Investment Banking Associate

Everet Marsh; Denver (CO); On-site; USD 100,000 - 200,000; Full time

Job summary

Everet Marsh is seeking investment banking professionals in Denver with a focus on technology M&A advisory. The ideal candidate will bring 2–6 years of transaction execution experience across software, SaaS, IT services, FinTech or broader technology sectors.

Key responsibilities include supporting buy-side and sell-side transactions, building sophisticated financial models, and preparing CIMs and presentations for clients and investors.

Qualifications

• Bachelor's degree required; MBA or CFA qualifications advantageous.
• Strong financial modelling, valuation and analytical skills.
• Experience preparing transaction documentation and managing due diligence.

Responsibilities

• Support and execute buy-side and sell-side M&A transactions.
• Build and maintain financial models, including DCF, LBO and comparable company analyses.
• Prepare confidential information memoranda (CIMs), management presentations and pitch materials.
• Conduct market research, company valuations and strategic analysis.
• Coordinate due diligence processes and communicate with clients, buyers and investors.
• Work directly with senior bankers throughout the transaction lifecycle.

Skills

Financial modelling

Valuation

Analytical skills

Communication skills

Presentation skills

Due diligence

Education

Bachelor's degree

MBA

CFA

Tools

Microsoft Excel

Job description

Everet Marsh is connecting with talented investment banking professionals in Denver for potential opportunities with a specialist technology-focused M&A advisory firm. The ideal candidate will have strong transaction execution experience, particularly across software, SaaS, IT services, FinTech or broader technology sectors.

Responsibilities

• Support and execute buy-side and sell-side M&A transactions.
• Build and maintain financial models, including DCF, LBO and comparable company analyses.
• Prepare confidential information memoranda (CIMs), management presentations and pitch materials.
• Conduct market research, company valuations and strategic analysis.
• Coordinate due diligence processes and communicate with clients, buyers and investors.
• Work directly with senior bankers throughout the transaction lifecycle.

Qualifications

• Bachelor's degree required; MBA or CFA qualifications advantageous.

Required Skills

• 2–6 years of experience in investment banking, M&A advisory or corporate finance.
• Previous transaction execution experience, preferably in technology M&A.
• Strong financial modelling, valuation and analytical skills.
• Experience preparing transaction documentation and managing due diligence.
• Excellent communication and presentation skills.
• Denver-based candidates preferred.

Preferred Skills

• Candidates from boutique investment banks, middle-market advisory firms or technology-focused M&A teams are particularly encouraged to connect.
• Experience with SaaS, enterprise software, IT services, FinTech or digital infrastructure transactions would be highly relevant.