Tech M&A Investment Banking Summer Analyst 2026 San Francisco

As a Tech M&A Investment Banking Summer Analyst at Aeris Partners, you'll engage in various responsibilities that include developing client presentations, constructing valuation models (such as discounted cash flow and comparable company analyses), and contributing to discussions on M&A strategies. You'll work closely with experienced senior bankers on active deal teams and directly interact with clients and potential buyers, all while gaining a deep understanding of the technology industry.

Candidates applying for the Tech M&A Investment Banking Summer Analyst role at Aeris Partners should be pursuing an undergraduate degree from a top-tier program with a preferred GPA of 3.5 or higher. We value strong analytical skills, an entrepreneurial mindset, and a passion for technology. While prior experience in investment banking is advantageous, any strong academic credentials and demonstrated leadership abilities are also considered.

Aeris Partners provides a comprehensive training program for Summer Analysts, which spans 10 weeks. This training integrates M&A process knowledge with real-time project work focused on the technology sector. You can expect to receive hands-on instruction that develops valuable skills applicable to various areas in finance and business, while also fostering an environment that encourages learning and leadership.

The Tech M&A Investment Banking Summer Analyst program at Aeris Partners is designed as a pathway to our full-time analyst positions. Successful Summer Analysts demonstrate their capabilities and commitment throughout the program, leading to potential offers for full-time roles the following year. This continuity allows both the firm and the analysts to build on the relationships and skills developed during the summer.

Successful candidates for the Tech M&A Investment Banking Summer Analyst position at Aeris Partners exhibit strong interpersonal and communication skills, a high level of integrity, and a detailed approach to tasks. They often have exceptional analytical and problem-solving abilities, a genuine interest in technology and finance, and a proactive, positive attitude that promotes teamwork and collaboration.

When answering this question, highlight your passion for technology and finance while detailing how Aeris Partners' focus on boutique advisory services aligns with your career goals. Discuss the importance of working closely with senior bankers and the opportunity to contribute to meaningful transactions.

Be prepared to discuss various valuation methods such as discounted cash flow, comparable company analysis, and precedent transactions. Explain how and when you would use each method, demonstrating a solid understanding of their applications in M&A scenarios.

Offer a specific example that showcases your teamwork abilities. Highlight your role, how you collaborated with others, and emphasize the positive outcomes achieved as a result of collective efforts. Focus on communication and problem-solving skills.

Discuss your organizational strategies, such as creating to-do lists or using project management tools. Explain how you assess the urgency and importance of tasks and how you manage your time to meet deadlines without compromising quality.

Demonstrate your knowledge about Aeris Partners, mentioning its strong market position, its focus on technology M&A, and the firm's successful history. Reflect on its commitment to client outcomes and its collaborative culture.

Describe your approach to client interactions, emphasizing active listening, empathy, and professionalism. Mention how you'd remain calm under pressure and work towards a solution, highlighting any relevant experiences.

Explain the importance of market research in understanding industry trends, assessing competitive landscapes, and supporting valuation analyses. Discuss how it informs strategic decisions during the M&A process.

Discuss aspects such as thorough due diligence, clear communication, alignment of interests among parties, and effective negotiation strategies. Explain how these elements contribute to executing successful deals.

Share your motivations for pursuing finance, such as your interest in financial markets, corporate strategy, or analytical problem-solving. Connect these interests to the broader field of M&A and what excites you about working in this space.

Outline your career aspirations and how you plan to leverage your experiences at Aeris Partners to grow professionally. Emphasize your commitment to continue learning and developing expertise in technology M&A.