Associate, Private Equity Business Development

Harvey & Company • Newport Beach, CA

6d • $150,000 - $200,000 • Onsite

About The Position

Harvey & Company is seeking an experienced professional to lead a new, high-impact business development function focused on expanding and deepening our relationships with private equity clients. This is a client-facing leadership opportunity in a well-established, respected firm (120+ professionals, strong reputation in buy-side M&A). It's ideal for someone with 4-8+ years of relevant experience who wants to shift from pure deal execution to strategic relationship-building and team management while staying involved in the PE ecosystem. You will work closely with our industry-focused deal teams to repurpose proprietary and actionable opportunities to both existing and new private equity clients. Preferred candidates will bring proven investment banking or private equity experience, a strong track record of executing deals, and ideally hands-on experience presenting deals to private equity buyers. You should be entrepreneurial, excited to build and scale this critical growth area, and ready to manage a small high-performing team.

Requirements

• BS/ BA degree from an accredited four-year university.
• 3+ years of investment banking or private equity experience is required.
• Candidates are expected to be self-starters and effectively contribute to a team environment.
• Candidates must be hardworking, outgoing, organized, multi-task oriented, and eager to learn.
• Candidates must exhibit strong attention to detail and proven pride in workmanship.
• Polished verbal and written communication skills and proficiency with Microsoft applications are a must.

Nice To Haves

• Relevant private equity business development experience is a huge plus.
• proven investment banking or private equity experience
• a strong track record of executing deals
• hands-on experience presenting deals to private equity buyers
• entrepreneurial

Responsibilities

• Collaborate with private equity firms and their portfolio companies’ teams to understand acquisition criteria and support buy-and-build strategies
• Establish and maintain relationships with clients to ensure Harvey & Company is the first point of contact for deal flow
• Accurately summarize and convey deal opportunities to possible acquirers
• Develop a high-quality, continuously refreshed deal pipeline aligned with the clients’ investment focus
• Effectively communicate unique attributes of potential acquirers to CEOs, founders, and business owners, while forming deep relationships as a trusted industry insider
• Oversee CRM systems and origination efforts to ensure accurate tracking and optimized deal origination and progression.
• Partner with our internal deal teams to ensure seamless handoff from origination to client engagement
• Collaborate with internal marketing teams to execute on strategic relationship building exercises
• Coordinate with executive placement teams on executive-led initiatives
• Build, mentor, and manage a high-performing business development team
• Instill a culture of proactive sourcing, disciplined follow-through, and market excellence

Benefits

• Comprehensive benefits package (medical, dental, vision) after a standard waiting period.
• 401(k) plan with profit sharing after a standard waiting period.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level