Managing Director- Technology & Software

Dresner Partners; San Francisco (CA); Hybrid; USD 300,000 - 650,000; Full time

Job summary

Dresner Partners is seeking an experienced Managing Director specializing in Technology and Software to expand our middle-market investment banking practice. This role focuses on originating and leading M&A advisory and capital raising transactions for software and technology companies, leveraging deep relationships across the tech ecosystem.

The candidate will lead deal teams, manage client relationships, and drive growth with a track record of closing transactions.

Qualifications

• 10 years of investment banking experience.
• Originating and closing M&A advisory and capital raising transactions in technology/software.
• Deep knowledge of software and technology industries including SaaS and valuation dynamics.
• Established relationships with private equity firms, strategic buyers, venture capital firms, and tech executives.
• Strong understanding of capital markets, transaction structures, financing alternatives, and valuation methodologies.
• Bachelor’s degree required; MBA preferred. FINRA Series 7 or 79 required plus Series 63.
• Willingness to travel.

Responsibilities

• Lead deal teams on M&A advisory and capital raising transactions within technology and software, from initial client pitch to closing.
• Serve as the primary client contact, managing day-to-day relationships and transaction execution.
• Provide leadership for all phases of transactions including financial analysis, valuation, buyer outreach, negotiations, and closing.
• Communicate financial and strategic issues clearly to executives and stakeholders throughout the process.
• Ensure high-quality client deliverables and maintain the firm’s standards for excellence in execution.
• Provide leadership, mentorship, and development to junior banking staff.
• Actively pursue business development opportunities and originate new engagements within technology and software; leverage networks.

Skills

Leadership

Business development

Client relationships

Strategic thinking

Communication

Team leadership

Travel willingness

Education

Bachelor’s degree

MBA preferred

Job description

*Please provide a list of relevant completed M&A transactions and your active FINRA licenses. Applicants will only be considered if they are currently registered with FINRA.

MANAGING DIRECTOR — TECHNOLOGY & SOFTWARE INVESTMENT BANKING

Position Overview

Dresner Partners is seeking an experienced, highly motivated, and entrepreneurial Managing Director specializing in Technology and Software to expand our middle-market investment banking practice. This professional will be responsible for originating and leading M&A advisory and capital raising transactions for software and technology companies across the middle market.

The ideal candidate will bring deep relationships across the technology ecosystem, including private equity firms, founder-owned software companies, and strategic acquirers. This Managing Director will possess strong business development skills, a proven track record of closing transactions, and the ability to build and maintain long‑term client relationships.

Our Managing Directors are supported by an experienced team of bankers, research professionals, and support staff, as well as the latest banking technology. Dresner Partners offers a competitive compensation package with long-term incentives and partnership potential, providing an opportunity for significant career growth, leadership, and wealth creation.

While our headquarters is in Chicago, the location of this Managing Director is flexible.

Key Responsibilities

Deal Execution Responsibilities

• Lead deal teams on a variety of M&A advisory and capital raising transactions within the technology and software sectors, from initial client pitch to transaction closing.
• Serve as the primary client contact, managing day‑to‑day aspects of client relationships and transaction execution.
• Provide leadership and oversight for all phases of transactions including financial analysis, valuation, buyer outreach, negotiations, and closing.
• Communicate financial and strategic issues clearly and effectively to executives and stakeholders throughout the transaction process.
• Ensure high-quality client deliverables and maintain the firm’s standards for excellence in execution.
• Provide leadership, mentorship, and professional development to junior banking staff.

Business Development Responsibilities

• Actively pursue business development opportunities and originate new client engagements within the technology and software sectors.
• Leverage an established network of software executives, private equity investors, venture capital firms, and strategic buyers to generate deal flow.
• Develop and maintain strong prospect and referral networks within the technology ecosystem.
• Support firm‑wide marketing and business development initiatives.
• Represent the firm at technology industry conferences, events, speaking engagements, and media opportunities to generate exposure and promote Dresner Partners.

Desired Skills and Experience

Experience and Qualifications

• 10 years of investment banking experience, preferably at a boutique or middle‑market investment bank.
• Demonstrated success originating and closing M&A advisory and capital raising transactions in the technology/software sector.
• Deep knowledge of the software and technology industry, including SaaS business models, valuation dynamics, and sector trends.
• Established relationships with private equity firms, strategic buyers, venture capital firms, and technology executives.
• Strong understanding of the capital markets, transaction structures, financing alternatives, and valuation methodologies.
• Proven ability to manage multiple client relationships and transactions simultaneously.
• Demonstrated leadership and experience managing investment banking teams.
• Bachelor’s degree required; MBA preferred.
• FINRA Series 7 or 79 required as is a Series 63
• Willingness to travel.

Personal Qualities

• Entrepreneurial mindset with the ability to thrive in a fast‑paced, growth‑oriented environment.
• Strong leadership and team‑building skills combined with excellent communication abilities.
• Strategic thinker with exceptional client relationship management skills.
• Passionate about building a high‑impact investment banking franchise and contributing to the firm’s long‑term growth.