At least 2-3 years of experience with evaluating software/tech companies in corporate development / investment fund, or as an advisor at an investment bank / due diligence provider
Strong analytical and financial skills
Expert in Excel and PowerPoint
Understanding of corporate finance, valuation, software business models and key financial metrics
Accurate attention to detail, with a focus on precision in financial analysis, models, presentations, and written work
Strong problem-solving and critical-thinking skills, with the ability to assess incomplete information, form clear views, and propose practical solutions
Understanding and curiosity about software and technology
Tenacious, energetic, and ability to build personal relationships with an ecosystem of CEO’s, founders and advisors
Ability to adhere to process and help the team continuously improve it over time constantly adapt
Hands on, able to work independently/autonomously
Entrepreneurial and international mindset
Pro-active in nature. Wants to do more than the role requires and inherent eagerness to develop understanding and knowledge
Responsibilities
(Core) Identify and connect with software businesses across diverse sectors. Initiate and maintain outreach and communication with potential targets, their owners, and stakeholders (incl. proper management of all CRM processes)
(Core) Build a wide professional network with investment bankers, advisors, lawyers, accountants and other industry veterans to support building of a strong pipeline of target companies
(Core) Collect and analyse data from various sources to effectively assess
potential targets
(Core) Build strong relationships with CEOs, founders and management teams to facilitate a personal connection from the start to finish of a deal cycle
(Core) Represent Everfield in meetings with CEOs and at trade shows/conferences, with frequent travel
(Core) Prepare valuations (incl. full financial model) and conduct comprehensive analyses during the origination and due diligence processes
(Core) Lead work streams within the due diligence process, including Finance, Tax, Tech, Legal and Commercial – with oversight and support from senior team members
(Core) Develop/revise marketing and transaction materials, as well as documentation for investment committee purposes
(Appreciated) Support in SPA and other legal documents preparation (i.e. employment agreements) overseen by Acquisitions Manager○ (Appreciated) Manage and co-ordinate internal Everfield resources to ensure smooth integration and hand over of completed acquisitions
(Appreciated) Support in in presenting acquisition opportunities to Everfield management and Aquiline Capital Partners
(Appreciated) Enhance processes as the platform expands, continually refining the origination playbook as you gain experience as well