WORK FROM HOME - M&A Associates

We help Americans unlock wealth and break free from the corporate day-to-day grind through

business acquisitions. We’re a fast-growing firm building a lean, high-performance remote team

focused on real results and long-term growth.

As an M&A Associate, you’ll play a critical role in driving deal flow and supporting transaction

execution. You’ll be hands-on in sourcing opportunities, managing broker relationships,

organizing deal data, and ensuring nothing falls through the cracks. This is a high-impact role with strong growth potential as we scale.

About the Role

We’re looking for a proactive, detail-oriented associate to support deal sourcing and early-stage

execution. You’ll work directly with live opportunities—handling communication, organizing key

documents, and keeping deal flow moving efficiently.

This role is ideal for someone who thrives in a fast-paced environment, takes ownership, and

wants to grow into a leadership position.

Results

• Consistent pipeline of qualified deal opportunities
• Smooth and timely NDA execution and document collection
• Organized inbox and communication flow with no missed follow-ups
• Strong broker relationships and responsive communication
• Efficient scheduling and coordination of broker calls
• Clean, structured deal data ready for evaluation

Responsibilities

• Source and identify deals aligned with partner investment criteria
• Send, track, and manage Non-Disclosure Agreements (NDAs)
• Organize and manage partner email inboxes, flagging key messages
• Collect and organize CIMs and financial documents post-NDA
• Communicate with brokers to request information and follow up on deals
• Track deal status and maintain accurate records
• Schedule and coordinate broker intro calls with internal stakeholders
• Ensure all deal-related information is properly documented and accessible

KPI Targets & Performance Metrics

To ensure alignment across all stages of the deal pipeline, performance will be measured using the following KPIs

1)Sourcing Volume & Pipeline Health (Weekly)

• Exceptional: 2+ qualified deals presented per client per week
• Green: At least 1 qualified deal presented per client per week
• Below Target: 0 deals presented in a given week

Focus: Consistent deal flow, active pipeline management, and zero stagnation

2)Email Management & SLA Compliance (Daily)

• Exceptional: 100% of emails/actions completed within 1 business day
• Green: 95%+ compliance with minimal delays
• Below Target: <95% compliance or repeated missed follow-ups

 Focus: Speed, reliability, and operational excellence in communication

3)Deal Qualification Quality

• Ensure deals presented meet client criteria and are actionable
• Maintain high acceptance rates from clients and internal stakeholders
• Avoid low-quality or irrelevant deal submissions

 Focus: Quality over quantity—strong judgment and analytical thinking

Requirements

• 1+ year experience in a high-volume, match-to-criteria role: sourcing, lead generation, recruiting, market research, or similar work that involves finding and qualifying many options against a set of criteria
• Comfortable with high-volume outbound and broker or client email communication
• Strong written and verbal communication skills
• Enough financial literacy to sanity-check a deal (cash flow, basic fit); deeper finance or modeling experience is a plus, not a requirement
• Sound judgment on deal fit: can recognize when a deal does not qualify and should be passed on
• High level of organization and attention to detail
• Self-starter mindset with a drive to continuously improve
• Solid problem-solving ability and genuine curiosity about how businesses work

Nice to Have

• A finance, M&A, investment banking, private equity, or accounting background is welcome, but not required
• Experience in remote or fast-paced startup environments
• Exposure to CRM or deal management tools

What We Offer

• Fully remote work environment
• Direct exposure to live M&A deals
• High-growth role with a path to leadership and team management
• Opportunity for equity and profit sharing as the company scales
• Fast-paced, performance-driven culture with strong learning opportunities