M&A Origination Analyst

Summary:

A hands-on M&A role focused on high-volume outbound sourcing, cold outreach, and initial pitch execution. This role will focus on lead generation and initial qualification (first contact to introductory call) of small-to-mid-market business owners, founders, and independent operators. This role will report to the Vice President, Corporate Development.  

Key Position Responsibilities:

• Build and maintain lists of target companies utilizing databases like PitchBook, Crunchbase, LinkedIn, as well as 3^rd party AI M&A targeting tools  


• Execute structured outbound campaigns via cold email, LinkedIn messaging, layered marketing, and cold calling to engage business owners 


• Conduct introductory screening calls to gauge founder interest, assess strategic fit, and gather high-level operational metrics 


• Meticulously track all outreach, notes, and pipeline stages inside the CRM 


• Seamlessly transition qualified, interested founders to senior corporate development professionals or investment analysts for advanced discussions 

Requirements:

• High resilience, exceptional phone presence, and the ability to handle high rejection rates associated with cold outreach 


• Clear, persuasive written and verbal communication to quickly build rapport with busy business founders 


• Strong time management skills to manage a high volume of daily touchpoints without letting leads drop 


• Bachelor’s degree in business, finance, economics, communications, or a related field 


• Extensive M&A technical knowledge is helpful but not required 


• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook 

Competencies:

• Energetic 


• Persuasive 


• Basic commercial and financial literacy 


• Process oriented 


• Resilient 


• Resourceful 


• Tactful 


• Accountable

Target Compensation: $75,000 per year. Exact pay will be based on factors including, but not limited to relevant education, qualifications, certifications, experience, level, geographic location, and business and organizational needs. Full-time positions are eligible for competitive benefits, including paid time off, health, dental, vision, life, disability benefits and 401(k).

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