Job Description

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 Firm's thesis areas with mission of targeting and engaging with proprietary partnership acquisition opportunities

• Lead outreach to target pipeline (email, call, LinkedIn, live visits)
• Achieve weekly outreach metrics to target pipeline
• Track ongoing campaign efforts for internal reporting on pipeline status
• Collaborate with Firm's Partners and deal leads on key meetings to develop deeper relationships and move opportunities through partnership deal process
• Banker / Advisor led Process - Build and nurture relationships with investment bankers, corporate development professionals and other intermediaries
• Maintain an active dialogue with investment bankers and corporations
• Identifying M&A and strategic opportunities for existing portfolio companies
• Ability to build trust and support with senior executives as the face of the Firm
• Travel and arrange meetings with important relationships
• Attend 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 Memorandums
• Gather deal dynamics
• Develop valuation based on preliminary data
• Interact with senior deal leads regarding deal dynamics and bid strategy
• Develop relationships with target opportunities

Special Projects:

• Collaboration with BD team on defining the Firm's way to refine the BD process, expand size of pipeline and active deal opportunities and accelerate the deployment of capital
• Building out case studies and other marketing material
• Deal flow analysis and Database reporting
• Partner with the investment team on creating and executing on new investment theses within the firm's core sectors
• Database Administration
• Quality control and oversight of weekly deal sheet
• Quality control for all contacts, accounts and new deals that are entered into the CRM database
• Assess deal tracking reports

Requirements:

• 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 firm's objectives
• Ambition 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/landscape
• Comfort 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 firm
• Excellent analytical and communications capabilities; organizational discipline; attention to detail
• Driven, highly motivated self-starter with team orientation
• Creativity and entrepreneurial spirit
• Ability to build trust and support with founders and entrepreneurial leaders across the firm focus sectors as the face of the firm
• Proven ability and/or results in a development role with impact/results tied to growth of business or operating segment
• Successful 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

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