M&A Associates (WFH SET-UP)

We help Americans unlock wealth and break free from the corporate day-to-day grind through
business acquisitions. We’re a fast-growing firm building a lean, high-performance remote team
focused on real results and long-term growth.

As an M&A Associate, you’ll play a critical role in driving deal flow and supporting transaction
execution. You’ll be hands-on in sourcing opportunities, managing broker relationships,
organizing deal data, and ensuring nothing falls through the cracks. This is a high-impact role with strong growth potential as we scale.

About the Role
We’re looking for a proactive, detail-oriented associate to support deal sourcing and early-stage
execution. You’ll work directly with live opportunities—handling communication, organizing key
documents, and keeping deal flow moving efficiently.

This role is ideal for someone who thrives in a fast-paced environment, takes ownership, and
wants to grow into a leadership position.

Results
Consistent pipeline of qualified deal opportunities
Smooth and timely NDA execution and document collection
Organized inbox and communication flow with no missed follow-ups
Strong broker relationships and responsive communication
Efficient scheduling and coordination of broker calls
Clean, structured deal data ready for evaluation

Responsibilities
Source and identify deals aligned with partner investment criteria
Send, track, and manage Non-Disclosure Agreements (NDAs)
Organize and manage partner email inboxes, flagging key messages
Collect and organize CIMs and financial documents post-NDA
Communicate with brokers to request information and follow up on deals
Track deal status and maintain accurate records
Schedule and coordinate broker intro calls with internal stakeholders
Ensure all deal-related information is properly documented and accessible

KPI Targets & Performance Metrics
To ensure alignment across all stages of the deal pipeline, performance will be measured using the following KPIs
1)Sourcing Volume & Pipeline Health (Weekly)
Exceptional: 2+ qualified deals presented per client per week
Green: At least 1 qualified deal presented per client per week
Below Target: 0 deals presented in a given week
Focus: Consistent deal flow, active pipeline management, and zero stagnation
2 )Email Management & SLA Compliance (Daily)
Exceptional: 100% of email s/actions completed within 1 business day
Green: 95%+ compliance with minimal delays
Below Target: