Note: The job is a remote job and is open to candidates in USA. SourceCo is a technology-driven M&A advisory firm connecting business owners with private equity firms, family offices, and institutional investors. The SDR/M&A Analyst will source acquisition opportunities, engage business owners and investors, qualify targets, manage CRM pipeline data, and support industry research and client-facing materials.
Responsibilities
- Conduct high-volume outbound outreach — phone and email — to business owners and executives at companies doing tens of millions in revenue
- Identify and qualify acquisition targets based on each client's investment criteria
- Build and maintain relationships with business owners who are considering a sale
- Work with our advisory team to develop industry knowledge quickly and translate it into intelligent conversations with prospects
- Keep our CRM updated with accurate pipeline data and detailed notes
- Conduct industry research and contribute to client-facing reports and materials
Skills
- • Ambition and a genuine desire to break into M&A and finance
- • Strong communication skills — you are articulate, professional, and persuasive
- • Persistence and resilience — this is an outbound role and the ability to push through is essential
- • Basic understanding of business and finance
- • A self-starter mentality with the ability to work independently and as part of a team
- • Intellectual curiosity about industries, companies, and how deals get made
- • Comfort with technology and the ability to pick up new tools quickly
Benefits
- Uncapped commission
- Health, dental, and vision insurance
- 401(k) with company match
Company Overview