M&A Associate

SourceCo; United States; On-site; USD 90,000 - 110,000; Full time

Job summary

SourceCo is a technology-enabled M&A origination platform connecting business owners with private equity firms, family offices, and strategic acquirers. We seek an Associate to engage and qualify inbound business-owner leads, match compelling opportunities with relevant buyers, and advance conversations toward potential transactions.

The role requires frequent phone conversations, disciplined follow-up, strong commercial judgment, and the ability to build credibility with founders and senior

Qualifications

• Prior experience in deal sourcing, private equity business development, M&A, financial sales, consulting, corporate development, or a similar owner-facing role.
• Comfortable with frequent phone conversations, including outbound calling.
• Strong ability to build trust, ask thoughtful questions, and evaluate transaction readiness.
• Working knowledge of financial statements, valuation concepts, and business performance.
• Excellent analytical, organizational, written, and verbal communication skills.
• Proficiency in Microsoft Excel and PowerPoint.
• High ownership mentality, strong work ethic, and consistent attention to detail.

Responsibilities

• Engage and qualify business owners entering SourceCo’s Marketplace.
• Lead introductory calls to understand each company’s financial performance, operations, ownership goals, valuation expectations, and transaction readiness.
• Convert qualified inbound leads into actionable M&A opportunities.
• Match opportunities with private equity firms, family offices, and strategic acquirers based on their investment criteria.
• Prepare compelling company summaries and coordinate owner-buyer introductions.
• Manage consistent follow-up to advance opportunities toward meaningful transaction discussions.
• Supplement inbound activity with targeted outbound calling and email campaigns.
• Maintain accurate CRM records and provide clear internal and client-facing updates.
• Conduct company, industry, and buyer research to support qualification and buyer matching.

Skills

Deal sourcing

Private equity/business development

M&A advisory

Financial analysis

Communication skills

Excel

PowerPoint

Outbound calling

Tools

Excel

PowerPoint

Job description

Associate – M&A MarketplacePosition Overview

SourceCo is a technology-enabled M&A origination platform connecting business owners with private equity firms, family offices, and strategic acquirers. Our digital M&A Marketplace and proven lead-generation funnel attract high-quality business owners interested in a sale, recapitalization, or strategic partnership.

We are seeking an Associate to engage and qualify inbound business-owner leads, match compelling opportunities with relevant buyers, and advance conversations toward potential transactions. The role also includes targeted outbound origination for active buyer mandates.

This is a highly owner-facing position requiring frequent phone conversations, disciplined follow-up, strong commercial judgment, and the ability to build credibility with founders and senior executives.

Core Responsibilities

• Engage and qualify business owners entering SourceCo’s Marketplace
• Lead introductory calls to understand each company’s financial performance, operations, ownership goals, valuation expectations, and transaction readiness
• Convert qualified inbound leads into actionable M&A opportunities
• Match opportunities with private equity firms, family offices, and strategic acquirers based on their investment criteria
• Prepare compelling company summaries and coordinate owner-buyer introductions
• Manage consistent follow-up to advance opportunities toward meaningful transaction discussions
• Supplement inbound activity with targeted outbound calling and email campaigns
• Maintain accurate CRM records and provide clear internal and client-facing updates
• Conduct company, industry, and buyer research to support qualification and buyer matching

Qualifications

• Prior experience in deal sourcing, private equity business development, M&A, financial sales, consulting, corporate development, or a similar owner-facing role
• Comfortable with frequent phone conversations, including outbound calling
• Strong ability to build trust, ask thoughtful questions, and evaluate transaction readiness
• Working knowledge of financial statements, valuation concepts, and business performance
• Excellent analytical, organizational, written, and verbal communication skills
• Proficiency in Microsoft Excel and PowerPoint
• High ownership mentality, strong work ethic, and consistent attention to detail

Compensation

• Base Salary: $90,000–$110,000
• Performance Bonus: Meaningful, uncapped bonus tied to qualified opportunity generation and transaction outcomes
• Target All-In Compensation: $150,000–$250,000+

Compensation rewards the successful conversion of Marketplace leads into high-quality M&A opportunities. Top performers can materially exceed target earnings.