President, Technology Investment Banking (M&A)

 
About Us

We are a fast-growing software-focused middle market investment bank that advises companies on M&A strategies and capital raises. Our team is rapidly growing, highly collaborative, and driven by a commitment to excellence and results.
 
The Role

As a Vice President, you will be a key driver of client engagements—leading deal execution, managing teams, and working directly with founders, investors, and senior executives. This is a hands-on role where you will oversee the full lifecycle of transactions, from client engagement through closing, while mentoring Associates and Analysts and shaping the firm’s growth.
 
What You’ll Do

  • Lead Transactions: Partner with senior leaders to take ownership of M&A and capital-raising processes, managing all aspects of execution including diligence, modeling, valuation, and negotiations.

  • Develop Clients: Build and nurture relationships with entrepreneurs, investors, and strategic acquirers to drive new business opportunities.

  • Guide the Team: Supervise and mentor junior team members, ensuring top-quality work product and professional development.

  • Shape Strategy: Partner with senior leadership on pitch strategy, market positioning, and client presentations.

  • Deliver Excellence: Ensure materials, models, and communications are accurate, insightful, and presentation-ready.
 
What We’re Looking For

  • 4–6+ years of investment banking or transaction advisory experience

  • Proven ability to manage clients, lead teams, and manage multiple workstreams under tight timelines

  • Strong technical skills, including financial modeling, valuation, and deal structuring

  • Excellent written and verbal communication skills with a client-first mindset

About the Company

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Kaizen Equity Partners