Graham Baartmans
@grahambaartmans
Experienced Associate Director in Business Development and Investment Sourcing.
What I'm looking for
As an Associate Director of Business Development at Serent Capital, I lead comprehensive research and sourcing efforts across various software verticals, including HCM/HR Tech and Media & Entertainment. My role involves driving new investment theses and managing M&A initiatives, which have significantly contributed to our firm's strategic growth. I take pride in developing AI-enabled sourcing best practices and enhancing lead conversion rates through innovative data enrichment processes.
Previously, as an Analyst at Frontier Growth, I honed my skills in identifying and converting B2B software companies for growth equity investment. I successfully developed a proprietary lead scoring model that streamlined our investment opportunity pipeline, leading to multiple Letters of Intent. My experience in managing vendor relationships and training new analysts has equipped me with a robust understanding of the business development landscape.
With a solid foundation in finance and a passion for technology, I am committed to leveraging my expertise to drive impactful investment decisions and foster growth in the software industry.
Experience
Work history, roles, and key accomplishments
Associate Director of Business Development
Serent Capital
Sep 2024 - Present (10 months)
Led end-to-end research and sourcing efforts in HCM/HR Tech, Learning & Development, and Media & Entertainment software verticals, driving new investment theses and outbound campaigns. Owned M&A sourcing efforts for Avionté software and co-led M&A initiatives for Progress Learning, including target identification, market mapping, and executive outreach.
Analyst
Frontier Growth
Sep 2022 - Present (2 years 10 months)
Identified, engaged, and converted vertical B2B software companies for growth equity investment. Developed a proprietary lead scoring model with 10 weighted factors to automate the scoring and prioritization of the investment opportunity pipeline.
Private Client Associate
Alliance Bernstein
Oct 2020 - Present (4 years 9 months)
Aided and supported four financial advisors with portfolio analysis, account management, client servicing, and meeting preparation. Served as the Alternative Investments liaison for the West Palm Beach office.
Equities Regulatory Reporting and Surveillance Analyst
UBS
Nov 2018 - Present (6 years 8 months)
Facilitated and helped lead weekly regulatory risk management working group discussions, identifying and fixing regulatory control deficiencies and data quality issues. Trained two employees as the Nashville RRM team lead.
Education
Degrees, certifications, and relevant coursework
North Carolina State University
Bachelor of Science, Business Administration: Finance Concentration
Grade: Cum Laude
Activities and societies: Member, NC State Entrepreneurship Clinic
Graduated Cum Laude with a Bachelor of Science in Business Administration, concentrating in Finance. Participated as a member of the NC State Entrepreneurship Clinic, gaining practical experience in entrepreneurial endeavors.
Availability
Location
Authorized to work in
Job categories
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