The Role
Source and qualify sell-side M&A mandates in SaaS/TMT through outreach and discovery calls; manage a lead pipeline; research market trends; prepare customized pitch materials; collaborate with the BD team and mentor analysts to convert leads into clients.
Summary Generated by Built In
Business Development Associate – Investment Banking (M&A)
About Us
Kaizen Equity Partners is a premier M&A investment bank focusing exclusively on the TMT sector. We close over $1B in transactions annually with a 90%+ success rate. Join our rapidly growing team of high-caliber professionals who excel in both relationship-building and analytical assessments.
The Role
- Deal Origination Strategy: Develop and execute outreach strategies to secure new sell-side mandates in SaaS and broader TMT markets.
- Client Engagement & Qualification: Lead discovery calls with founders/C-level executives, assessing SaaS metrics, financial statements, and readiness for sale.
- Pipeline Oversight: Track a portfolio of high-potential leads, ensuring timely follow-up, qualification, and conversion into active clients.
- Market Analysis & Positioning: Research emerging technology trends and market dynamics to inform outreach strategies and pitch positioning.
- Prepare Deal and Pitch Materials: Customize presentations and proposals with strategic insights that resonate with potential clients.
- Collaboration & Mentorship: Coordinate closely with the business development team for smooth transitions from origination to execution. Mentor analysts, sharing best practices in sourcing and relationship management.
What We Are Looking For
- Education & Experience: Bachelor’s degree in finance, business, or related field with 1–3 years of business development experience in investment banking, private equity, or a similar environment, ideally with a SaaS focus.
- Analytical Skills: Understanding of SaaS metrics (ARR, MRR, churn, etc.), financial statements, and basic M&A deal structures.
- Interpersonal & Communication: Strong verbal and written communication skills and experience building rapport with senior executives and founders.
- Organizational Skills: Highly organized with the ability to manage multiple leads simultaneously. Self-driven and eager to work in a fast-paced, entrepreneurial setting.
What We Offer
- Competitive Compensation & Upside: Strong base salary with aggressive bonus structures tailored to performance.
- Professional Development: Fast-track advancement for consistent high performers.
- Dynamic Culture: A vibrant, entrepreneurial team environment, plus firm-sponsored retreats and social events.
- Location & Flexibility: Collaborate on-site in Old Town Scottsdale for most of the year; enjoy remote summers.
Skills Required
- Bachelor's degree in finance, business, or related field
- 1-3 years of business development experience in investment banking, private equity, or similar environment
- Experience or focus on SaaS/TMT sectors (ideally SaaS)
- Understanding of SaaS metrics (ARR, MRR, churn), financial statements, and basic M&A deal structures
- Strong verbal and written communication and ability to build rapport with founders and C-level executives
- Highly organized, able to manage multiple leads and follow-ups; self-driven in a fast-paced environment
- Experience preparing customized presentations, proposals, and pitch materials
- Experience mentoring or coordinating with junior analysts and sharing sourcing best practices
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The Company
What We Do
Kaizen Equity Partners is a sell-side only investment bank dedicated to delivering premium outcomes for software and internet businesses. The firm provides strategic financial advisory services, including assistance with mergers and acquisitions, capital raising, and strategic financial planning, helping founders achieve financial health by focusing on key growth and retention metrics within the technology sector.
