Private Equity Deal Origination Specialist (963738E)

Referment; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Referment partners with a global investment firm to identify and originate investment opportunities across the United States by building direct relationships with business owners nationwide. The role centers on owning sourcing strategy and execution with access to modern tools and data.

The ideal candidate will originate deals, develop creative sourcing campaigns, network with owners and intermediaries, and drive outreach through emails, LinkedIn, and calls, while sharing market insights to fuel

Qualifications

• Bachelor's degree or higher with 3–8 years in deal origination, direct sourcing or business development in private equity or expert networks.
• Proven ability to connect authentically with small- and mid-sized business owners across the US.
• Experience in sourcing-focused environments—private equity platforms or expert networks—rather than sales roles.
• Excellent interpersonal and communication skills, collaborative and approachable.

Responsibilities

• Source and originate new investment opportunities by connecting directly with small- and mid-sized business owners across industries.
• Own, develop, and execute creative sourcing and marketing strategies using data to identify promising opportunities.
• Build and maintain a network of business owners, expert networks, and relevant intermediaries for deal surface.
• Develop rapport and credibility with prospective sellers, fostering trust and open communication throughout sourcing.
• 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.

Skills

Deal origination

Networking

Education

Bachelor's degree or higher

Tools

LinkedIn

Job description

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.

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