Company Description

Peak Technology Partners (PEAK) is an independent investment bank dedicated to providing strategic and financial advisory services to high-growth technology companies. The firm specializes in supporting companies in executing transformative M&A and capital raise transactions. Backed by deep industry expertise, a robust network, and decades of transactional experience, Peak Technology Partners is committed to delivering superior outcomes for its clients. Securities are offered through Finalis Securities LLC, Member FINRA/SIPC, while Peak Technology Partners and Finalis Securities LLC operate as separate, unaffiliated entities.

Role Description

This role is designed for someone who is highly analytical, detail-oriented, quantitatively strong, and excited to work in a fast-paced environment with high volume exposure to end-to-end transaction execution. This is a full-time, on-site position in San Francisco, CA.

Responsibilities include:

Conducting research and due diligence to develop a strong understanding of technology companies, sub-verticals, and markets
Collecting, reviewing, and analyzing company, industry, and market data
Developing a wide range of financial analyses and models used in mergers, acquisitions, and capital raise transactions
Building valuation models, including DCF, comparable company, precedent M&A, LBO, regression, and synergy analyses
Preparing operating models and KPI analyses, including metrics such as retention, LTV, and CAC
Building waterfall / funds flow models
Preparing materials used in transaction processes, including investment memoranda, executive summaries, management presentations, data books, pitchbooks, CIMs, and other marketing materials
Building and managing virtual data rooms
Processing NDAs
Coordinating with clients and prospective clients to gather due diligence materials

Qualifications:

Bachelor’s degree in finance or accounting and/or equivalent education, training, and work-related experience (must be already graduated by the time of application)
0–2 years of experience in a finance or business role, particularly one with a strong quantitative focus (3.5 GPA or higher required for applicants without work experience)
Strong financial modeling skills
Excellent verbal and written communication skills
Advanced proficiency in Microsoft Office, especially Excel and PowerPoint
Ability to organize and track overlapping tasks and assignments while priorities shift frequently

Peak Technology Partners

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