Tech M&A Investment Banking Summer Associate 2025, San Francisco

About Aeris Partners

Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.

Summer Associate Job Description

We are seeking experienced and highly-motivated technology M&A investment banking Summer Associates for our San Francisco office with a Summer 2025 start date. As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Summer Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Summer Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms.

Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic and passion for the technology industry. Although we prefer candidates with relevant investment banking experience, we would consider candidates with strong academic credentials and demonstrated leadership qualities. Please note that training may occur in our Boston office.

• Participate meaningfully in all aspects of transaction development and execution
• Work directly with client management teams, board members, stakeholders and buyers throughout all phases of transaction advisory and execution
• Actively engage and present in client and prospect meetings
• Coordinate and support due diligence activities
• Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends

• MBA candidate from top-tier programs; exceptional academic performance
• Exceptional work ethic – self-starter, driven and hard working with a passion for excellence
• Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
• Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
• Creative and entrepreneurial mindset; ability to multitask and manage time effectively
• Excellent analytical, research, and problem-solving skills
• Ability to develop business expertise in technology and software; passion for technology
• Unwavering commitment to conducting business with the highest degree of integrity and professionalism
• High level of attention to detail
• Outstanding leadership skills with an ability to manage and mentor junior professionals
• Positive, can-do attitude, enthusiastic team player
• Ability to excel in a fast-paced and challenging work environment
• Must be eligible to work permanently in the United States