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M&A Sourcing Associate

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At a Glance

Location
Remote
Work Regime
remote
Experience
2+ years
Posted
2026-03-20T13:27:40-04:00

Key Requirements

Required Skills

CRM

Domain Knowledge

  • Banking
  • Medical

Requirements

· 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role

· Comfortable making outbound calls daily

· Strong verbal communication skills

· Experience using CRM systems required

· Highly organized and self-motivated

· Competitive and resilient

Responsibilities

· Identify and research acquisition targets across defined geographies and verticals

· Conduct high-volume outbound outreach via phone and email

· Hold introductory calls with agency owners and executives

· Track all outreach activity in Company CRM with complete accuracy

· Manage follow-up cadence and nurture long-term opportunities

· Coordinate introductory meetings between prospects and senior leadership