M&A Associate

Job DescriptionAssociate – 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.

How to Apply

• Please include a cover letter or brief message explaining why your experience is well suited to an owner-facing M&A origination role and why you would be a great fit for SourceCo.