Financial Analyst

Business Intermediary / M&A Associate

We are seeking a Business Intermediary / M&A Associate to work in our Dallas office. The position involves working closely with business owners and potential buyers to facilitate the buying and selling process while building long‑term relationships and expanding our client base.

• Meet with business owners to list their businesses.
• Network with professional service firms.
• Conduct buyer/seller meetings.
• Facilitate the entire business transfer process.
• Participate in on‑go​ing training.
• Manage compensation structure:
  Managing Directors are compensated on a commission basis; the commission split is based on experience and deal flow.

We are looking for a Business Development Officer to develop and nurture a network of professionals in the small‑business community. The role focuses on building relationships, organizing educational events, and creating referral partnerships.

• Build an extensive database of attorneys, CPAs, financial planners, insurance companies, and other professional service providers.
• Network with service providers and offer seminars for their employees and clients to introduce our services, and negotiate a cross‑referral program.
• Attend and host networking events in the general business community.
• Develop lead‑generation ideas that bring in potential clients.
• Host networking events at our offices.

We need a Lead Generation Associate who loves talking on the phone, researching acquisition targets, cold‑calling, and building relationships. The role supports our buyer representation services broadening our client base.

• Talk to potential clients and acquisition targets.
• Cold‑call target acquisitions.
• Research company data and prepare mail merge projects.
• Manage special projects and events.
• Follow up with contacts.
• Qualify prospects to become leads.
• Manage social media: make Facebook posts, Linked In updates, publish videos on You Tube, and keep the blog updated.

• Excellent written and verbal communication skills.
• Experience with strategic phone sales.
• Strong follow‑up skills and perseverance.
• Persuasive influence over others.
• Ability to follow a clear process.
• Understanding of industry nuances.
• Positive, directly communicative attitude.

Compensation details are not specified for the Lead Generation Associate. Compensation for other positions is commission‑based as described above.