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 http://www.sourcecodeals.com.
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