Senior M&A Analyst / SDR

SourceCo; United States; Hybrid; USD 60,000 - 70,000; Full time

Job summary

SourceCo is seeking an ambitious, hardworking professional to join our team as a Senior Sales Development Representative (SDR) and M&A Analyst in a hybrid role. You will collaborate with investment bankers and sales experts to identify and generate transaction opportunities for our clients, including private equity firms and family offices.

As a Sr. M&A Analyst, you will engage with owners via phone and email, qualify opportunities, and move deals forward from first contact through discussions.

Qualifications

• 1-3 years of experience in a heavy calling role, with demonstrated success.
• Knowledge of private equity and M&A preferred.
• Strong academic background.
• Solid knowledge of finance, accounting, and business.
• US-based applicants only.
• Demonstrated ability to work independently, as well as being a productive team member, making outbound calls each day.
• Having a strong work ethic and eagerness to learn and make new connections with prospects.
• Ability and interest in learning how specific companies and industries function
• Ability to develop and maintain strong customer and owner relations
• Ability to adapt to new software and technology
• Exceptional interpersonal and communication skills
• High ownership mentality, strong work ethic, and attention to detail
• The selected candidate would be a team player, disciplined, organized, and a self-starter requiring minimal supervision

Responsibilities

• Analyzing client investment strategies to identify new opportunities.
• Responding to, engaging, and qualifying outbound targets.
• Cold-calling targets; over 100 calls per day.
• Sending follow-up emails to targets.
• Keeping CRM up to date with relevant information about targets.
• Doing some contact research as needed; most contacts will be provided.
• Assisting with external and internal weekly reporting.
• Exploring and testing methods to engage clients and get them to respond through our outreach.
• Effectively partnering and working across the sales, operations, and M&A teams.
• Lead scheduled first calls with business owners exploring a sale or partnership.
• Qualify opportunities based on financials, operations, ownership goals, and buyer fit.
• Guide owners through early-stage transaction conversations and next steps.
• Respond to owner e-mail inquiries and interest.
• Provide updates to internal team members and clients on new deal activity.
• Collaborating closely with other teams to develop account intelligence, relationship maps, and use case opportunities through direct account engagement and insight tools.

Skills

High-volume outbound calling

Private equity knowledge

M&A process understanding

Strong communication

Independent and team player

Education

Strong academic background

Job description

SourceCo is seeking an ambitious, hardworking individual with a background in finance to join our team as a Senior Sales Development Representative (SDR) and M&A Analyst. In this hybrid role, you will collaborate with a team of experienced investment bankers and sales experts to identify and generate transaction opportunities for our clients, primarily private equity firms, family offices, and corporations. Your responsibilities will encompass SDR and M&A Analyst duties, as well as some duties typically associated with our M&A Associate role, making this an exciting, multifaceted position.

As a Sr. M&A Analyst, your additional duties will include understanding a client's investment criteria, quickly acquiring industry knowledge, and engaging with potential targets via phone and email. This role is one of the first touchpoints for targets, offering hands-on experience with owners looking to sell their companies while providing exposure to the deal-making process. Successful Sr. Analysts will have the opportunity to advance to the M&A Associate level and beyond.

Sr. Analysts will have the opportunity to have direct exposure to private equity deal teams, business owners, and C-level executives. They are responsible for working closely with an M&A Associate/Vice President, moving opportunities forward from first touch through qualified transaction discussions. Prior outreach experience is required.

This role involves high-volume outbound calling and direct engagement with founders. Applicants who are not comfortable in owner-facing, phone-driven roles would not be a fit.

Sr. SDR Responsibilities:

• Analyzing client investment strategies to identify new opportunities.
• Responding to, engaging, and qualifying outbound targets.
• Cold-calling targets based on their engagement; over 100 calls per day are required.
• Sending follow-up e-mails to targets
• Keeping our CRM up to date with relevant information about targets
• Doing some contact research as needed; most contacts will be provided
• Assisting with external and internal weekly reporting
• Exploring and testing methods to engage clients and get them to respond through our outreach.
• Effectively partnering and working across the sales, operations, and M&A teams.
• Lead scheduled first calls with business owners exploring a sale or partnership
• Qualify opportunities based on financials, operations, ownership goals, and buyer fit
• Guide owners through early-stage transaction conversations and next steps
• Respond to owner e-mail inquiries and interest
• Provide updates to internal team members and clients on new deal activity
• Collaborating closely with other teams to develop account intelligence, relationship maps, and use case opportunities through direct account engagement and insight tools.

Sr. Analyst Requirements:

• 1-3 years of experience in a heavy calling role, with demonstrated success
• Knowledge of private equity and M&A preferred
• Strong academic background
• Solid knowledge of finance, accounting, and business
• US-based applicants only
• Demonstrated ability to work independently, as well as being a productive team member, making outbound calls each day
• Having a strong work ethic and eagerness to learn and make new connections with prospects
• Ability and interest in learning how specific companies and industries function
• Ability to develop and maintain strong customer and owner relations
• Ability to adapt to new software and technology
• Exceptional interpersonal and communication skills
• High ownership mentality, strong work ethic, and attention to detail
• The selected candidate would be a team player, disciplined, organized, and a self-starter requiring minimal supervision

Base Salary: $60,000-70,000, based on experience and qualifications

OTE (On-Target Earnings): $85,000-$125,000+ Includes a combination of calling commissions but meaningful uncapped bonus tied directly to origination and deal outcomes

This unique role offers a blend of finance, sales, and M&A expertise, providing an excellent opportunity for career growth and the chance to make a significant impact within our organization.