Investment Banking Senior Associate

AGC Partners; Boston (MA); On-site; USD 250,000 - 300,000; Full time

Job summary

AGC Partners in Boston is seeking a Senior Associate for a fast-paced, high-impact sell-side software M&A role. The ideal candidate has 3+ years of deal experience and can drive deals end-to-end, coordinating diligence and buyer interactions.

The role requires deep knowledge of AI and SaaS business models, advanced financial modeling, and strong C-suite engagement, with mentorship responsibilities for junior analysts.

Qualifications

• 3+ years in sell-side software M&A execution.
• Deep understanding of AI & SaaS business models, including ARR, NRR, CAC, LTV, churn.
• Proven deal execution from CIMs through diligence and buyer interactions.
• Advanced financial/transaction modeling and operating/funds flow models.
• Exceptional communication with C-suite and client discussions.
• Entrepreneurial mindset with strategic positioning and value drivers.
• Collaborative, team-first attitude with integrity and humor.

Responsibilities

• Own execution: manage live deals from pre-launch through close, including financial analysis, due diligence coordination, and buyer interactions.
• Be the quarterback: drive internal and external workstreams with clients, buyers, and AGC team.
• Develop trusted client relationships: lead calls with founders, CEOs, and CFOs during pre-marketing and diligence.
• Shape strategy: participate in positioning discussions, draft key marketing materials, and analyze LOIs/term sheets.
• Mentor analysts: guide and train junior analysts within AGC’s culture.

Skills

AI & SaaS

Financial modeling

Communication

Entrepreneurial mindset

Team collaboration

Job description

Compensation

$145K Salary + Bonus (All-In Compensation Target of $250K-$300K)

Description

The Senior Associate role at AGC Partners is a fast-paced, high-impact position designed for entrepreneurial individuals with a minimum of 3 years’ experience in sell-side software M&A execution.

Requirements

• Deep understanding of AI & SaaS and broader software business models, including recurring revenue metrics (ARR, NRR, CAC, LTV, churn), go-to-market structures, and valuation methodologies.


• Proven deal execution experience, from drafting confidential information memoranda and management presentations to coordinating diligence and managing buyer interactions.


• Advanced financial modeling and analytical capabilities, including proficiency in operating models, customer retention models, and transaction / funds flow modeling.


• Exceptional communication and presentation abilities, with confidence in managing C-suite relationships and driving client discussions.


• Entrepreneurial mindset, with the ability to think strategically about positioning, value drivers, and potential buyer synergies.


• Collaborative team-first attitude with high integrity and a sense of humor.

Responsibilities

• Own execution: Manage live deals from pre-launch through close, including financial analysis, due diligence coordination, and buyer interactions.


• Be the quarterback: Drive internal and external workstreams, ensuring seamless coordination between clients, buyers, and the AGC team.


• Develop trusted client relationships: Lead calls with founders, CEOs, and CFOs throughout pre-marketing and diligence.


• Shape strategy: Participate in positioning discussions, draft key marketing materials, and analyze LOIs and term sheets.


• Mentor analysts: Guide and help train the junior team of Analysts, providing feedback, structure, and mentorship within AGC’s high-performing and supportive culture.