Managing Director- Technology & Software

*Please provide a list of relevant completed M&A transactions and your active FINRA licenses. Applicants will only be considered if they are currently registered with FINRA.

MANAGING DIRECTOR – TECHNOLOGY & SOFTWARE INVESTMENT BANKING

Position Overview

Dresner Partners is seeking an experienced, highly motivated, and entrepreneurial Managing Director specializing in Technology and Software to expand our middle-market investment banking practice. This professional will be responsible for originating and leading M&A advisory and capital raising transactions for software and technology companies across the middle market.

The ideal candidate will bring deep relationships across the technology ecosystem , including private equity firms, founder-owned software companies, and strategic acquirers. This Managing Director will possess strong business development skills, a proven track record of closing transactions, and the ability to build and maintain long-term client relationships.

Our Managing Directors are supported by an experienced team of bankers, research professionals, and support staff, as well as the latest banking technology. Dresner Partners offers a competitive compensation package with long‑term incentives and partnership potential , providing an opportunity for significant career growth, leadership, and wealth creation.

While our headquarters is in Chicago, the location of this Managing Director is flexible.

Key Responsibilities

Deal Execution Responsibilities

• Lead deal teams on a variety of M&A advisory and capital raising transactions within the technology and software sectors , from initial client pitch to transaction closing.
• Serve as the primary client contact , managing day‑to‑day aspects of client relationships and transaction execution.
• Provide leadership and oversight for all phases of transactions including financial analysis, valuation, buyer outreach, negotiations, and closing.
• Communicate financial and strategic issues clearly and effectively to executives and stakeholders throughout the transaction process.
• Ensure high‑quality client deliverables and maintain the firm’s standards for excellence in execution.
• Provide leadership, mentorship, and professional development to junior banking staff.

Business Development Responsibilities

• Actively pursue business development opportunities and originate new client engagements within the technology and software sectors .
• Leverage an established network of software executives, private equity investors, venture capital firms, and strategic buyers to generate deal flow.
• Develop and maintain strong prospect and referral networks within the technology ecosystem.
• Support firm‑wide marketing and business development initiatives.
• Represent the firm at technology industry conferences, events, speaking engagements, and media opportunities to generate exposure and promote Dresner Partners.

Desired Skills and Experience

Experience and Qualifications

• 10+ years of investment banking experience , preferably at a boutique or middle‑market investment bank.
• Demonstrated success originating and closing M&A advisory and capital raising transactions in the technology/software sector .
• Deep knowledge of the software and technology industry , including SaaS business models, valuation dynamics, and sector trends.
• Established relationships with private equity firms, strategic buyers, venture capital firms, and technology executives .
• Strong understanding of the capital markets, transaction structures, financing alternatives, and valuation methodologies .
• Proven ability to manage multiple client relationships and transactions simultaneously.
• Demonstrated leadership and experience managing investment banking teams.
• FINRA Series 7 or 79 required as is a Series 63
• Willingness to travel.

Personal Qualities

• Entrepreneurial mindset with the ability to thrive in a fast‑paced, growth‑oriented environment .
• Strong leadership and team‑building skills combined with excellent communication abilities.
• Strategic thinker with exceptional client relationship management skills.
• Passionate about building a high‑impact investment banking franchise and contributing to the firm’s long‑term growth.