Tech M&A Senior Associate (and junior Vice-President)
Carter Wahlberg, London (On-site)
Join a growing M&A advisory team where Associates work on live deals from day one, not just pitch decks. Our client is a well-regarded advisory firm executing sell-side and buy-side transactions in London and cross-border, with strong deal flow in the technology and related sectors. This is a seat with genuine deal exposure: you'll be in the data room, in the model and in front of clients, working directly with senior bankers who close.
The team is lean by design, which means responsibility comes early. Associates here run their own workstreams, present to clients and see transactions through from first pitch to signing, the kind of end-to-end deal experience that takes years longer to get at a large bank.
What you'll do
- Build and own the financial models that drive transactions: valuations (DCF, trading and transaction comps), returns analysis and scenario work
- Prepare the materials that move deals forward: pitch decks, teasers, information memoranda and board presentations
- Run due diligence workstreams, managing the data room, coordinating information flow and distilling findings into clear recommendations
- Sit in client and investor meetings from the start, contributing insight rather than just taking notes
- Conduct market and industry research to identify acquisition targets, buyers and cross-border deal opportunities
- Support deal execution end to end across sell-side and buy-side mandates, working closely with VPs and Directors
What you'll need
- 5-8 years of experience in M&A, investment banking, corporate finance or private equity, ideally with multiple closed deals on your CV
- Strong technical foundations: financial modelling, valuation and transaction analysis you can defend in front of a client
- Sector exposure to technology and tech-adjacent fields: including but not limited to SaaS, industrial automation, robotics, IoT, cybersecurity, enterprise software, aerospace, or cleantech is a prerequisite, with exposure to any one of these individually sufficient to qualify.
- Fluent English
- Candidates must be UK-based with an existing right to work in the UK.
- Excellent communication skills and the polish to represent the firm with clients, investors and management teams
- Bachelor's or Master's degree in Finance, Economics, Business or a related field
I'm also working with several sell-side M&A opportunities across Europe, happy to discuss those too.
Please click the 'Apply' button, or send your CV directly to rinalds.udris@carterwahlberg.com
Tech M&A Senior Associate (and junior Vice-President) employer: Carter Wahlberg
Join a dynamic M&A advisory firm in London that prioritises hands-on experience and professional growth. With a lean team structure, you'll take on significant responsibilities early in your career, working directly with senior bankers on live deals across various sectors. The firm fosters a collaborative work culture, offering ample opportunities for personal development and exposure to high-profile transactions, making it an exceptional place for ambitious professionals seeking meaningful and rewarding employment.
