Associate Advisor, Private Client

Contrarian Thinking•Austin, TX

9d•Onsite

About The Position

BizScout operates a marketplace that helps businesses connect, grow, and transition ownership. Its Private Client program is a concierge service for qualified buyers, sourcing and screening businesses, underwriting opportunities, and guiding 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 advances buyer searches. The role includes matching deal flow to buyer criteria with the business development team, first-pass underwriting, developing buyer profiles, and pipeline reporting. The position will eventually involve direct client contact as a day-to-day point of contact for buyers. It offers a path to managing a client portfolio and, over time, leading transactions through close. The role is based in Austin, Texas, and requires five days in the office, with travel as needed. It is full-time and reports to the Head of Private Client. Compensation is a $90,000–$105,000 base salary, depending on experience, plus eligibility for a performance bonus. The expected progression to Advisor, managing a dedicated client portfolio and becoming eligible for the advisor commission plan, is 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 losing details; proficiency with CRM systems and Google Workspace.
Clear writing skills for concise deal summaries and emails, and a professional, credible presence with buyers, sellers, and brokers.
Sound judgment in handling confidential client and financial information.
Coachability, willingness to ask good questions, ownership of outcomes in a fast-changing environment, and ability to collaborate across teams, especially with business development.
Bachelor's degree required.

Nice To Haves

Led or co-led a business acquisition or sale through close (strongly preferred).
Knowledge of SBA 7(a) lending.
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 searches.
Translate buyer criteria into sourcing direction for the business development team, review sourced opportunities for buyer fit, and relay feedback to sharpen targeting.
Review CIMs, profit and loss statements, 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 use by business development with sellers and brokers.
Maintain current buyer pipelines 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 execution by building diligence request lists, tracking lender and third-party deliverables, and managing closing timelines.