Originate proprietary acquisition opportunities by identifying, researching, and engaging vertical market software companies that align with Banyan’s investment criteria.
Develop detailed market maps and target lists across assigned verticals, continually expanding Banyan’s coverage of founder-owned and privately held software businesses.
Design and execute thoughtful multi-channel outreach through phone, email, LinkedIn, industry events, conferences, and referral networks.
Initiate credible conversations with founders, owners, CEOs, and other senior decision-makers about their businesses, long-term goals, and potential partnership with Banyan.
Build trusted, long-duration relationships with prospective acquisition targets, including owners who may be years away from considering a transaction.
Qualify opportunities by developing an initial understanding of the company’s product, market position, ownership, growth profile, and alignment with Banyan’s acquisition strategy.
Create and manage structured nurture programs that keep Banyan relevant to founders and generate future acquisition conversations.
Partner closely with M&A leaders and Portfolio Leadership to prioritize targets, share market intelligence, and transition qualified opportunities into deeper acquisition discussions.
Represent Banyan’s permanent-home, buy-and-hold philosophy with credibility, curiosity, and respect in every founder interaction.
Use Banyan’s technology stack, data resources, and origination best practices to improve sourcing effectiveness and efficiency.
Maintain accurate relationship histories, activity records, and pipeline tracking in Salesforce, Gong Engage, and other internal systems.
Consistently achieve or exceed origination activity, relationship development, qualified opportunity, and pipeline goals.