M&A Associate

Associate – 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.

Work arrangement
Yes