At a Glance
- Tasks: Lead capital raising efforts and manage investor relationships for M&A activities.
- Company: Join a dynamic boutique private equity fund focused on scaling lower mid-market businesses.
- Benefits: Enjoy a competitive salary, significant bonuses, and co-investment opportunities.
- Why this job: Make a real impact from day one in a professional start-up atmosphere with a small team.
- Qualifications: 5+ years in investor relations or private equity with strong connections to HNWIs and family offices.
- Other info: Direct path to Equity Partner and a chance to shape the future of the firm.
The predicted salary is between 72000 - 168000 £ per year.
A boutique private equity fund and advisory firm is seeking to recruit an Investment Director. It was set up as a search fund, a form of entrepreneurial private equity, established with the aim of acquiring lower mid-market businesses. It is focused on scaling its existing portfolio companies through both organic growth and executing M&A / buy and build strategies, whilst seeking to expand its portfolio further through the purchase of private businesses typically valued at between £4M and £20M.
It is seeking a dynamic Investor Relations and Capital Raising Lead (Investment Director) to spearhead its capital raising efforts for multiple planned future acquisitions. The ideal candidate will have a strong network of HNWIs, family offices, and institutional investors, as well as the ability to craft compelling investor materials and manage end-to-end capital raising. This is a unique opportunity to build and scale investor relationships for our current and future acquisitions, with strong upside potential. This role will be attractive for those who thrive on autonomy, want to have a significant impact on a business from day one and who like the idea of working in a professional start-up like atmosphere, with a small collegiate team. This role presents a rare opportunity to get in on the ground floor, as the company moves from its origins as a search fund towards its aim of becoming an entrepreneurial institutional investor.
Key Responsibilities:
- Develop and execute structured capital-raising plans to secure equity financing on deals.
- Identify, engage, and manage relationships with HNWIs, family offices, PE firms, and institutional investors.
- Drive outreach campaigns, investor roadshows, and one-on-one meetings.
- Clearly communicate the investment thesis, risks, and upside potential.
- Manage investor Q&A and due diligence processes.
- Build and nurture a long-term investor base for future acquisitions.
- Maintain investor CRM, tracking commitments and engagement levels.
- Coordinate with legal and financial advisors on deal structuring and closing.
Experience:
- 5+ years in investor relations, capital raising, private equity, corporate finance, or investment banking.
- Management or strategy consultants will also be considered but must demonstrate a strong interest in LMM private equity.
- Strong connections with HNWIs, family offices, or PE/VC firms.
- Proven ability to raise capital for deals.
- Solid understanding of M&A, deal structuring, and investment terms.
- Ability to articulate complex financial concepts concisely.
- Highly motivated and organised, capable of working autonomously and efficiently under pressure to adhere to stringent deadlines.
- Proactive approach with a collaborative mindset, thriving in team environments.
- Advanced skills in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Ability to perform under pressure within tight timelines and multitask as necessary.
On offer:
- Significant annual bonus earnings.
- Success bonus and carry.
- Opportunity for co-investments.
- Direct path to Equity Partner.
Seniority level: Director
Employment type: Full-time
Job function: Finance, Public Relations, and Other
Industries: Financial Services, Real Estate, and Investment Banking
Investment Director (M&A) employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director (M&A)
✨Tip Number 1
Network like a pro! Since this role requires strong connections with high-net-worth individuals and family offices, make sure to attend industry events, webinars, and networking functions. Building relationships in the private equity space can give you a significant edge.
✨Tip Number 2
Showcase your expertise in capital raising. Prepare to discuss your previous successes in securing funding and how you managed investor relations. Be ready to share specific examples that highlight your ability to craft compelling investment materials.
✨Tip Number 3
Familiarise yourself with the firm's portfolio and investment strategy. Understanding their current investments and future goals will allow you to tailor your approach and demonstrate how you can contribute to their growth and capital-raising efforts.
✨Tip Number 4
Prepare for a dynamic interview process. Given the start-up atmosphere of the firm, be ready to discuss how you thrive in fast-paced environments and your proactive approach to problem-solving. Highlight your ability to work autonomously while still being a team player.
We think you need these skills to ace Investment Director (M&A)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investor relations, capital raising, and M&A. Use specific examples that demonstrate your ability to raise capital and manage investor relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private equity and your understanding of the role. Mention your network of HNWIs and how you can leverage it for the company's capital-raising efforts.
Highlight Relevant Skills: Emphasise your advanced skills in Microsoft Office Suite and your ability to articulate complex financial concepts. Mention your organisational skills and how you thrive under pressure, as these are crucial for the role.
Showcase Your Network: In your application, briefly outline your connections with family offices, PE firms, and institutional investors. This will demonstrate your potential to build and nurture long-term investor relationships.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Network
Highlight your connections with high-net-worth individuals, family offices, and institutional investors. Be prepared to discuss how you have leveraged these relationships in past roles to successfully raise capital.
✨Demonstrate Financial Acumen
Be ready to articulate complex financial concepts clearly and concisely. Prepare examples of how you've structured deals or navigated M&A processes, as this will showcase your expertise in the field.
✨Prepare Compelling Investor Materials
Bring samples of investor presentations or materials you've created in the past. This will demonstrate your ability to craft compelling narratives around investment opportunities and your understanding of what investors look for.
✨Exhibit a Proactive Mindset
Discuss instances where you've taken initiative in previous roles, especially in capital raising or investor relations. Emphasising your proactive approach will resonate well with the company's desire for a dynamic and autonomous team member.