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.
Numbers & Facts
Location
Scottsdale, Arizona
Skills
Analysis Skillsunmatched
Banking Servicesunmatched
Best Practicesunmatched
Business Developmentunmatched
C-Level Managementunmatched
Communication Skillsunmatched
Customer Conversionunmatched
Emerging Technologyunmatched
Entrepreneurshipunmatched
Financeunmatched
Financial Metricsunmatched
Financial Statementsunmatched
Interpersonal Skillsunmatched
Investment Servicesunmatched
Leadershipunmatched
Market Analysisunmatched
Market Trend Analysisunmatched
Mentoringunmatched
Mergers and Acquisitionsunmatched
Metricsunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Private Bankingunmatched
Proposal Writingunmatched
Relationship Managementunmatched
Salesunmatched
Sales Managementunmatched
Software as a Service (SaaS)unmatched
Technical Researchunmatched
Time Managementunmatched
Trend Analysisunmatched
Writing Skillsunmatched
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