M&A Origination Associate

About the Role

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 Responsibilities

• Build and maintain lists of target companies utilizing databases like PitchBook, Crunchbase, LinkedIn, as well as 3rd 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 & Tech Stack

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

Qualifications

• Bachelor’s degree in business, finance, economics, communications, or a related field.
• Extensive M&A technical knowledge is helpful but not required.

Competencies

• Energetic
• Persuasive
• Basic commercial and financial literacy
• Process oriented
• Resilient
• Resourceful
• Tactful
• Accountable