Apply on Employer Site

SAX · 7 hours ago

Business Development Specialist - M&A Advisory

United States

Full-time

Remote

Senior Level, Lead/Staff

$75K/yr - $200K/yr

8+ years exp

Sax Advisory Group, LLC is a forward-thinking multi-disciplinary accounting, tax, and advisory firm. They are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand their market presence through building relationships with decision-makers and generating high-quality leads.

ConsultingFinancial Services

Responsibilities

Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates

Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership

Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants)

Lead Generation: Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building

Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners

Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility

Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience

CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals

Qualification

M&A advisory experienceDeal originationClient relationship managementInvestment banking knowledgePrivate equity experienceCorporate development experienceEntrepreneurial mindsetCommunication skillsPresentation skillsNegotiation skills

Required

8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services

Demonstrated track record of sourcing and winning mandates in the mid-market M&A space

Exceptional network-building and deal origination capabilities

Deep understanding of M&A processes and transaction lifecycle

Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment

Strong communication, presentation, and negotiation skills

Adept at developing trust and credibility with senior executives and business owners

Benefits

Top Tier Health, Dental, & Vision Plans

Flexible Spending Account (FSA) and Health Savings Accounts (HSA)

Medical and Dependent Care

Life and Voluntary Life Insurance

Short and Long -Term Disability Insurance

401k plan with matching contribution

Defined Contribution Plan (profit sharing)

Customized Work Arrangements

Floating Holidays and Volunteer PTO

Unlimited PTO for Managers and Above

Referral Bonus Program

Tuition Reimbursement for Advanced Degree

Healthy Living Reimbursement Program

Health & Wellness App Subscription

CPA & EA reimbursement for study materials and exam

AICPA and CPA State Society membership reimbursement for Managers and above

OnDemand access to industry leading CPE courses

Summer Fridays at 1pm

Company

SAX

SAX is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals.

Founded in 1956

Parsippany, New Jersey, USA

201-500 employees