Partner / Director - Investment Banking - IT, Software & Business Services

We are seeking an experienced Partner / Director to lead our IT, Software & Business Services practice, covering IT services and digital engineering, software and SaaS products, ER&D, BPM and business process services, data and analytics, cybersecurity, IT infrastructure and cloud, and technology-enabled business services. This is a P&L-owning role. You will carry the revenue budget for the sector, build and convert your own origination pipeline, price and win mandates, and be accountable for the profitability, resourcing, and growth of the practice.

You will own the technology and business services franchise end to end: cultivating relationships with promoters, boards, and financial sponsors; converting them into signed mandates on commercially attractive terms; overseeing delivery of fund-raising and M&A transactions through your team; and managing the revenue, cost, and margin outcomes of the vertical.

Key Responsibilities

1. P&L Ownership & Business Development

· Revenue & P&L Ownership: Own the IT, Software & Business Services P&L — set and deliver the annual fee-revenue budget, manage the team cost base and deal expenses, and report performance and forecasts to the firm's leadership.

· Origination & Pipeline: Build and own a proprietary pipeline of promoters, corporates, family offices, and financial sponsors across the technology and business services space, supplemented by the firm's central network and balance sheet.

· Pitch to Win: Lead pitches and bake-offs, presenting deep technology and business services sector insight and bespoke transaction strategies that convert prospects into signed clients.

· Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, pricing mandates to protect the practice's margin and the commercial interests of the firm.

2. Transaction Oversight & Delivery

· Transaction Management: Hold delivery accountability across the entire lifecycle of capital raising and M&A (buy-side, sell-side, joint ventures) transactions.

· Financial Modeling & Valuation: Supervise the creation of complex financial models, valuation analyses (DCF, comparable companies, precedent transactions), and investment thesis formulations.

· Collateral Preparation: Ensure the highest quality production of pitch books, Confidential Information Memorandums, Teasers, and Management Presentations.

3. Due Diligence & Deal Closing

· Data Room Management: Oversee Virtual Data Rooms (VDR), managing the flow of information between clients, investors, and buyers.

· Due Diligence Coordination: Lead the financial, legal, tax, and commercial due diligence processes, actively resolving deal-breakers and bottlenecks.

· Definitive Documentation: Collaborate with legal counsels to negotiate and finalize Share Purchase Agreements (SPA), Share Subscription Agreements (SSA), Shareholders' Agreements (SHA), and other definitive transaction documents.

4. Team Leadership & Stakeholder Management

· Team Building & Leadership: Hire, manage, mentor, and maximize the utilization and productivity of a dedicated team of Vice Presidents, Associates, and Analysts within the IT, Software & Business Services practice.

Requirements

Qualifications & Experience

• Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA charterholder.
  
• Experience: 15+ years of core investment banking experience within a reputed IB firm, institutional platform, or boutique advisory house, including substantial coverage of IT services, software/SaaS, and business services clients.
  
• Track Record: A proven history of successfully closing mid-to-large cap M&A and fundraising transactions. Must be able to demonstrate an extensive list of closed deals, together with evidence of personally originated revenue and, ideally, prior ownership of a revenue budget or practice P&L.
  
• Sector Expertise: Deep domain knowledge of technology and business services value chains (IT and digital services, software/SaaS, ER&D, BPM, data and analytics, cybersecurity, cloud and infrastructure services), fluency in SaaS and services metrics (ARR, net revenue retention, churn, Rule of 40, utilization and billing models), familiarity with the relevant data-privacy, export-control, and cross-border delivery regime, and active networks among strategic acquirers, PE/growth and technology-focused funds, and founder/promoter groups in the sector.
  
• Skills: Proven business-development and client-origination ability, commercial and P&L management judgment (pricing, resourcing, cost control), master-level negotiation skills, strong understanding of legal documentation/deal structures, and sharp analytical acumen.