Build and manage a high-volume pipeline of proprietary M&A opportunities in the software vertical, targeting transactions in the $50–$100MM range
Own outbound deal origination: cold and warm outreach via email, phone, LinkedIn, and in-person at conferences and industry events
Develop and maintain relationships with sell-side intermediaries — bankers, brokers, and advisors — at middle market and boutique M&A firms
Identify, qualify, and engage directly with software company founders and owners who are not yet running a formal process
Represent the firm professionally in all external interactions; you will be in rooms with CEOs, investment bankers, and M&A counsel
Screen and prioritize inbound opportunities alongside the deal team
Travel to trade shows, conferences, target company meetings, and networking events — including on short notice
Maintain accurate pipeline tracking and activity reporting in CRM (Salesforce or equivalent)
Partner with investment principals to refine targeting criteria, develop thesis-driven outreach campaigns, and iterate on sourcing strategy
Requirements
4–6 years of experience in investment banking (software/technology M&A strongly preferred), corporate development at a fund or PE-backed company, or a senior business development role with direct M&A exposure
A track record of closing deals — not just a part of working on deals that closed, but actually hands on closing them yourself
Genuine business development experience: email campaigns, conference attendance, cold outreach, and relationship-building — not just execution support
Deep familiarity with middle market M&A mechanics, deal structuring, and the intermediary landscape
Exceptional interpersonal skills — you are charismatic, credible, and comfortable representing a firm at the highest levels
A scrappy, self-starting mentality; you set your own pace and it is fast