Senior Mergers & Acquisitions Professional

Generational Equity, Llc. • Torrance, CA

314d • $70,000 - $75,000 • Remote

About The Position

Bringing Wall Street strategies to Main Street businesses, Generational Equity helps private business owners grow and exit their businesses at the right time for the optimal price. We don't just close deals, we open up a world of possibility. Consistently ranked as the No.1 M&A advisory firm for mid-market businesses, we have a history of successfully selling privately held businesses across North America. Generational Equity is seeking a Managing Director or Senior Vice President (dependent on experience) to manage the marketing process and negotiate the sale of client businesses throughout Arizona. We seek highly organized self-starters who are passionate about M&A and guiding clients in the sale of their companies.

Requirements

• 10 years M&A/Business Brokerage experience selling private companies between $1 - $100 million
• CRM/Salesforce experience
• Microsoft Office Suite (Word, Excel, Outlook, Publisher)
• AZ Real Estate Broker License Required

Nice To Haves

• Industry expertise, relationships, background a plus (i.e. IT/Software, Construction, Business Services)
• Existing network for new client referral sources
• Self-motivated, self-managed, & results oriented
• Team & unity driven
• Detail-oriented
• Familiarity with AI tools a plus
• MBA or other advanced degree a plus
• CPA, JD, CFA, CM&AA or other advanced credentials a plus

Responsibilities

• Provide valued feedback during Client Evaluation Review Committee process
• Manage Client Evaluation Deliveries & Engagement Agreements, Identify Motivations
• Manage completion of Profiles, CIM's, Buyer Lists and Buyer Campaign Launches
• Respond to Buyer NDA requests, send CIMs, and perform Buyer Profile and CIM follow-up calls
• Provide timely Client and CRM updates and reports
• Screen Buyers, work with Marketing Group, Conduct Buyer Visits
• Conduct 'Calls for Offers', LOI Reviews, and LOI Negotiations
• Manage Due Diligence Process
• Review and Negotiate Purchase Docs from M&A Perspective
• Coordinate with Attorneys and Accountants, create referral relationships
• Assist team activities including front end, ACG, AM&AA, etc.

Benefits

• $70-$75k base plus commissions, spiffs, and benefits
• Target annual compensation range is $150k - $400k+

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree