Research companies and turn business, organizational and financial information into buyer-facing M&A summaries with CPAs and transaction consultants.
About this role
The advisor sources companies considering a sale through outbound sales, serving both corporate growth strategies and business-succession needs of mid-sized and smaller companies. The role also finds potential buyers, then takes a transaction through matching, execution and closing. One advisor handles the full deal process.
Applicants need a university degree or higher and one of three backgrounds: sales experience in banking, securities, insurance or another financial field; a CPA or lawyer qualification combined with a sales orientation; or a strong sales record in other relevant industries. Examples include factory-automation equipment, housing, manufacturing, trading, pharmaceuticals, property development, SaaS, consulting and investment property. The work combines business development with M&A transaction advice.
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