Position: Client Origination & Development

WORK ENVIRONMENT & COMPENSATION
* Location: Remote (Preferred: South Africa or Latin America).
* Hours: Full-time, Central Standard Time (CST). Typical hours involve starting at 8:00 AM CST (early afternoon for South Africa) to maximize overlap with US business owners.
* Compensation: $1,500 – $1,800 USD base salary per month.
* Commission: This role includes an attractive commission structure based on successfully reached to be-determined milestones.
ABOUT THE FIRM

Our client is a boutique U.S.-based M&A advisory firm headquartered in Texas and executing transactions throughout the United States. We focus on lower middle market companies typically generating $5 million to $50 million in annual revenue.

We work with both buy-side and sell-side clients:
* Buy-Side: We partner with strategic acquirers and private equity firms to identify and approach acquisition targets, then help them navigate the entire process from initial outreach through diligence and closing.
* Sell-Side: We represent business owners in selling their businesses, guiding them from initial valuation and preparation through marketing, negotiation, and closing.
Our work is hands-on and relationship-driven, with a focus on thoughtful, process-driven execution and high-quality outcomes for our clients.

ROLE SUMMARY

The Client Origination & Development role is a remote position focused primarily on selling our M&A advisory services over the phone and opening doors for the firm’s partners and deal team.

This person will:
* Run targeted outbound calling campaigns to business owners on the sell-side to introduce our services and secure valuation and engagement opportunities.
* Support buy-side engagements by cold calling potential acquisition targets we have identified on behalf of our clients.
* Work closely with leadership to prioritize target industries, build outreach lists, and continuously refine messaging.
* Support the US based team on ad-hoc projects from time-to-time
KEY RESPONSIBILITIES

1.Sell-Side Origination (Business Owner Outreach)
* Make structured outbound calls to business owners to1) introduce company Advisors and our sell-side advisory services and2) explain how the company helps owners evaluate and sell their businesses, and3) qualify interested business owners.
* Ask thoughtful, targeted questions to understand the owner’s goals, timing, business profile, and readiness for a potential sale, and to determine whether they are a qualified prospect for the company.
* When there is genuine interest by the owner in learning more, facilitate a smooth handoff by scheduling and confirming a follow-up discovery call between the owner and teh company leader, capturing key notes and context for the leadership team.
* Log calls in company’s CRM.
Example: Calling the owner of a $25M revenue industrial services business, introducing the company and the firm’s services. If the business owner expresses interest in learning more, then book a follow-up call with a company leader to discuss next steps.

2.Buy-Side Outreach (Target Company Contact)
* Work with company leadership to understand each client’s acquisition target profile (industry, customers, size, geography, end market, etc).
* Call potential acquisition targets on behalf of our clients to:Introduce our client, their business, and their interest in possibly acquiring the target.Gauge target’s interest in exploring a potential sale.Qualify basic fit and level of interest.
* Introduce our client, their business, and their interest in possibly acquiring the target.
* Gauge target’s interest in exploring a potential sale.
* Qualify basic fit and level of interest.
* Create a written call report summarizing the call with the target.
* If a client expresses interest in learning more based on the written report, facilitate a discovery call between client and owner.
* Log calls in company's CRM.
Example: Reaching out to the CEO of a niche manufacturing company that fits a strategic client’s acquisition criteria. Secure an introductory call and determine quality fo fit. Create a written report and submit it to the client for review. If client is interested in the target, schedule a follow-up call between target, company leadership, and client.

3.Sales Communication & Relationship Building
* Use a confident, credible phone presence when speaking with business owners, CEOs, and other senior executives.
* Follow company's established outreach communication framework and call structure when engaging potential targets or clients, applying it consistently while using your own professional judgment and style in the conversation.
* Tailor how you describe company's services depending on whether you are calling for a sell-side engagement or a buy-side mandate.
* Handle initial objections and skepticism professionally (e.g., “I’m not ready to sell,” “We already get calls from brokers”) and keep the door open for future conversations.
* Nurture warm