Business Development Associate at Kaizen Equity Partners (Scottsdale, AZ)
Kaizen Equity Partners· Scottsdale, AZ·
Role details
Work type
Onsite
Employment
Full-Time
Job description
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.
Why work at Kaizen Equity Partners
- 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.