The Opportunity

My client is seeking an accomplished Senior Account Executive to convert qualified inbound conversations with privately held business owners into signed sell-side M&A advisory engagements. You will lead high-value advisory conversations, establish credibility quickly with founders and executives, and help strong-fit prospects determine whether a sale, recapitalization, or other liquidity event is the right next step.

This is a senior consultative closing role requiring strong commercial judgment, executive presence, and disciplined follow-through. You will own the relationship from the first advisory conversation through execution of the engagement letter, navigate complex questions and decision dynamics, and partner closely 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 high-value discovery conversations that uncover company background, owner goals, transaction timing, valuation expectations, and decision criteria.
• Assess transaction readiness and fit based on the owner’s objectives, expectations, timing, and advisory needs.
• Present the firm’s sell-side M&A process, capabilities, positioning, and differentiated value proposition in clear, credible language.
• Build trusted relationships with founders, business owners, and C-suite executives navigating high-stakes decisions.
• Navigate sophisticated questions and objections related to timing, fees, valuation, confidentiality, market conditions, and the advisory process.
• Create momentum through decisive next steps, tailored follow-up, and consistent executive-level 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, preserving context and client confidence.
• Share practical feedback on lead quality, client sentiment, messaging, market conditions, and opportunities to improve conversion.