Managing Director- Technology & Software

Dresner Partners; United States; Remote; USD 200,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation package

Long-term incentives

Partnership potential

Career growth opportunities

Job summary

A leading investment banking firm in the United States is seeking an experienced Managing Director specializing in technology and software. This role involves originating and leading M&A advisory and capital raising transactions, maintaining client relationships, and driving business development within the industry. The ideal candidate will have over 10 years of investment banking experience and strong connections within the technology ecosystem, along with a competitive compensation package and partnership potential.

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.
• Strong understanding of the capital markets, financing alternatives, and valuation methodologies.

Responsibilities

• Lead deal teams on M&A advisory and capital raising transactions within the technology and software sectors.
• Serve as the primary client contact and manage transaction execution.
• Provide leadership, mentorship, and professional development to junior banking staff.

Skills

Investment Banking Experience

M&A Transactions in Technology

Business Development

Client Relationship Management

Communication Skills

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.
• 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.