Senior Mergers & Acquisitions Professional

About Generational Equity

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.

Essential Duties and 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.
• Travel required, 4+ day/overnight trips per month is most typical, but it varies
• Work from home office and local Exec office in greater PHO / Scottsdale area

Knowledge, Skills, and Abilities:

• 10 years M&A/Business Brokerage experience selling private companies between $1 – $100 million
• 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

Education and Experience Required

•   CRM/Salesforce experience
•   Microsoft Office Suite (Word, Excel, Outlook, Publisher)
•   Familiarity with AI tools a plus
•   MBA or other advanced degree a plus
•   CPA, JD, CFA, CM&AA or other advanced credentials a plus
•   AZ Real Estate Broker License Required

Compensation

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

Status

• Exempt

Job Location

• Arizona

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.