M&A Deal Origination & Business Development Associate (Remote / Phone-Based)

Role Overview: We are seeking an articulate, driven, and highly energetic M&A Deal Origination & Business Development Associate to serve as a primary phone-based communicator for our firm. The successful candidate will play a pivotal role in driving our transaction pipeline by directly engaging with business owners (sellers) and strategic/financial acquirers (buyers). You will conduct initial discovery calls, build trust with prospective clients, evaluate target opportunities, and manage key relationships across the full deal lifecycle. Key Responsibilities: Direct Outreach & Relationship Building: Manage high-volume outbound and inbound phone communications with business owners, private equity groups, family offices, and individual buyers. Deal Sourcing & Qualification: Qualify prospective sell-side clients by understanding their business operations, financials, exit timelines, and transition goals. Buyer Engagement: Present confidential teaser materials, pre-screen prospective acquirers, and coordinate non-disclosure agreements (NDAs) and buyer profiles. Pipeline Management: Track and manage prospective buyers and sellers within our CRM, ensuring seamless, timely follow-up throughout the transaction journey. Collaborative Execution: Work directly with senior M&A advisors to transition qualified opportunities into active mandates, valuation reviews, and marketing campaigns. Candidate Requirements: Education: Bachelor’s degree in Business, Finance, Accounting, Economics, Communications, or a related field (or equivalent practical experience in sales/M&A). Experience: 1–3+ years of experience in phone-based business development, M&A sourcing, business brokerage, commercial real estate, tech sales (SDR/BDR), or corporate finance outreach. Communication Skills: Exceptional verbal and written communication skills with the confidence to hold professional, high-level business conversations with founders, executives, and investors. Financial Acumen: Basic understanding of small business financial metrics (Revenue, EBITDA, SDE) and general transaction processes. Drive & Resilience: Self-motivated, organized, and comfortable operating independently in a fast-paced, remote environment.