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M&A Advisor

Skills
BrokerageBusiness BrokerageCIMDeal ExecutionDeal SourcingDealsDue Diligence
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Experience in business brokerage/investment banking with a proven track record in client acquisition and deal execution.
  • Experience managing M&A transactions from inception to completion.
  • Proficiency in financial analysis and evaluation methods.
  • Excellent communication and interpersonal skills with a strong ability to build credibility with clients.
  • Entrepreneurial mindset with a proactive approach to pursuing new business opportunities.
  • Bachelor's degree in finance business administration or related field; MBA or CFA designation preferred.

Nice to have

  • Real estate license
  • Insurance license

Day to day

  • Develop and implement strategic initiatives to identify and engage prospective clients.
  • Utilize your comprehensive understanding of the deal process to provide valuable insights to clients.
  • Lead the end-to-end management of M&A transactions.
  • Collaborate closely with internal teams to develop compelling pitch materials and structure deals.
  • Act as a trusted advisor to clients. offering strategic guidance to support their decision-making process and achieve their financial goals.
  • Stay abreast of industry trends and market dynamics to identify new business prospects and drive revenue growth.