The Opportunity

My client is seeking a relationship-driven Sales + Business Development professional to support the continued growth of a middle market M&A advisory practice. You will work with qualified inbound business owners who are actively evaluating a sale, recapitalization, liquidity event, or other strategic alternative, and guide strong-fit opportunities toward signed sell-side advisory engagements.

This is a consultative sales role built around trust, business judgment, and disciplined follow-through. You will qualify owner interest, understand strategic and financial objectives, communicate the value of the advisory process, and create a clear path forward without relying on transactional or high-pressure selling.

What You Will Do

• Respond to and conduct consultations with qualified inbound business-owner opportunities.
• Develop a clear understanding of each company, the owner’s priorities, transaction goals, timing, and expectations.
• Assess fit and transaction readiness based on business profile, objectives, valuation expectations, and advisory needs.
• Present the firm’s sell-side M&A process, positioning, deliverables, and client experience in clear, credible language.
• Build confidence and trusted relationships with founders, owners, and senior executives throughout the decision cycle.
• Navigate questions and concerns related to timing, valuation, fees, confidentiality, and the advisory process.
• Create momentum through thoughtful follow-up, decisive next steps, and consistent communication.
• Move qualified opportunities from discovery through proposal discussions and signed engagement letters.
• Maintain accurate CRM records, pipeline stages, forecasts, next steps, and conversion activity.
• Partner with senior bankers to prepare for handoff and preserve continuity once an engagement is secured.
• Share practical feedback on lead quality, client sentiment, messaging, market conditions, and conversion opportunities.