Associate, Private Equity Business Development

Industries: Private Equity, M&A, Financial Services, Financial Sales

Experience Level: Associate (4+ years)
Compensation: $150,000-$200,000

Location: Newport Beach, CA (On-Site)
Job Type: Full Time
Education Level: Bachelor's Degree 

Our Company
Founded in 1998, Harvey & Company is a buyside acquisition search and principal investment firm. We are a unique company in that we have advised the buyer on every one of our 1,200+ transactions. We proactively reach out directly to business owners and companies that align with specific investment and acquisition strategies that we are leading. Our core team is comprised of 120+ professionals dedicated to specific sectors within industrial manufacturing and services, distribution, healthcare, business and financial services, technology, consumer, and energy. For more information, visit our website at www.harveyllc.com 

Job Description

Harvey & Company is seeking an experienced professional to lead a new, high-impact business development function focused on expanding and deepening our relationships with private equity clients. This is a client-facing leadership opportunity in a well-established, respected firm (120+ professionals, strong reputation in buy-side M&A). It's ideal for someone with 4-8+ years of relevant experience who wants to shift from pure deal execution to strategic relationship-building and team management while staying involved in the PE ecosystem.

You will work closely with our industry-focused deal teams to repurpose proprietary and actionable opportunities to both existing and new private equity clients. Preferred candidates will bring proven investment banking or private equity experience, a strong track record of executing deals, and ideally hands-on experience presenting deals to private equity buyers. You should be entrepreneurial, excited to build and scale this critical growth area, and ready to manage a small high-performing team.

Primary responsibilities include the following:

Relationship Building:

· Collaborate with private equity firms and their portfolio companies’ teams to understand acquisition criteria and support buy-and-build strategies 

· Establish and maintain relationships with clients to ensure Harvey & Company is the first point of contact for deal flow

· Accurately summarize and convey deal opportunities to possible acquirers

Pipeline Building:

· Develop a high-quality, continuously refreshed deal pipeline aligned with the clients’ investment focus

· Effectively communicate unique attributes of potential acquirers to CEOs, founders, and business owners, while forming deep relationships as a trusted industry insider

· Oversee CRM systems and origination efforts to ensure accurate tracking and optimized deal origination and progression.

Cross-Team Collaboration

· Partner with our internal deal teams to ensure seamless handoff from origination to client engagement

· Collaborate with internal marketing teams to execute on strategic relationship building exercises

· Coordinate with executive placement teams on executive-led initiatives

Team Leadership

· Build, mentor, and manage a high-performing business development team

· Instill a culture of proactive sourcing, disciplined follow-through, and market excellence

*Please note that there is no financial modeling in the role and only minor financial statement analysis.*
 

Compensation:

• This role can expect to earn annual compensation of $150k-$200k including bonuses. Upon advancement, you can expect to earn additional deal fee-based commissions and co-investment opportunities.
• Comprehensive benefits package (medical, dental, vision) after a standard waiting period.
• 401(k) plan with profit sharing after a standard waiting period.

Job Qualifications:

• BS/ BA degree from an accredited four-year university.
• 3+ years of investment banking or private equity experience is required. 
• Relevant private equity business development experience is a huge plus.
• Candidates are expected to be self-starters and effectively contribute to a team environment.
• Candidates must be hardworking, outgoing, organized, multi-task oriented, and eager to learn. Candidates must exhibit strong attention to detail and proven pride in workmanship. Polished verbal and written communication skills and proficiency with Microsoft applications are a must.

Harvey & Company LLC is an Equal Opportunity Employer who is committed to maintaining an inclusive work environment. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, veteran status, gender identity, pregnancy, or any other legally protected status based on federal, state or local law, including national origin or citizenship. 

Harvey & Company LLC is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please contact sbennett@harveyllc.com for assistance.