Vice President, M&A Advisory

Overview

Software Equity Group (SEG) is a leading M&A advisory firm with over 30 years of experience specializing in advising software and SaaS companies. We provide high-touch M&A services, helping companies position themselves for potential buyers, create a market of qualified buyers, and negotiate to maximize transaction value.

We are seeking an experienced and ambitious Vice President to lead deal execution, client management, and team development within our San Diego-based team. This high-visibility role comes with significant upward mobility for the right candidate. As a Vice President, you will be responsible for overseeing the full lifecycle of transactions, ensuring quality deliverables, building strong client relationships, and mentoring junior team members.

• Manage and execute client transactions from start to finish, maintaining high levels of client satisfaction and meeting project milestones.
• Lead the preparation and delivery of critical deal documents, including Confidential Information Memoranda (CIM), buyer lists, financial models, and client presentations.
• Facilitate key client calls and prepare clients for buyer meetings, due diligence calls, and management presentations.
• Mentor and develop junior team members, fostering a collaborative, high-performing team culture.
• Partner closely with Principals and Managing Directors to drive firm success.
• Provide feedback to fellow Vice Presidents to enhance overall team performance.
• Build and maintain relationships with private equity contacts, potential buyers, and third-party professionals to extend SEG’s network.
• Represent SEG in external settings, strengthening the firm's brand reputation.

• Significant experience in deal execution, client management, and strategic conversations.
• Proficiency in client communications, deal documentation, and project management.
• Strong interpersonal and leadership skills with a track record of mentoring junior staff.
• Ability to develop and maintain a professional network and uphold SEG’s reputation.

• Experience:
  
  Minimum 3 to 4 years of prior sell-side M&A experience within the software industry, ideally with deals ranging from $50M to $500M.
• Location Requirement:
  This position is based in Encinitas, CA, with an expectation to work onsite at our office three days per week.
• Track Record:
  Proven record of leading successful transactions and winning clients; applicants should be prepared to provide a deal list and client references.
• Skills:
  
  Excellent interpersonal and leadership skills, with strong negotiation and communication abilities.
• Professionalism:
  Ability to work independently and collaboratively, handling high-visibility projects with dedication and discretion.

Please send your resume, cover letter, a list of deals led, and client references to

Learn more about Software Equity Group and our mission to deliver exceptional M&A advisory services: