Investment Banking Vice President
H&P Executive Search - Bay County
Work at H&P Executive Search
Overview
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Overview
Firm Overview:
Our client is a software focused investment bank that was founded in early 2010s with over $40bn in total completed transactions. They focus on providing strategic advisory services to growth-stage and middle-market companies. With a particular emphasis on B2B software sub sectors such as healthcare IT and healthcare services sectors, the firm has developed a strong reputation for delivering high-impact M&A advisory and capital raising solutions. Their approach is meticulous and targeted, having closed more than 90% of the deals they are mandated on.
Position Overview :
The firm is seeking a high-performing Investment Banking VP to join its growing team, with a specific focus Healthcare IT advisory. This role offers the opportunity to play a key part in executing complex transactions and working closely with senior bankers and clients across strategic M&A and private capital engagements. You will gain deep exposure to the evolving landscape of healthcare technology while honing your transaction execution and advisory skills in a collaborative, fast-paced environment
Location
- Boston
- San Francisco
Key Responsibilities
- Lead the execution of M&A and capital raise transactions within healthcare IT and B2B software
- Develop and refine complex financial models, valuations (DCF, precedent transactions, comps), and client-ready materials
- Conduct detailed industry, market, and company research to support strategic insights and deal positioning
- Prepare and review pitch materials, confidential information memoranda (CIMs), and management presentations
- Support due diligence processes and coordinate communication between clients, buyers, investors, and other advisors
- Act as a key point of contact for client interactions and internal deal team communications
Qualifications
- 5-7 years of experience in investment banking, preferably with exposure to healthcare IT and broader technology sectors, mainly within software
- Strong transaction experience in M&A (sell-side or buy-side) and/or private placements
- Excellent financial modeling, valuation, and analytical skills
- Bachelor’s degree in finance, economics, business, or a related field (MBA or advanced degree is a plus but not required)
Investors The Firm Has Worked With:
- The Carlyle Group
- Vista Equity Partners
- Thoma Bravo
- Accel-KKR
- FTVRubicon Technology Partners
- Platinum Equity