The Opportunity

My client is seeking a commercially sharp Account Executive to convert qualified inbound conversations with privately held business owners into signed sell-side M&A advisory engagements. You will guide founders and owners through an important decision, understand what matters most to them, and help strong-fit prospects determine whether moving forward with a formal advisory process is the right next step.

This is a consultative closing role, not transactional telesales. You will own the client relationship from the initial advisory conversation through execution of the engagement letter, building trust, creating momentum, and partnering with senior bankers for a thoughtful transition into transaction execution.

What You Will Do

• Take ownership of qualified inbound opportunities from introduction through close.
• Lead discovery conversations that uncover company background, owner goals, transaction timing, valuation expectations, and decision criteria.
• Assess fit and transaction readiness based on the owner’s objectives, expectations, and advisory needs.
• Present the firm’s sell-side M&A process, capabilities, positioning, and value proposition in clear, credible language.
• Build rapport and confidence with founders, business owners, and senior executives in high-consideration situations.
• Navigate sophisticated questions and concerns related to timing, fees, valuation, confidentiality, and the advisory process.
• Create momentum through decisive next steps, tailored follow-up, and consistent communication.
• Advance qualified opportunities from discovery through proposal discussions and signed engagement letters.
• Maintain accurate CRM notes, pipeline stages, forecasts, next steps, and conversion activity.
• Coordinate a seamless transition to senior bankers once an engagement is secured.
• Share practical feedback on lead quality, client sentiment, messaging, market conditions, and conversion opportunities.