VP, M&A Origination & Growth — Equity Eligible

Windsor Path, LLC; United States; On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Equity incentive units in Windsor Path

Full benefits (health insurance)

Job summary

Windsor Path is a family office-backed professional services platform building a top 50 tax and advisory firm in the U.S. We partner with growth-minded accounting and tax firms, bringing capital, infrastructure, and operational support while preserving what makes each firm distinct.

We’re not a roll-up, and we hire people who think that way. As Vice President of Business Development, you will own Windsor Path's deal origination function, source and qualify acquisition opportunities, and hand

Qualifications

• 4-7 years of experience in M&A origination, business development, or corporate development at a consolidator, roll-up platform, PE-backed portfolio company, or M&A advisory firm.
• Demonstrated track record of sourcing deals that advanced to LOI or close. We will ask for specific numbers.
• Experience with CRM systems (Affinity, DealCloud, Salesforce, or similar) and a strong understanding of pipeline management discipline
• Comfort with cold outreach and relationship-building with business owners who may not be in an active sale process
• Financial literacy sufficient to review a P&L, identify key metrics, and organize preliminary financial data
• Strong written and verbal communication

Responsibilities

• Own and operate Windsor Path's origination pipeline in Affinity
• Manage relationships with external BDR firms that source proprietary deal flow. Hold them accountable to volume and quality standards.
• Execute multi-channel proprietary outreach (calls, email, LinkedIn, conferences) to generate qualified opportunities beyond what the BDR firms produce
• Qualify targets against Windsor Path's investment criteria and prioritize the pipeline accordingly
• Maintain disciplined pipeline hygiene, reporting, and KPI delivery on a weekly basis
• Lead introductory calls and early-stage conversations with firm owners and partners
• Build trust and communicate Windsor Path's value proposition in a way that resonates with CPA firm owners who may not be actively looking to sell
• Coordinate NDA execution and collection of preliminary financial data from targets
• Spread and organize preliminary financials into a standardized format for handoff to the deal execution team
• Support the deal team in advancing qualified opportunities through the LOI process as needed
• Manage and develop a junior Business Development Associate focused on high-volume sourcing and outreach
• Set outreach cadence, messaging strategy, and activity targets for the BDR function
• Build repeatable processes and playbooks that scale as the team grows
• Represent Windsor Path in the market with integrity, discretion, and professionalism
• Track competitive dynamics: who is acquiring, at what multiples, and how Windsor Path's positioning compares
• Develop and maintain relationships with brokers, intermediaries, and industry contacts who can surface opportunities

Skills

M&A origination

Business development

Pipeline management

Financial literacy

Communication

Tools

Affinity

DealCloud

Salesforce

Job description

Windsor Path is a family office-backed professional services platform building a top 50 tax and advisory firm in the U.S. We partner with growth-minded accounting and tax firms, bringing capital, infrastructure, and operational support while preserving what makes each firm distinct.

We’re not a roll-up, and we hire people who think that way. As Vice President of Business Development, you will own Windsor Path's deal origination function, source and qualify acquisition opportunities, and hand