Investment Banking Associate

Industry: Technology Investment Banking

Position: Associate

Location: Boston or New York

Compensation: $145K Salary Bonus (All-In Compensation Target of $300K)

Description: The Associate role at AGC Partners is a fast-paced, high-impact position designed for entrepreneurial individuals with a minimum of 2-3 years of tech banking experience who are ready to take on a pivotal role on active deal teams. Our Associates are core drivers of execution, responsible for leading day-to-day deal management, mentoring analysts, and owning key client interactions.

As an Associate, you will gain extensive transaction experience through our high-deal-flow model and work directly with Partners who have closed hundreds of tech transactions. High performers typically advance from Associate to Vice President within two years, with a clear path to Partner for those interested in building their own practice.

Responsibilities:

• Own execution: Manage live deals from pre-launch through close, including financial analysis, due diligence coordination, and buyer interactions.
• Be the quarterback: Drive internal and external workstreams, ensuring seamless coordination between clients, buyers, and the AGC team.
• Develop trusted client relationships: Lead calls with founders, CEOs, and CFOs throughout pre-marketing and diligence.
• Shape strategy: Participate in positioning discussions, draft key marketing materials, and analyze LOIs and term sheets.
• Mentor analysts: Guide the junior team made up of 21 Analysts, providing feedback, structure, and mentorship within AGC’s high-performing and supportive culture.

Why Join AGC:

• Deep SaaS Expertise: AGC is the market leader in software M&A, with unmatched experience advising on hundreds of SaaS transactions. Associates develop a deep understanding of recurring revenue business models, go-to-market structures, and the metrics that drive valuation.
• Hands-On Experience from Day One: Associates work directly with Partners on live technology transactions, gaining exposure to every stage of the deal process and building the strategic and analytical skills to advance rapidly.
• Learn to Break Apart a Software Business: Through AGC’s rapid deal flow, you’ll quickly learn how to deconstruct and value a software company from the ground up, identifying key value drivers and positioning businesses for premium outcomes.

Requirements:

• Deep understanding of SaaS and broader software business models, including recurring revenue metrics (ARR, NRR, CAC, LTV, churn), go-to-market structures, and valuation methodologies.
• Proven deal execution experience, from drafting confidential information memoranda and management presentations to coordinating diligence and managing buyer interactions.
• Advanced financial modeling and analytical capabilities, including proficiency in operating models, payout models and funds flows.
• Exceptional communication and presentation abilities, with confidence in managing C-suite relationships and driving client discussions.
• Entrepreneurial mindset, with the ability to think strategically about positioning, value drivers, and potential buyer synergies.
• Collaborative team-first attitude with high integrity and a sense of humor
• Minimum 2 years experience in Investment Banking

About the Company: AGC Partners is a leading global technology investment bank that has advised on over 550 deals since its inception, drawing on two decades of M&A and SaaS expertise. With a team of 23 sector-focused partners working with top strategic and PE investors across the U.S., Europe, Canada, and APAC, AGC is one of the largest technology-focused teams in middle-market M&A. Through a senior-led, hands-on approach, AGC provides their clients with unwavering integrity and transparency through the ups and downs of a deal process. Building on momentum from recent years, AGC has entered 2025 strong, with 28 new engagements and 16 closed transactions announced, involving the top buyers in tech including PSG, FTV, Five Elms, Battery, Vista, and Charlesbank. Having closed 90 deals since 2022 at a median revenue multiple of 9x, AGC continues to deliver premium outcomes for its CEOs and Founders.

To Apply: Send your resume and cover letter to Sophia Pachilis spachilis@agcpartners.com