Job Description
Note: The job is a remote job and is open to candidates in USA. SourceCo is a technology-driven buy-side investment banking firm focused on originating off-market acquisition opportunities for private equity firms. They are seeking an Associate to join their Origination & Buy-Side M&A team, responsible for sourcing, qualifying, and advancing acquisition opportunities for private equity investors. Responsibilities • Deeply understand client investment theses (industry, size, geography, structure) and translate them into targeted origination strategies • Source proprietary, off-market acquisition opportunities aligned with PE buyer criteria • Cold call and directly engage business owners to assess interest, fit, and transaction readiness • Lead first calls with business owners exploring a sale or partnership • Qualify opportunities based on financials, operations, ownership goals, and buyer fit • Guide owners through early-stage transaction conversations and next steps • Execute and optimize multi-channel outbound campaigns (calls, email, follow-ups) • Write, test, and refine outreach messaging for different investor theses and industries • Maintain consistent follow-up cadence to advance conversations toward live deal opportunities • Maintain accurate CRM records on targets, calls, and opportunity status • Create internal deal summaries, market updates, and client-facing reports • Coordinate with research, operations, and senior M&A team members to advance opportunities • Support the creation of deal marketing materials and buyer-ready summaries • Conduct and oversee industry and company-level research • Direct research efforts based on evolving client requirements and market feedback Skills • Strong academic background • Demonstrated interest in private equity, M&A, or investing • Comfortable with high-volume outbound calling and direct owner engagement • Strong analytical, research, and synthesis skills • Basic understanding of financial statements and business performance • Proficient in Microsoft Excel and PowerPoint • Excellent written and verbal communication skills; comfortable speaking with senior business owners and PE professionals • High ownership mentality, strong work ethic, and attention to detail • Ability to operate independently while collaborating across teams • Background in sales, finance, consulting, banking, or business development Benefits • Performance Bonus: Meaningful, uncapped bonus tied directly to origination and deal outcomes Company Overview • SourceCo offers tech-enabled deal generation for financial services, focusing on M&A and advisory. It was founded in 2022, and is headquartered in Miami, Florida, USA, with a workforce of 11-50 employees. Its website is Apply tot his job