Managing Director

Managing Director – Technology Investment Banking

Woodside Capital Partners (WCP)

Woodside Capital Partners is a global technology-focused investment bank headquartered in Palo Alto, with offices in New York, London, Madrid, Los Angeles, and San Diego. Since our founding in 2001, we’ve completed transactions totaling over $10 billion. Our team totals 30 people, half of whom are Managing Directors (MDs). Our team is close-knit, and those who like the work, love the firm - 70 percent of our current MD team has been with the firm for 4+ years.

We typically work with 20-25 clients at any given time.

Our core business is advising emerging growth technology companies on M&A transactions—both sell-side and buy-side. We also support select clients with capital raises from strategic or financial investors. We operate at a unique intersection in tech: enabling large corporations to acquire or invest in world-changing startups, and helping entrepreneurs achieve liquidity or secure growth capital.

We are seeking a new Managing Director to join our team.

Each WCP MD specializes in a technology sub-sector—such as enterprise software, cloud, AI, healthcare, semiconductors, cybersecurity, or IoT—and establishes themselves as a recognized M&A expert in that sector, including:

• Deep buyer landscape knowledge
• Insight into competitive dynamics and valuation trends
• Credible engagement with CEOs, boards, and corporate development leaders
• Regular publishing of thought leadership (we distribute ~50 reports/year)
• Speaking at industry conferences

Successful MDs maintain and grow a robust pipeline of sector-specific prospects. This involves daily outreach to CEOs, CFOs, board members, and advisors, with the goal of engaging several new clients annually.

MDs are trusted advisors who guide CEOs and boards through complex, high-stakes decisions and partnerships. This requires:

• Strong interpersonal and communication skills
• Strategic judgment and objectivity
• Experience in legal, accounting, tax, regulatory, negotiation, and company positioning
• Ability to sell the client’s vision to prospective acquirors

WCP MDs lead tight, customized M&A processes. This includes:

• Positioning companies effectively for acquisition
• Presenting client narratives with clarity and precision, including crafting compelling materials
• Managing all stakeholders with transparency and discipline
• Negotiation expertise that manages both the economic and emotional dynamics of a deal process

WCP provides multiple tools for MDs to build their businesses, including a respected tech investment banking brand built across 20+ years, a proven process for investment banking success, a collaborative and entrepreneurial team of high performing professionals, multiple data and AI platforms, a CRM platform, junior banker support, physical offices, FINRA compliance, onboarding support, and a management structure built with accountability and performance at top of mind.

An ideal candidate has a passion for technology, and has the drive to initiate, manage, and close high-quality M&A transactions. Additionally, an ideal candidate will typically have had hands-on sell-side M&A experience in the tech industry; served in a CEO, founder, or board-level role at a tech company; and/or served in a corporate development, strategy, or general management role at a larger tech company.

We also welcome both previous/current investment banking professionals and high-performing executives from companies or investment firms within the tech industry to apply for the position. Many of our most successful MDs had no previous investment banking experience upon joining WCP; if you are new to investment banking, we will help you come up-to-speed and develop your business as a world-class investment banker.

If you are currently working in investment banking and have a proven track record of engaging quality clients and completing transactions, you might consider our platform because most other MDs at WCP have deep operating backgrounds in tech, which is a key…