---
title: 'Investment Banking Analyst (Tech M&A) at Kaizen Equity Partners'
canonical: 'https://feeny.ai/job/investment-banking-analyst-tech-m-a-kaizen-equity-partners-scottsdale-h0r4zs9x2czt'
type: 'job'
last_seen: '2026-09-16'
---

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

- **Company:** Kaizen Equity Partners
- **Location:** Scottsdale, AZ
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-01-27
- **Last confirmed live:** 2026-09-16
- **Apply:** https://jobs.gem.com/kaizen-equity-partners/am9icG9zdDpHygIBqNQLhLT-xkouiNzk

## Job description

Analyst – Investment Banking (M&A)

## About Us

We are a fast-growing, software-focused middle market investment bank advising companies on M&A strategies and capital raises. Our team is highly collaborative, execution-driven, and committed to delivering exceptional outcomes for founders, investors, and management teams.

## The Role

As an Analyst, you will play a critical role in supporting transaction execution and business development efforts. You will work closely with bankers on live M&A and capital-raising engagements while also assisting with pitch preparation and market research to support new client origination. This role is designed for high-performing early-career professionals who want hands-on exposure across both deal execution and firm growth initiatives.

## What You Will Do

- Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
- Develop Technical Skills: Build and maintain financial models and analyses. Ensure accuracy, consistency, and attention to detail across all work product.
- Conduct Research and Diligence: Perform company, industry, and market research to support live transactions and strategic positioning. Help organize diligence materials, manage virtual data rooms, analyze client information, and summarize findings for senior team members.
- Support Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral.
- Prepare Deal and Pitch Materials: Create and refine pitch decks, confidential information memorandums, management presentations, and other client deliverables that are clear, well-structured, and presentation-ready.
- Collaborate with the Team: Work in a fast-paced, team-oriented environment alongside senior bankers and fellow Analysts to meet deadlines and support both execution and origination efforts.
- Gain Client Exposure: Participate in client calls, internal deal discussions, and pitch meetings to build understanding of transaction processes and client dynamics.

## What We Are Looking For

- Internship or full time experience in investment banking, private equity, corporate development, consulting, accounting, finance, or a related field
- Strong analytical skills and a solid foundation in finance, accounting, and valuation concepts
- High attention to detail and a strong commitment to producing high-quality work
- Ability to learn quickly, take direction, and manage multiple tasks in a deadline-driven environment
- Clear, professional written and verbal communication skills
- Strong work ethic, intellectual curiosity, and desire to grow within investment banking

## 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

- [Business Development Associate](https://feeny.ai/job/business-development-associate-kaizen-equity-partners-scottsdale-8tege5ye4y95) — Scottsdale, AZ
- [Vice President, Technology Investment Banking (M&A)](https://feeny.ai/job/vice-president-technology-investment-banking-m-a-kaizen-equity-partners-1ws7nptgpd0p) — Scottsdale, AZ