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Referment is working with a global investment firm whose private equity team acquires and grows small- and medium-sized businesses across the US. This role centers on origination: identifying and sourcing new investment opportunities by building direct relationships with business owners nationwide, with real ownership of sourcing strategy and the tools to execute it.
The Role: Source and originate new investment opportunities by connecting directly with small- and mid-sized business owners across a range of industries. Own, develop, and execute creative sourcing and marketing strategies, using modern tools and high-quality data to identify and prioritize the most promising opportunities. Build and maintain a network of business owners, expert networks, and relevant intermediaries that keeps surfacing potential deals. Develop rapport and credibility with prospective sellers, fostering trust and open communication throughout the sourcing process. Drive proprietary outreach — email campaigns, LinkedIn networking, and cold calling — to source deals directly. Share market insights with the internal team and support the pipeline of potential acquisitions.
What We're Looking For: A bachelor's degree or higher, plus three to eight years of relevant experience in deal origination, direct sourcing, client services, or business development within private equity or expert networks. A demonstrated ability to connect authentically with small- and mid-sized business owners, particularly across middle America. Experience in sourcing-focused environments — private equity platforms or expert networks — rather than sales or corporate development. Excellent interpersonal and communication skills, with a collaborative and approachable manner. This could suit a deal sourcer, expert-network professional, or business development specialist who has built their own pipeline and enjoys the relationship-building side of private equity.#Referment

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Financial and Investment Analysts

Industry

Miscellaneous Financial Investment Activities

Posted

today

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