Open to opportunities

Graham Baartmans

@grahambaartmans

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Experienced Associate Director in Business Development and Investment Sourcing.

United States

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What I'm looking for

I seek a dynamic role in business development or investment, focusing on innovative strategies and growth opportunities.

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

Current

Associate Director of Business Development

Current

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.

HR Tech Learning Development Media & Entertainment Lead Scoring Data Enrichment

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.

Lead Scoring B2B Software Growth Equity Prospecting Market Research Training

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.

Account Management Client Servicing Alternative Investments Regulatory Compliance

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.

Regulatory Reporting Surveillance Risk Management Data Quality Regulatory Compliance Training SIE Series 7

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.