---
title: 'Vice President, Technology Investment Banking (M&A) at Kaizen Equity Partners'
canonical: 'https://feeny.ai/job/vice-president-technology-investment-banking-m-a-kaizen-equity-partners-1ws7nptgpd0p'
type: 'job'
last_seen: '2026-09-09'
---

# Vice President, Technology Investment Banking (M&A) at Kaizen Equity Partners

- **Company:** Kaizen Equity Partners
- **Location:** Scottsdale, AZ
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-10-22
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.gem.com/kaizen-equity-partners/am9icG9zdDod_VUfcX8yCuuGOiz3hdjR

## Job description

Vice President, Technology Investment Banking (M&A)

## About Us

We are a fast-growing software-focused middle market investment bank that advises companies on M&A strategies and capital raises. Our team is rapidly growing, highly collaborative, and driven by a commitment to excellence and results.

## The Role

As a Vice President, you will be a key driver of client engagements—leading deal execution, managing teams, and working directly with founders, investors, and senior executives. This is a hands-on role where you will oversee the full lifecycle of transactions, from client engagement through closing, while mentoring Associates and Analysts and shaping the firm’s growth.

## What You’ll Do

- Lead Transactions: Partner with senior leaders to take ownership of M&A and capital-raising processes, managing all aspects of execution including diligence, modeling, valuation, and negotiations.
- Develop Clients: Build and nurture relationships with entrepreneurs, investors, and strategic acquirers to drive new business opportunities.
- Guide the Team: Supervise and mentor junior team members, ensuring top-quality work product and professional development.
- Shape Strategy: Partner with senior leadership on pitch strategy, market positioning, and client presentations.
- Deliver Excellence: Ensure materials, models, and communications are accurate, insightful, and presentation-ready.

## What We’re Looking For

- 4–6+ years of investment banking or transaction advisory experience
- Proven ability to manage clients, lead teams, and manage multiple workstreams under tight timelines
- Strong technical skills, including financial modeling, valuation, and deal structuring
- Excellent written and verbal communication skills with a client-first mindset

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