Director, M&A Origination

This role is hybrid based out of Scottsdale AZ or Charlotte NC.

The Director, M&A Origination (“Director”) will report to Ventura’s Chief Acquisition Officer (“CAO”) and work on a five-person M&A team, including an experienced Associate and two Vice Presidents. The Director will be responsible for:

• Origination of high-quality potential partnerships
• Leading M&A marketing initiatives
• Building a differentiated strategy that stands out in the industry
• Developing a persistent outreach through multiple modalities
• Ensuring Ventura has the best competitive intel and database in the industry
• Deploying a data-centric approach to outreach and pipeline management
  
  

This is not a plug-and-play role – we are building something special in the HOA industry. We have a strong culture and operate with a spirit of entrepreneurship and teamwork by serving Ventura’s team members, potential partners, and one another.

Travel will vary as necessary to ensure success.

Responsibilities

Origination:

• Build strategy that combines email, in-person, and direct phone outreach
• Leverage and build upon database of existing proprietary information
• Lead initial conversations, effectively communicating why we’re different
• Maintain a professional, affable demeanor with business owners facing one of the toughest decisions they’ll face
• Build relationships with industry bankers and other “finders” to broaden Ventura’s brand presence across the country
• Leverage our third-party technologies for outreach and pipeline management
  
  

Marketing:

• Develop messaging that grows Ventura’s reputation as the “partner of choice” for management companies
• Lead content development that broadens Ventura’s digital footprint
• Maintain a continual presence on key social media outlets (e.g., LinkedIn)
• Proactively develop and update M&A marketing collateral
• Work with our Chief Marketing Officer to ensure consistent messaging across community clients and prospective acquisition partners
• Schedule opportunities for Ventura leadership, including trade shows, geography “road shows,” podcasts, etc.
  
  

Knowledge & Pipeline Management:

• “Own” database of proprietary industry intelligence
• Capture, log and update all information during outreach
• Utilize reporting and dashboards to capture outreach activity
  
  

Requirements

• 10+ years of professional experience with a focus on business development, especially in investment banking, private equity or other areas of M&A
• Proficient at Microsoft Excel and PowerPoint
• Exceptional communication and “soft skills”
• Professional, affable demeanor with a “hunter mentality”
• Self-motivated with energy to support continual outreach and pipeline development
• “Get it done mentality” and ability to self-manage
  
  

Physical Requirements

The physical requirements can vary, but generally, they may include:

• Lifting: Ability to lift and carry materials (e.g., laptop, documents, trade show materials) up to 15 pounds occasionally.
• Mobility: Ability to move within an office setting, including walking short distances, attending internal meetings, and navigating workspaces. Occasional mobility required during travel (airports, hotels, event venues, client offices).
• Working conditions: Primarily performed onsite or hybrid. Periodic travel to conferences, partner sites, and internal meetings, sometimes across varying schedules and time zones.
• Personal protective gear: N/A
• Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events
• Manual Dexterity: Skills in using technology, including computers and mobile devices
• Driving: Occasional driving for local meetings, regional travel, and events. Must maintain a valid driver’s license and be able to safely operate a motor vehicle when travel is required. (Please note: We will request and review an MVR at the time of hire and on a periodic basis thereafter to ensure that employees maintain a satisfactory driving status.)
  
  

We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodation in performing the job duties as described in the job description, discuss with your manager.

WHAT WE OFFER:

• Comprehensive benefits package including medical, dental, and vision
• Wellness program
• Flexible Spending Accounts
• Company-matching 401k contributions
• Paid time off for vacation, holidays, medical, and volunteering
• Paid parental leave
• Training and educational assistance
• Support programs, including Employee Assistance Program and Calm Health
• Optional benefits including short- and long-term disability, life insurance, and pet insurance
• Most importantly, a caring team who is dedicated to your success!