Vice President, M&A Advisory - Software Equity Group

Job Title: Vice President, M&A Advisory

Company: Software Equity Group (SEG)

Location: Encinitas, CA

Website: https://softwareequity.com

Company Overview:

Software Equity Group (SEG) is a leading M&A advisory firm with over 30 years of experience specializing in advising software and SaaS companies. We provide high-touch M&A services, helping companies position themselves for potential buyers, create a market of qualified buyers, and negotiate to maximize transaction value.

Role Summary:

We are seeking an experienced and ambitious Vice President to lead deal execution, client management, and team development within our San Diego-based team. This high-visibility role comes with significant upward mobility for the right candidate. As a Vice President, you will be responsible for overseeing the full lifecycle of transactions, ensuring quality deliverables, building strong client relationships, and mentoring junior team members.

Deal Execution & Client Management

• Manage and execute client transactions from start to finish, maintaining high levels of client satisfaction and meeting project milestones.
• Lead the preparation and delivery of critical deal documents, including Confidential Information Memoranda (CIM), buyer lists, financial models, and client presentations.
• Facilitate key client calls and prepare clients for buyer meetings, due diligence calls, and management presentations.

Team Development & Mentorship

• Mentor and develop junior team members, fostering a collaborative, high-performing team culture.
• Partner & collaborate closely with Principals and Managing Directors to drive firm success.
• Provide feedback to fellow Vice Presidents to enhance overall team performance.

Networking & Relationship Building

• Build and maintain relationships with private equity contacts, potential buyers, and third-party professionals to extend SEG’s network.
• Represent SEG in external settings, strengthening the firm's brand reputation.

Qualifications:

• Significant experience in deal execution, client management, and strategic conversations.
• Proficiency in client communications, deal documentation, and project management.
• Strong interpersonal and leadership skills with a track record of mentoring junior staff.
• Ability to develop and maintain a professional network and uphold SEG’s reputation.

· Advanced knowledge of accounting, finance, and economics

· Strong analytical/quantitative and technical abilities

· Excellent verbal and written communication skills

· Strong public speaking and presentation skills

· Proficiency working in a fast-paced career and ability to manage multiple deliverables simultaneously

· Extensive financial modeling and valuation experience

Preferred Skills:

· Experience: Minimum 4-5 years of prior sell-side M&A experience within the software industry, ideally with deals ranging from $50M to $500M.

· Education: MBA preferred, but not required.

· Location Requirement: This position is based in Encinitas, CA, with an expectation to work onsite at our office three days per week.

· Track Record: Proven record of leading successful transactions and sourcing clients; applicants should be prepared to provide a deal list and client references.

· 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.

How to Apply:

Please send your resume, cover letter, a list of deals led, and client references to ACole@SoftwareEquity.com.

About SEG:

Learn more about Software Equity Group and our mission to deliver exceptional M&A advisory services: https://softwareequity.com

This is an exciting opportunity to lead within a top-tier firm, drive high-impact transactions, and grow your career with SEG’s team of superstars!