Summer Analyst: Investment Banking; Software M&A | Summer

Summer Analyst:
Investment Banking (Software M&A) | Summer 2027

Redwood City, CA

About AQ Technology Partners AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to sector leading software companies, their management teams and investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients.

Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to launch a successful career in investment banking within one of the most dynamic market segments.

Program Overview The AQ Summer Analyst Program offers undergraduate students a fast-paced, hands-on introduction to software investment banking. Over the course of the summer, you will work as an integral part of the deal team alongside Associates, Vice Presidents, and senior bankers. You will gain exposure to live M&A and growth capital transactions and learn the fundamentals of transaction execution, including financial analysis, valuation, and industry research.

As a Summer Analyst, you will be expected to demonstrate a strong work ethic and a desire to learn. You will provide critical support to transaction execution, assist in the creation of presentation materials, financial models, and conduct deep-dive research into the software landscape. This experience is designed to build your technical skillset and prepare you for a successful career in investment banking.

• Location: Redwood City, CA
• Program Duration: Summer 2027 (10 weeks)
• Eligibility: Current undergraduate student graduating between December 2027 and June 2028
• Full-Time Opportunity: Candidates demonstrating exceptional performance will receive an offer to return as a full-time Analyst following graduation

Responsibilities

• Support the deal team in advising software clients and financial sponsors on strategic M&A, private equity, and growth equity transactions
• Perform comprehensive market research and competitive analysis to support transaction positioning and business development initiatives
• Assist in the preparation of client-facing materials, including confidential information memoranda (CIMs), pitch decks, and management presentations
• Support financial modeling and valuation analysis, including public comparables, precedent transactions, and DCF analysis
• Maintain internal databases and track software industry M&A activity and trends
• Contribute proactively to AQ’s collaborative and high-performance culture

Qualifications

• Currently enrolled in a Bachelor’s degree program with expected graduation between December 2027 and June 2028
• Demonstrated interest in finance and technology through relevant coursework
• Strong academic track record (minimum GPA of 3.5 preferred)
• Solid understanding of accounting and finance fundamentals
• Proficiency in Microsoft Office, particularly Excel and Power Point
• Strong attention to detail with the ability to manage multiple tasks simultaneously
• Exceptional written and verbal communication skills
• Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a small team
• Passion for software, technology, and M&A