Note: The job is a remote job and is open to candidates in USA. CarterPierce, INC. is a professional services firm serving private equity and investment-oriented clients. The Director, Business Development - Sponsor Coverage will lead sponsor coverage, develop relationships across the private equity and M&A ecosystem, generate new business opportunities, and represent the firm in senior-level market engagements.
Responsibilities
- Develop and execute a business development strategy focused on private equity sponsors, operating partners, deal teams, portfolio executives, and centers of influence across the M&A ecosystem
- Build and expand relationships with lower middle market and middle market private equity firms
- Leverage an existing network to generate sponsor meetings, portfolio company introductions, diligence opportunities, referrals, and new client relationships
- Represent the firm at ACG events, industry conferences, private equity events, sponsor dinners, and other relationship driven market opportunities
- Work closely with firm leadership to refine target account strategy, prospect messaging, and market positioning
- Identify opportunities where the firm can support sponsors through pre close diligence, post close execution, broker management, portfolio level insurance reviews, employee benefits advisory, and renewal optimization
- Help communicate value proposition in a way that resonates with GPs, operating partners, CFOs, CEOs, and management teams
- Own relationship progression from initial introduction through qualified opportunity
- Develop a disciplined cadence around prospecting, account coverage, event follow up, referral source management, pipeline development, and opportunity tracking
- Collaborate with the internal team to ensure prospects and referral sources receive timely and professional follow through
- Serve as a senior external representative in the market and help elevate the firm’s visibility across the private equity ecosystem
Skills
- • 5+ years of relevant experience in private equity coverage, M&A services, sponsor focused business development, financial services, professional services, consulting, or a related field
- • Demonstrated ability to build relationships with senior professionals across private equity, portfolio companies, investment banking, lending, legal, consulting, or advisory communities
- • Existing network within the private equity, M&A, or lower middle market business ecosystem
- • Strong executive presence and ability to represent a professional advisory firm in senior level meetings
- • Proven ability to originate opportunities, manage relationships, and convert market activity into revenue producing engagements
- • Ability to clearly communicate a differentiated advisory value proposition to sponsors and portfolio company executives
- • Comfort operating in a growing entrepreneurial firm where the opportunity is clear but the go to market function is still being scaled
- • Ability and willingness to travel regularly for sponsor meetings, conferences, industry events, and relationship development
- • Strong verbal and written communication skills
- • High level of accountability, follow through, and commercial judgment
- • Deep relationships within lower middle market and middle market private equity
- • Experience participating in ACG, SBIA, AM&AA, TMA, regional private equity networks, or similar sponsor focused communities
- • Prior success selling advisory, consulting, diligence, financial services, or other professional services solutions into private equity
- • Experience working with operating partners, deal teams, CFOs, CEOs, or portfolio company leadership
- • Understanding of the private equity investment lifecycle, including diligence, post close execution, add on acquisitions, renewals, value creation, and exit preparation
Company Overview