Associate, M&A Advisory

Wisable LLC; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

Wisable, a tech-enabled business brokerage, seeks a transaction advisor to guide small business owners through the sale process from go-to-market to close. The advisor will identify the right buyer and navigate each stage of the transaction, working with Wisable as a portfolio company of DESCOvery and independently of the D. E.

Shaw group. The role involves managing sell-side M&A engagements, educating sellers, and leveraging AI tools for financial analysis and deal workflows, with compensation

Qualifications

• Bachelor’s degree or higher with strong academic and professional achievement.
• 5+ years experience, including 2+ years in investment banking, private equity, or related fields.
• Experience in SMB M&A preferred.
• Excellent emotional intelligence and interpersonal skills.
• Organized, proactive, and self-directed working style.

Responsibilities

• Manage sell-side M&A advisory engagements with SMB owners.
• Build trust as the client’s primary advisor through the transition.
• Leverage AI-powered tools to conduct financial analysis, curate marketing materials, and manage deal workflows.
• Educate sellers on the M&A process and facilitate seller-buyer interactions.
• Assist the seller in evaluating offers and manage due diligence and closing processes.
• Cultivate relationships with lenders, legal counsel, and other involved parties.

Skills

Emotional intelligence

Interpersonal skills

Organized

Self-directed

Education

Bachelor's degree or higher

Job description

Wisable, a tech-enabled business brokerage spun out of D. E. Shaw’s venture studio, seeks a transaction advisor to guide clients through the business sale process, from go-to-market through closing. This advisor will work directly with small business owners who want to exit, helping them identify the right buyer for their business and navigate each stage of the transaction. This position is with Wisable, not the D. E. Shaw group. As a portfolio company of the D. E. Shaw group’s venture studio, DESCOvery, Wisable benefits from the firm’s industry expertise and network. Please note that Wisable will be reviewing all applications and making hiring decisions independently of the D. E. Shaw group.

What you'll do day-to-day

• Manage sell-side M&A advisory engagements with small business owners, ensuring a smooth and successful transaction process.
• Build trust as the client’s primary advisor, guiding them through a complex transition with empathy and confidence.
• Leverage Wisable’s AI-powered tools to conduct financial analysis, curate marketing materials, and manage deal workflows.
• Educate sellers on the M&A process, prepare them for client meetings, and facilitate productive seller-buyer interactions and information exchanges.
• Assist the seller in evaluating offers and manage the due diligence and closing processes.
• Cultivate and maintain strategic relationships with key transaction stakeholders, including lenders, legal counsel, and other involved parties.

Who we’re looking for

• A bachelor’s degree or higher, along with an impressive record of academic and professional achievement.
• At least five years of experience, with a minimum of two years of experience in investment banking, private equity, or related fields.
• Experience in SMB M&A is preferred.
• Excellent emotional intelligence and interpersonal skills, with a demonstrated ability to build trust over time, especially with non-technical clients.
• A highly organized, proactive, and self-directed working style.
• The expected annual base salary for this position is $175,000 to $225,000. There will be variable compensation in the form of a year-end bonus.