M&A Deal Flow Specialist
Worldwide
Job Title: M&A Deal Sourcing Analyst We're hiring a deal sourcing analyst to build and maintain a consistent pipeline of acquisition targets Responsibilities: • Build and continuously refresh a target list of OPE dealerships and adjacent businesses for sale or likely to sell (owner age/retirement signals, distressed listings, off-market outreach) • Search and monitor business-for-sale marketplaces (BizBuySell, DealStream, Axial, Synergy Business Brokers, industry-specific broker sites) plus OEM dealer locators (Bad Boy, Kubota, Husqvarna, Scag, etc.) to identify candidates • Conduct initial outreach to owners/brokers and manage NDA execution to unlock financials and deal materials • Extract and organize seller financials (P&L, balance sheet, inventory, floor plan debt) and input them into our underwriting model • Run first-pass underwriting: revenue/EBITDA multiples, inventory valuation, real estate (owned vs. leased), and flag deals that clear our target return thresholds • Track pipeline status in a shared CRM/tracker (stage: identified → NDA signed → underwriting → LOI → diligence) • Provide brief weekly deal flow summaries with a ranked shortlist Ideal Background: • Experience in M&A deal sourcing, private equity associate/analyst work, or business brokerage • Comfortable reading small-business financials and building/using underwriting models (Excel) • Familiarity with roll-up • Independent, detail-oriented, comfortable with cold outreach and NDA processes Deliverables: • A live, ranked target list refreshed weekly • Signed NDAs and organized data rooms for each qualifying deal • Completed underwriting model inputs for every deal that clears initial screening Engagement: Ongoing, part-time to start (10–20 hrs/week), with potential to scale as deal flow grows.
- Less than 30 hrs/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
$10.00
-
$30.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:15 to 20
- Last viewed by client:2 days ago
- Interviewing:4
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesIrving4:46 AM
- $77K total spent227 hires, 56 active
- 2,661 hours
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by