Senior SMB M&A Advisor - Exit & Deal Strategist

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, 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