Business Development Associate - Private Equity Firm

Position Overview:The Business Development Associate is responsible for sourcing new investment opportunities for new platform opportunities across multiple thesis areas and will be actively involved in identifying and sourcing potential "˜add-on' investments for existing portfolio companies. The individual will participate in all aspects of the business development process, including deal origination and qualification, relationship management, proposals, and initial diligence efforts. In addition, Associate will collaborate on database management, industry/market research and marketing. The individual will be expected to work out of the Boston office.Responsibilities:Proprietary Sourcing - Develop targeted pipeline across Firms thesis areas with mission of targeting and engaging with proprietary partnership acquisition opportunitiesLead outreach to target pipeline (email, call, LinkedIn, live visits)Achieve weekly outreach metrics to target pipelineTrack ongoing campaign efforts for internal reporting on pipeline statusCollaborate with Firms Partners and deal leads on key meetings to develop deeper relationships and move opportunities through partnership deal processBanker / Advisor led Process - Build and nurture relationships with investment bankers, corporate development professionals and other intermediariesMaintain an active dialogue with investment bankers and corporationsIdentifying M&A and strategic opportunities for existing portfolio companiesAbility to build trust and support with senior executives as the face of the FirmTravel and arrange meetings with important relationshipsAttend relevant conferences/events: industry conferences, corporate development conferences, etc.Evaluate new investment opportunities and present recommendations to deal team and investment committee:Gather necessary financial and operational information of target opportunities - If "˜banker led', Review Confidential Information MemorandumsGather deal dynamicsDevelop valuation based on preliminary dataInteract with senior deal leads regarding deal dynamics and bid strategyDevelop relationships with target opportunitiesSpecial Projects:Collaboration with BD team on defining the Firms way to refine the BD process, expand size of pipeline and active deal opportunities and accelerate the deployment of capitalBuilding out case studies and other marketing materialDeal flow analysis and Database reportingPartner with the investment team on creating and executing on new investment theses within the firms core sectorsDatabase AdministrationQuality control and oversight of weekly deal sheetQuality control for all contacts, accounts and new deals that are entered into the CRM databaseAssess deal tracking reportsRequirements:Demonstrated ability to work as a part of a team, and a desire to collaborate with both the Business development team and the Investment team to achieve success in accordance with the firms objectivesAmbition to develop strong relationships in industrial, infrastructure and business services sectors - both with prospective partners - and individuals across the industrial, infrastructure and business services network/landscapeComfort in speaking confidently about value creation and the path to partnership with the firm or as a critical component to a portfolio company of the firmExcellent analytical and communications capabilities; organizational discipline; attention to detailDriven, highly motivated self-starter with team orientationCreativity and entrepreneurial spiritAbility to build trust and support with founders and entrepreneurial leaders across the firm focus sectors as the face of the firmProven ability and/or results in a development role with impact/results tied to growth of business or operating segmentSuccessful candidate will likely have 2-3+ work experience in PE, investment banking, finance or industrial sales and have a working knowledge of private equity and the aptitude to learn very quickly

Created: 2025-02-14