Vice President, Technology & Business Services

G2 Capital Advisors•Boston, MA

3d•$150,000 - $1,000,000•Hybrid

About The Position

As a Vice President within the Technology & Business Services (TBS) Investment Banking group, you will play a central role in leading transaction execution, managing client relationships, and driving outcomes across M&A and capital markets engagements. You will serve as the day-to-day lead on deals, overseeing all aspects of execution while partnering closely with senior bankers on strategic direction and business development. This role offers the opportunity to take on meaningful responsibility in a fast-paced, entrepreneurial environment—mentoring junior team members, building client relationships, and contributing directly to the growth of the TBS practice.

Requirements

5+ years of investment banking experience with a strong track record of executing M&A and/or capital markets transactions
Bachelor’s degree required
Advanced financial modeling and valuation expertise
Demonstrated ability to independently manage complex workstreams and transactions end-to-end
Strong client management skills, with experience serving in a primary day-to-day client-facing role
Proven leadership experience, including managing and developing junior team members
Excellent written and verbal communication skills, with strong attention to detail
Ability to operate effectively in a fast-paced, high-performance environment with competing priorities
High ownership mindset with a strong sense of accountability
Collaborative leader who invests in team development and knowledge sharing
Commercially minded with strong business judgment and intellectual curiosity
Organized and proactive, with the ability to anticipate needs and solve problems
Resilient under pressure, consistently delivering high-quality work against tight deadlines
Committed to integrity and acting as a trusted advisor to clients and colleagues

Nice To Haves

Experience within Technology & Business Services is preferred but not required
Advanced degree (MBA or equivalent) is a plus
FINRA Series 79 and 63 licenses preferred (or ability to obtain)

Responsibilities

Lead day-to-day execution of M&A, buy-side, sell-side, and capital markets transactions, including transaction timelines, team workflow, resource allocation, and project costs to ensure efficient and timely execution and high-quality outcomes for clients
Drive all workstreams across live deals, including financial modeling and analysis, preparation of marketing materials, and management of due diligence
Serve as the primary point of contact for clients, investors, and third-party advisors throughout the transaction lifecycle providing clear, concise communication to internal and external stakeholders, ensuring alignment across all parties
Supervise, mentor, and develop associates and analysts, maintaining and demonstrating high standards for accuracy and quality
Partner with managing directors and senior leadership on business development initiatives, including pitch activity and building relationships with business owners, investors, and lenders
Oversee associate and analyst deal team members
Participate in the junior team talent management programs – hiring, selection, and training
Balance multiple projects and priorities simultaneously in a deadline-driven environment
The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us