Investment Banking VP/Director

4 days ago


Canada, CA Technology Holdings Full time

Who We Are:

Technology Holdings Worldwide (TH) is a global boutique investment bank dedicated to delivering world-class M&A and capital-raising advisory services exclusively to technology services, software, consulting, and business process management companies. The firm serves mid-market companies and institutional investors worldwide from its offices in London, New York, California, Ontario, and India.


Vice President/Director Role at Technology Holdings:

We are seeking a Vice President/Director level candidate with at least 8 years of relevant Investment Banking/sell-side M&A experience. The candidate must have business proficiency in English (both written and spoken) and a demonstrated ability to conduct business transactions.


Key responsibilities include:

  • Originating and leading transaction execution on 4-5 deals simultaneously, with a focus on sell-side mandates.
  • Managing multiple deal teams and transactions end-to-end, including the preparation of Information Memorandums and financial models.
  • Participating in management/buyer meetings, negotiating offers, and managing the due diligence and transaction documentation process.
  • Adopting and improving TH processes and best practices.
  • Strong relationships with PE/VC funds and fundraising experience would be an asset, helping TH expand and build a technology and fundraising practice.


Other Key Skills and Attributes:

  • Strong communication skills and an understanding of corporate finance.
  • Proficiency in financial modeling and valuation techniques.
  • Experience in preparing Information Memorandums.
  • Ability to multi-task and execute multiple mandates with minimal supervision.
  • Ability to negotiate offers, deal structures, transaction documents (including key issues), and all elements of deal consideration in M&A and fundraising processes.
  • Team player with the ability to work in a globally dispersed team.


Responsibilities:

  • Execute transactions end-to-end, including the preparation of pitches, Information Memorandums, and financial models.
  • Conduct target and acquirer screening.
  • Participate in management/buyer meetings, handle Q&As, and negotiate offers.
  • Assist in drafting and evaluating various legal documents, such as NDAs.
  • Facilitate buyer and seller interactions, organizing road shows and conference calls.
  • Draft meeting preparatory notes and management questionnaires.
  • Manage the due diligence and transaction documentation process.


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