Business Development Associate

Kaizen Equity Partners • Scottsdale, AZ

11d • Hybrid

About The Position

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.

Requirements

• 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.
• Understanding of SaaS metrics (ARR, MRR, churn, etc.), financial statements, and basic M&A deal structures.
• Strong verbal and written communication skills and experience building rapport with senior executives and founders.
• Highly organized with the ability to manage multiple leads simultaneously.
• Self-driven and eager to work in a fast-paced, entrepreneurial setting.

Responsibilities

• Develop and execute outreach strategies to secure new sell-side mandates in SaaS and broader TMT markets.
• Lead discovery calls with founders/C-level executives, assessing SaaS metrics, financial statements, and readiness for sale.
• Track a portfolio of high-potential leads, ensuring timely follow-up, qualification, and conversion into active clients.
• Research emerging technology trends and market dynamics to inform outreach strategies and pitch positioning.
• Customize presentations and proposals with strategic insights that resonate with potential clients.
• Coordinate closely with the business development team for smooth transitions from origination to execution.
• Mentor analysts, sharing best practices in sourcing and relationship management.

Benefits

• 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.

What This Job Offers

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