Software Equity Group · 1 month ago
Analyst, M&A Advisory
Encinitas, CA
Full-time
Onsite
New Grad, Entry LevelSoftware Equity Group (SEG) is a leading M&A advisory firm specializing in advising software and SaaS companies. They are seeking an entry-level Analyst to join their team, where the individual will assist in various deal-related tasks while gaining exposure to the software industry and investment banking.
ConsultingInformation ServicesInformation TechnologySoftware
Responsibilities
Assist in the research, preparation, and authorship of critical deal documents, including Confidential Information Memoranda (CIM), financial models, and client presentations
Contacting and screening prospective strategic buyers and investors
Facilitate key client calls and prepare clients for buyer meetings, due diligence calls, and management presentations
Maintaining CRM and M&A transaction databases
Work with senior deal team members to prepare for buyer calls, and to prepare clients for buyer calls
Qualification
Required
Proficiency in client communications, deal documentation, and data room management
Knowledge of accounting, finance, and economics
Strong analytical/quantitative and technical abilities
Excellent verbal and written communication skills
Ability to work in a fast-paced environment and ability to manage multiple deliverables simultaneously
Preferred
Location Requirement: This position is based in Encinitas, CA, with an expectation to work onsite at our office three days per week
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
Financial modeling and valuation experience preferred but not required
Company
Software Equity Group
Software Equity Group provides investment advisory services.
Founded in 1992
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Allen Cinzori
Managing Partner
Brad Weekes
Managing Director
Recent News
2025-11-05
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