Partnership Development Associate – SourcingThe Partnership Development Associate – Sourcing is a critical, high-profile role, primarily focused on identifying, qualifying, and cultivating acquisition targets across the country. This position is central to our mission of building a highly scalable, best-in-class M&A sourcing engine. For this role, Apex is seeking a driven, energetic, and successful business development professional with a passion for relationship-building, deal sourcing, and driving results.
This individual should possess an entrepreneurial mindset consistent with our core values: Stay Scrappy Have Fun; Embrace a Growth Mindset; Be Fact-Based and Metric-Driven; and Improve Through Collaboration. As a member of the Partnership Development team, this position will expose you to proprietary deal sourcing, business analysis and valuations, and the full lifecycle of the M&A process. Successful candidates will have a meaningful impact on Apex and the lives of the business owners and technicians we work with.You will travel the country meeting with potential sellers, developing relationships both with sellers and internal leaders, building financial models, and negotiating deals.
You won't find a better job in terms of entrepreneurial freedom, excitement, and ability to create value.The day-to-day responsibilities of this position will consist of:Building, developing, and maintaining strong relationships with business owners considering Apex as a partner for their businessCrafting a compelling message to business owners on why they should partner with and sell their company to ApexConsistently building and maintaining a robust pipeline of proprietary acquisition opportunities across the country, with an emphasis on warm referrals, industry networks, and in-person relationship development (cold outreach represents 10% or less of activity)Qualifying and analyzing deals based on Apex's investment criteria and operating model, and working with executive leadership and operational stakeholders to "win the deal"Meeting with a minimum of 20 new M&A targets in person each quarter across the countryAttending at least one industry conference or trade event per quarter to deepen market knowledge, expand the Apex network, and surface new acquisition opportunitiesCandidates should be excited about a role where they will play a pivotal role in identifying and developing relationships with owner-operated businesses. This is a relationship-driven, metric-oriented role – success is measured by the quality and depth of owner relationships, not the volume of cold calls made. Candidates should possess a desire to become very knowledgeable about the residential services industry and Apex's value proposition.
Candidates also must possess a high degree of professionalism and organization as they will be interacting with multiple business owners daily and reporting directly to Apex's senior management team.Apex's success is predicated on the ability to generate valuable investment opportunities that help grow our family of companies every year. The position will offer a long-term career path, attractive compensation, and access to world-class training and mentorship from Apex's senior management.Experience:Bachelor's degree in finance, economics, accounting, engineering, or a related field with a track record of strong academic and extracurricular performanceStrong relationship development and communication skills2-3 years of experience in a business development, consulting, finance or M&A-related role with a medium to long project or sales cycleExperience in fast-paced environment, managing and prioritizing dozens of workstreams simultaneouslyExperience or strong interest in M&A, transaction execution, private equity and private investments, strongly preferredFinancial and excel modelling skills and basic accounting knowledgeExperience managing multiple work efforts with little oversight and interacting directly with senior leadership or business owners, a plusPersonal Characteristics:Excellent communicator – written and oralInvestment Oriented – finds meaning and action in numbers, and is a data-driven decision-makerResourceful – figures out how to drive action and achieve results creatively with finite resourcesStellar time management and organizational skillsThrives in a nimble, lean, unstructured, fast-paced entrepreneurial environmentWorks collaboratively and energeticallyImpeccable integrity and ethical standardsSelf-aware, accepting of feedback, open, team player and respectful of othersLikeable personality that can interact with HVAC, Plumbing, and Electric business ownersPosses a white-hot will to winOther:Compensation: A competitive base salary and annual bonus will be offered with the opportunity to earn equity over time with proven performanceOther Benefits: Medical, Dental and Vision coverage, Competitive PTO, Sick days, and Holidays, 401k matchingLocation: Dallas, TXOffice Policy: In-personTravel: Weekly travel is the norm - most team members try to schedule travel Tuesday through Thursday (60-80%)