---
title: 'Business Development Analyst, Investment Banking (Tech M&A) at Kaizen Equity Partners'
canonical: 'https://feeny.ai/job/business-development-analyst-investment-banking-tech-m-a-kaizen-equity-partners-pksmksbj6pg5'
type: 'job'
last_seen: '2026-09-23'
---

# Business Development Analyst, Investment Banking (Tech M&A) at Kaizen Equity Partners

- **Company:** Kaizen Equity Partners
- **Location:** Scottsdale, AZ
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-22
- **Last confirmed live:** 2026-09-23
- **Apply:** https://jobs.gem.com/kaizen-equity-partners/am9icG9zdDpOjc4L7PN-EwHQioqoYuaI

## Job description

Business Development Analyst: 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

As a Business Development Analyst, you will support our business development team across the full origination process, from first outreach to signed mandate. This is an entry-level role for someone who wants hands-on exposure to how sell-side deals are sourced, qualified, and won.

- Outreach Support: Help build and run outreach campaigns targeting founders and executives of SaaS and TMT companies, including target list building, prospect research, and email sequencing.
- Client Engagement Support: Prepare for discovery calls by researching prospects and compiling SaaS metrics and financial information. Join calls with founders and C-level executives alongside senior team members, and summarize key takeaways and next steps.
- Pipeline Management: Maintain CRM records, track lead status, and coordinate follow-ups so high-potential leads move toward conversion.
- Market Research: Research technology trends, market dynamics, comparable transactions, and active buyers to inform outreach strategy and pitch positioning.
- Deal and Pitch Materials: Assist in building presentations, proposals, and company profiles under the guidance of Associates and senior bankers.
- Collaboration & Learning: Work closely with the business development and execution teams, and learn sourcing and relationship management best practices directly from experienced dealmakers.

## What We Are Looking For

- Education & Experience: Bachelor's degree in finance, business, economics, or a related field. Recent graduates are welcome. Internship experience in investment banking, private equity, venture capital, consulting, or sales is a plus.
- Analytical Skills: Solid understanding of financial statements and a strong interest in learning SaaS metrics (ARR, MRR, churn, etc.) and M&A deal structures. Proficiency in Excel and PowerPoint.
- Interpersonal & Communication: Strong written and verbal communication skills, a professional presence, and comfort engaging with senior executives and founders.
- Organizational Skills: Detail-oriented and highly organized, with the ability to manage multiple priorities at once. Self-driven, coachable, and eager to grow in a fast-paced, entrepreneurial setting.

## What We Offer

- Competitive Compensation & Upside: Competitive base salary with a performance-based bonus.
- Professional Development: Hands-on mentorship and a clear path to Associate 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, with remote summers.

## About Kaizen Equity Partners

## Company Overview
- **One-liner**: Kaizen Equity Partners is a sell-side only investment bank that provides strategic M&A advisory and capital-raising services to market-leading software and internet businesses.
- **Entity Type**: Private (bootstrapped; no external funding rounds)
- **Headquarters**: Scottsdale, Arizona, United States
- **Founded**: Not publicly available (founded prior to 2022 based on earliest web mentions)
- **Founders**: Shane Seelig (Co-Founder & Managing Partner), Zach Haarer (Co-Founder & Managing Partner)

## Core Business
- **Primary industry/industries**: Investment Banking, Sell-Side M&A Advisory, Financial Services
- **Target customers**: Founders and management teams of B2B software, vertical SaaS, payments, HCIT, nonprofit HCM, and AI-native SaaS companies.
- **Mission or purpose statement**: "To assist market-leading software founders with accomplishing outstanding transaction outcomes through extensive preparation, discipline, and continuous refinement."

## Products & Services
- **Sell-Side M&A Advisory**: Exclusive representation of software and internet companies in mergers, acquisitions, and divestitures.
- **Growth Capital Raising**: Advisory for private equity and strategic capital raises.
- **Strategic Financial Planning**: Guidance on key growth and retention metrics to prepare businesses for a transaction.

## Market Standing
- **Valuation/Market Cap**: Not applicable (private services firm; no publicly traded equity)
- **Key Metric**: Over $30 billion in total transaction value delivered; 94% industry-leading close rate; average 16 indications of interest (IOIs) received per transaction.
- **Notable Investors/Partners**: The firm is itself an advisor; past clients include Clearcare Solutions and ResiDex (as shown on their homepage). Trusted by market-leading investors and public strategic acquirers.
- **Growth Signals**: Maintains a 100% close rate on engagements, with deep domain expertise across multiple software verticals. The firm recently hired for a Business Development Associate role, signaling continued expansion.

## Competitive Advantages
- **Sell-Side Only Focus**: Unconflicted alignment — the firm never represents buyers, ensuring founders receive undivided loyalty.
- **Domain Expertise**: Team of former B2B software founders and investors who bring operational and transactional experience.
- **Continuous Improvement Methodology**: A "Kaizen" (continuous improvement) process that refines each step of the deal lifecycle to maximize outcomes.
- **Proven Track Record**: 94% close rate and average 16 IOIs per process demonstrate strong market access and execution.

## Strategic Focus
- **Current priorities**: Deepening specialization in high-growth software verticals (SaaS, AI-native, HCIT, HCM, payments) and expanding the business development pipeline to source premium mandates.
- **Direction for growth**: Scaling the deal team and leveraging a repeatable, data-driven process to maintain market-leading outcomes for founders.

## Why Work Here
- **Culture highlights**: Candid, creative, and straightforward advisory style. Team described as "dealmakers" who take pride in disciplined execution and deep expertise.
- **Remote/hybrid/office policy**: In-office requirement. All employees work from a physical office (Scottsdale, AZ), as per Built In.
- **Notable perks or engineering culture**: Not a tech engineering firm — it’s a professional services environment focused on deal execution. Employees gain exposure to high-stakes M&A transactions, mentorship from experienced bankers, and a tight-knit team of 20 people. Recent job postings emphasize mentorship and collaboration.

## Sources
1. [Kaizen Equity Partners Website](https://www.kaizen-equity.com/)
2. [Kaizen Equity Partners Team Page](https://www.kaizen-equity.com/team)
3. [Built In Company Profile](https://builtin.com/company/kaizen-equity-partners)
4. [Built In Jobs Page](https://builtin.com/company/kaizen-equity-partners/jobs)
5. [The Org Profile](https://theorg.com/org/kaizen-equity-partners)

## Other roles at Kaizen Equity Partners

- [Investment Banking Analyst (Tech M&A)](https://feeny.ai/job/investment-banking-analyst-tech-m-a-kaizen-equity-partners-scottsdale-h0r4zs9x2czt) — Scottsdale, AZ