Partner / Director - Investment Banking - IT, Software & Business Services

Capwise; Mumbai; On-site; INR 4,000,000 - 12,000,000; Full time

Job summary

Capwise seeks a Partner/Director to lead the IT, Software & Business Services practice, owning P&L, building origination pipelines, and driving revenue growth. You will price and win mandates and oversee fundraising and M&A transactions through your team, managing margins and delivery quality.

This role requires deep sector expertise, senior relationships with promoters and investors, and proven leadership to scale the advisory franchise across domestic and cross-border opportunities.

Qualifications

• MBA from a Tier-1 business school.
• CA or CFA charterholder.
• 15+ years of core investment banking experience.
• Proven track record of closing M&A and fundraising.
• Deep domain knowledge of IT services and SaaS businesses.

Responsibilities

• Own IT, Software & Business Services P&L and drive revenue budgets.
• Lead origination, pipeline, and win mandates for mandates.
• Oversee M&A and capital-raising transactions end-to-end.
• Lead delivery, due diligence, and documentation with legal teams.

Skills

Business development

P&L management

Negotiation

Legal documentation

Education

MBA from Tier-1 business school

Chartered Accountant (CA)

CFA charterholder

Job description

Capwise Financial Services Private Limited | Full time

Partner / Director - Investment Banking - IT, Software & Business Services

Capwise Group comprises Capwise Financial Services Private Limited (Investment Banking & Advisory), Capwise Finance Private Limited (RBI-registered NBFC), Capwise Wealth Management Private Limited, and Capwise Financial Product Distribution Private Limited - delivering integrated solutions across advisory, lending, wealth management, and financial distribution. Capwise Financial Services is the Group's investment banking and financial advisory arm, helping businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets.

Job Description

Weare seeking an experienced Partner /Director to lead our IT, Software & Business Services practice, covering ITservices and digital engineering, software and SaaS products, ER&D, BPM andbusiness process services, data and analytics, cybersecurity, IT infrastructureand cloud, and technology-enabled business services . This is a P&L-owning role. You willcarry the revenue budget for the sector, build and convert your own originationpipeline, price and win mandates, and be accountable for the profitability,resourcing, and growth of the practice.

You will own the technology and businessservices franchise end to end: cultivating relationships with promoters,boards, and financial sponsors; converting them into signed mandates oncommercially attractive terms; overseeing delivery of fund-raising and M&Atransactions through your team; and managing the revenue, cost, and marginoutcomes of the vertical.

KeyResponsibilities

1. P & Ownership & Business Development

• Revenue & P&L Ownership: Own the IT,Software & Business Services P&L — set and deliver the annualfee-revenue budget, manage the team cost base and deal expenses, and reportperformance and forecasts to the firm's leadership .
• Origination & Pipeline: Build and own aproprietary pipeline of promoters, corporates, family offices, and financialsponsors across the technology andbusiness services space, supplemented by the firm's central network andbalance sheet.
• Pitch to Win: Lead pitches and bake-offs,presenting deep technology andbusiness services sector insight and bespoke transaction strategies thatconvert prospects into signed clients.
• Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, EngagementAgreements, and fee structures, pricingmandates to protect the practice's margin and the commercial interestsof the firm.

2. Transaction Oversight & Delivery

• Transaction Management: Hold deliveryaccountability across the entire lifecycle of capital raising andM&A (buy-side, sell-side, joint ventures) transactions.
• Financial Modeling & Valuation: Supervise the creation of complex financialmodels, valuation analyses (DCF, comparable companies, precedent transactions),and investment thesis formulations.
• Collateral Preparation: Ensure the highest quality production of pitch books,Confidential Information Memorandums, Teasers, and Management Presentations.
• Data Room Management: Oversee Virtual Data Rooms (VDR), managing the flow ofinformation between clients, investors, and buyers.
• Due Diligence Coordination: Lead the financial, legal, tax, and commercial duediligence processes, actively resolving deal-breakers and bottlenecks.
• Definitive Documentation: Collaborate with legal counsels to negotiate and finalizeShare Purchase Agreements (SPA), Share Subscription Agreements (SSA),Shareholders' Agreements (SHA), and other definitive transaction documents.

4. Team Leadership & Stakeholder Management

• Team Building & Leadership: Hire,manage, mentor, and maximize the utilization and productivity of adedicated team of Vice Presidents, Associates, and Analysts within the IT, Software & Business Servicespractice .
• Client Management: Act as the primary, trusted advisor to C-suiteexecutives, boards, and promoters across the full relationship lifecycle,deepening wallet share and building a durable, repeat client base.

Requirements

Qualifications & Experience

• Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFAcharterholder.
• Experience: 15+ years of core investment banking experience within a reputed IB firm,institutional platform, or boutique advisory house, including substantialcoverage of IT services,software/SaaS, and businessservices clients.
• Track Record: A proven history of successfully closing mid-to-large cap M&Aand fundraising transactions. Must be able to demonstrate an extensive list ofclosed deals , together with evidenceof personally originated revenue and, ideally, prior ownership of a revenuebudget or practice P&L.
• Sector Expertise: Deep domain knowledge of technology and business services value chains (IT and digital services,software/SaaS, ER&D, BPM, data and analytics, cybersecurity, cloud andinfrastructure services), fluency in SaaS and services metrics (ARR, netrevenue retention, churn, Rule of 40, utilization and billing models),familiarity with the relevant data-privacy, export-control, and cross-borderdelivery regime, and active networks among strategic acquirers, PE/growth andtechnology-focused funds, and founder/promoter groups in the sector.
• Skills: Proven business -development andclient-origination ability, commercial and P&L management judgment(pricing, resourcing, cost control), master-level negotiation skills, strong understanding of legaldocumentation/deal structures, and sharp analytical acumen.