Deal Origination Analyst — Broker & Owner Sourcing
Core
Build the pipeline of businesses for acquisition by researching markets, contacting owners, and managing broker relationships.
Role type
Early-career deal origination analyst (sourcing & relationship)
Builds
Acquisition pipeline of small internet businesses and apps
Domain
Technology / M&A / Small Business Acquisition
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Market research, broker relationship management, owner outreach, financial literacy, CRM management, data analysis, communication, organization, resilience
Preferred skills
Sourcing experience, sales experience, research experience, brokerage experience, consulting experience, entrepreneurial experience
Technologies
CRM systems, spreadsheets, research databases, AI tools
Responsibilities
Find and build relationships with brokers and advisers; build targeted lists of businesses and owners; conduct initial outreach and conversations; research business models and financials; prepare opportunity briefs and handoffs; maintain acquisition CRM and provide weekly reporting
Seniority
Junior, early-career IC