Senior M&A Analyst & SDR — High-Impact Growth

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 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.