M&A Advisory | Sales + Business Development

The Opportunity

My client is seeking a commercially driven Sales + Business Development professional to help grow a middle market M&A advisory practice by converting qualified inbound opportunities into signed sell-side advisory engagements. You will work directly with founders and privately held business owners who are evaluating a sale, recapitalization, liquidity event, or other strategic alternatives.

This is a consultative, relationship-driven role requiring strong business judgment, executive-level communication, and disciplined follow-through. You will lead prospective clients through the early advisory and decision-making process, assess transaction readiness and fit, communicate the value of professional M&A representation, and create the confidence needed to move forward with an engagement.

What You Will Do

• Engage with qualified inbound business owners exploring a sale, recapitalization, or other strategic transaction.
• Lead consultative discovery conversations to understand company background, owner objectives, timing, valuation expectations, and decision criteria.
• Assess transaction readiness, strategic alignment, and overall fit for the firm‚Äôs sell-side M&A advisory services.
• Present the firm‚Äôs M&A process, capabilities, positioning, deliverables, and value proposition in clear and credible language.
• Build strong relationships with founders, entrepreneurs, and senior executives throughout the decision-making process.
• Address questions and concerns related to valuation, timing, fees, confidentiality, market conditions, and the advisory process.
• Create momentum through strategic follow-up, clear next steps, and consistent communication.
• Advance qualified opportunities from initial consultation through proposal discussions and signed engagement letters.
• Maintain accurate CRM records, pipeline stages, forecasts, follow-up activity, and conversion reporting.
• Collaborate with senior bankers to ensure a seamless transition of newly engaged clients into transaction execution.
• Provide feedback on lead quality, client sentiment, market conditions, messaging, and opportunities to improve conversion.

What You Bring

• Proven experience in consultative B2B sales, business development, high-ticket sales, financial services, or professional advisory services.
• Demonstrated ability to close complex, high-value engagements involving multiple conversations and sophisticated decision-makers.
• Strong discovery, presentation, negotiation, objection-handling, and relationship-building skills.
• Executive presence and the ability to communicate credibly with founders, business owners, and C-suite executives.
• Strong business acumen with the ability to understand privately held companies, owner objectives, and transaction considerations.
• Disciplined pipeline management, follow-up habits, organization, and accountability in a remote environment.
• Comfort working within a performance-driven, commission-only compensation structure.
• Experience in M&A, investment banking, private equity, business brokerage, finance, consulting, accounting, wealth management, or related professional services is preferred.
• Full-time remote availability from 9:00 AM to 5:00 PM Central Time.

Why Join

You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help secure.

Tagged as: Pipeline Management