Note: The job is a remote job and is open to candidates in USA. SourceCo is a firm that helps private equity firms, family offices, and corporations identify transaction opportunities. The Senior M&A Analyst / Sales Development Representative will analyze investment criteria, conduct high-volume outbound outreach, qualify potential acquisition targets, and guide business owners through early-stage transaction discussions. The role collaborates with investment banking, sales, operations, and M&A teams while maintaining CRM data and reporting on deal activity.
Responsibilities
- Analyzing client investment strategies to identify new opportunities
- Responding to, engaging, and qualifying outbound targets
- Cold-calling targets based on their engagement; over 100 calls per day are required
- Sending follow-up e-mails to targets
- Keeping our CRM up to date with relevant information about targets
- Doing some contact research as needed; most contacts will be provided
- Assisting with external and internal weekly reporting
- Exploring and testing methods to engage clients and get them to respond through our outreach
- Effectively partnering and working across the sales, operations, and M&A teams
- Lead scheduled first calls with business owners exploring a sale or partnership
- Qualify opportunities based on financials, operations, ownership goals, and buyer fit
- Guide owners through early-stage transaction conversations and next steps
- Respond to owner e-mail inquiries and interest
- Provide updates to internal team members and clients on new deal activity
- Collaborating closely with other teams to develop account intelligence, relationship maps, and use case opportunities through direct account engagement and insight tools
Skills
- 1-3 years of experience in a heavy calling role, with demonstrated success
- Strong academic background
- Solid knowledge of finance, accounting, and business
- US-based applicants only
- Demonstrated ability to work independently, as well as being a productive team member, making outbound calls each day
- Having a strong work ethic and eagerness to learn and make new connections with prospects
- Ability and interest in learning how specific companies and industries function
- Ability to develop and maintain strong customer and owner relations
- Ability to adapt to new software and technology
- Exceptional interpersonal and communication skills
- High ownership mentality, strong work ethic, and attention to detail
- The selected candidate would be a team player, disciplined, organized, and a self-starter requiring minimal supervision
- Prior outreach experience is required
- Applicants who are not comfortable in owner-facing, phone-driven roles would not be a fit
- Knowledge of private equity and M&A preferred
Benefits
- Hybrid role
- Successful Sr. Analysts will have the opportunity to advance to the M&A Associate level and beyond.
- Direct exposure to private equity deal teams, business owners, and C-level executives.
- Calling commissions and meaningful uncapped bonus tied directly to origination and deal outcomes
Company Overview