Associate Advisor, Private Client

Contrarian Thinking•Austin, TX

10d•$90,000 - $105,000•Onsite

About The Position

BizScout’s Private Client program is a concierge service for serious, qualified buyers. The program sources businesses to buy, screens and underwrites opportunities, and guides buyers from intake through close. The Associate Advisor, Private Client will add execution capacity to the senior advisory team as the program scales, working alongside senior advisors on analytical and operational work that keeps buyer searches moving. The role includes coordinating with the business development team to match deal flow to buyers, conducting first-pass underwriting, building buyer profiles, and maintaining pipeline reporting. The associate will eventually work directly with clients as a day-to-day point of contact for buyers. This hands-on role offers a path to managing a client portfolio and, over time, leading transactions through close. The position is full-time and based in Austin, Texas, with five days per week in the office and travel as needed. It reports to the Head of Private Client and works with the Private Client advisory team. Compensation is a base salary of $90,000–$105,000, depending on experience, plus eligibility for a performance bonus. The expected progression is to Advisor, managing a dedicated client portfolio and becoming eligible for the advisor commission plan, within roughly 12 months based on performance. Longer term, the role may progress to leading transactions through close as a senior advisor.

Requirements

2–4 years of relevant experience in investment banking, private equity, a search fund, M&A advisory, business brokerage, transaction services or valuation, or SBA/commercial lending.
Ability to read small-business financials, calculate SDE/EBITDA with add-backs, apply valuation multiples, and test debt service on SBA-financed deals.
Strong Excel modeling skills.
Hands-on exposure to business acquisitions, sales, or acquisition financing through LOI, diligence, or close, for example as an analyst, underwriter, or broker associate.
Ability to track multiple buyers, deals, and deadlines without dropping details; proficiency with CRM systems and Google Workspace.
Clear, concise writing for deal summaries and emails, and professional credibility with buyers, sellers, and brokers.
Sound judgment handling confidential client and financial information.
Coachability, good question-asking, ownership of outcomes in a fast-changing environment, and ability to collaborate across teams, especially business development.
Bachelor's degree required.

Nice To Haves

Led or co-led a business acquisition or sale through close (strongly preferred).
SBA 7(a) lending knowledge.
Exposure to lower-middle-market or Main Street deals.
Experience with deal-sourcing tools or data platforms.
A degree in finance, accounting, or economics is preferred.

Responsibilities

Serve as a day-to-day point of contact for assigned buyers, answer questions, gather feedback on presented deals, and keep buyers engaged and moving through their search.
Translate buyer criteria into sourcing direction for the business development team, review sourced opportunities for buyer fit, and relay feedback to improve targeting.
Review CIMs, P&Ls, tax returns, and broker packages; normalize financials, including SDE/EBITDA add-backs; run valuation and SBA debt-service checks; and write concise deal summaries for buyers and senior advisors.
Assist in building professional buyer profiles for business development to use with sellers and brokers.
Keep buyer pipelines current in the CRM, track deal stages and next steps, and flag closed-lost opportunities to business development for re-engagement.
Participate in and increasingly lead bi-weekly client strategy calls.
Support buyers and senior advisors through LOI, diligence, and financing to close, taking on increasing ownership of deal execution.
Build diligence request lists, track lender and third-party deliverables, and manage closing timelines.