Business Development Specialist - M&A Advisory

SAX; New York (NY); On-site; USD 75,000 - 200,000; Full time

Benefits offered by this job

Top Tier Health, Dental, & Vision Plans

401k plan with matching contribution

Unlimited PTO for Managers and Above

Tuition Reimbursement for Advanced Degree

Job summary

SAX in New York is looking for a Business Development Specialist to lead deal origination and client acquisition. The role is remote for candidates outside the New York City area. Applicants should have over 8 years of relevant experience in M&A advisory and a proven track record in the mid-market space. Offers top-tier benefits including health plans, 401k matching, unlimited PTO for managers, and tuition reimbursement. The position involves significant networking and relationship-building responsibilities within the M&A landscape.

Qualifications

• 8+ years of experience in business development within M&A advisory or related fields.
• Proven track record of winning mandates in the mid-market M&A space.
• Ability to thrive in a results-driven environment.

Responsibilities

• Identify and qualify prospective clients for M&A advisory mandates.
• Develop a strong presence across target industries.
• Build and maintain relationships with stakeholders.
• Drive outbound business development efforts.
• Establish referral relationships with strategic partners.
• Represent the firm to enhance visibility.
• Collaborate with M&A execution teams.
• Track origination activities and provide updates.

Skills

Exceptional network-building capabilities

Deal origination capabilities

Understanding of M&A processes

Entrepreneurial spirit

Strong communication skills

Presentation skills

Negotiation skills

Job description

Overview

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. Sax Capital Advisors is a leading M&A advisory firm specializing in advising business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes.

We are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area.

Responsibilities

• Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
• Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership
• Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants)
• Lead Generation: Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building
• Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners
• Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility
• Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience
• CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals

Qualifications

• Experience: 8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services
• Demonstrated track record of sourcing and winning mandates in the mid-market M&A space
• Skills & Attributes:
• Exceptional network-building and deal origination capabilities
• Deep understanding of M&A processes and transaction lifecycle
• Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment
• Strong communication, presentation, and negotiation skills
• Adept at developing trust and credibility with senior executives and business owners

Comprehensive Benefits

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long-Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

Sax Capital Advisors is a wholly owned subsidiary of SAX Advisory Group, LLC, an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace. To learn more please visit our website www.SaxCa.com

New York Pay Range: $75,000 USD - $200,000 USD