Deal Origination Analyst – Broker & Owner Sourcing

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Conduct market and company research to establish a pipeline of potential acquisitions for Everis.

• Cultivate relationships with brokers, advisors, marketplaces, and other sources of deals.

• Maintain regular communication and ensure consistent follow-ups.

• Evaluate brokered and marketplace opportunities against Everis’s established criteria.

• Create targeted lists of businesses and their owners.

• Identify and verify contacts of decision-makers.

• Perform outreach via phone, email, LinkedIn, referrals, and other relevant channels.

• Engage in initial discussions to understand the goals of business owners and follow up over potentially extended timelines.

• Gain insights into each business’s operations, revenue models, customer bases, and competitive advantages.

• Collect high-level data on revenue, profits, growth, recurring income, customer concentration, owner engagement, asking price, sale motivations, and timing.

• Evaluate fit and prepare brief opportunity summaries and notes.

• Ensure smooth transitions to the deal team.

• Maintain accuracy in the acquisition CRM, including contact information, sources, stages, notes, next actions, financial details, risks, and follow-up dates.

• Track outreach efforts, responses, meetings, qualified opportunities, handoffs, and funnel progression.

• Provide succinct weekly reports.

• Leverage evidence and AI tools to enhance research, outreach, recordkeeping, and sourcing techniques.

⛳️ Requirements

• Candidates must reside in the United States or Canada.

• Availability during North American business hours is essential.

• Exceptional verbal and written communication skills.

• Ability to convey credibility with experienced brokers and owners without using financial jargon.

• Comfort with making cold calls, sending outbound messages, handling rejections, and following up effectively.

• Highly organized and dependable, with precise note-taking and strong follow-through capabilities.

• Sound research judgment and basic financial and commercial knowledge, or the ability to learn swiftly.

• High integrity and discretion when handling confidential information.

• Proficient with spreadsheets, CRM systems, research databases, and AI tools.

• Motivated, proactive, resilient, and capable of working independently without constant oversight.

• Zero to three years of professional experience.

• Relevant experience in sourcing, sales, research, brokerage, consulting, or entrepreneurship is advantageous but not mandatory.

🏝️ Benefits

• Annual performance bonus of up to US$15,000.

• 100% remote work opportunity from the United States or Canada.

• Direct exposure to founders, brokers, owners, and real acquisition opportunities.

• Significant responsibility from the outset.

• Pathways to senior roles in deal origination, acquisitions, or broader operational work.

• Opportunity to engage directly in acquisition strategy.

• Professional development through expanded acquisition responsibilities.