Job Summary
We founded the Proprietary Deal Team in February 2018 with seven professionals. Within two quarters, we grew to eleven professionals, having contacted 11,000 companies, reviewed 250 deal opportunities, conducted formal diligence on 50, and acquired 5. This is just the beginning.
An associate on the Proprietary Deal Team joins a lean, cohesive group sourcing acquisitions by direct outreach. We research, email, call, befriend, follow-up with, diligence, model, and - finally! - acquire B2B tech companies of all product and service types in all end markets. We are always learning, always growing.
You will send outbound emails to and conduct calls with management teams of acquisition targets, and you will hold multiple, subsequent conversations to advance the right deals. Associates will also be exposed to all facets of the investment process, including diligence, modelling, deal-execution, and negotiating terms. And you will learn a ton speaking with company CEO's all day, everyday. We love what we do, because in today's competitive marketplace, wherein everyone can model and everyone can diligence, proprietary sourcing is the most differentiated skill in private equity.
We also boast a unique culture. You will feel the difference if you've worked in private equity, investment banking, management consulting, or other areas of high finance previously. We do not micro-manage. We ruthlessly eliminate busy work . Also, we care about our people's learning, development, and work/life balance. We are laser-focused on our audacious goal of becoming the fastest-growing and most-active software private equity firm in the world. So we have to do everything right, and treat our people well.
Candidate Requirements:
- 2+ years work experience in one or several of the following areas Software sales or other technical sales
- VC/PE business development
- Investment banking, sales-and-trading or wealth management client development
- Professional services, (e.g., management consulting, audit, financial advisory, etc.)
- Functional understanding of Finance and the M&A process
- Understanding of software business and market trends
- Have confidence of cold-calling business executives including C-Suite and business owners
- Outcome oriented mindset rather than task oriented
- Comfortable multitasking and resolving ambiguity
- Comfortable working independently and in applying own judgement, even in uncertain and unfamiliar situations
- A bachelor's or master's degree in Finance or CFA or MBA
- Excellent communication skills in English, especially being able to speak persuasively with industry executives and articulate insights and observations in a friendly and succinct manner
