What are the responsibilities and job description for the M&A Advisor position at OffDeal, Inc?
About OffDeal
OffDeal is an AI-native investment bank revolutionizing how small businesses are bought and sold. Backed by top-tier investors like Radical Ventures and Y Combinator, we're on a mission to disrupt a $10 trillion SMB market. Our proprietary AI platform identifies every potential acquirer for a business, attracting hundreds of qualified buyers and maximizing sale prices. By automating the traditionally time-consuming grunt work of M&A analysts, our team can serve significantly more clients-and help entrepreneurs realize life-changing exits faster and more affordably.
The Role
As a Founding M&A Advisor, you'll focus on what matters most : being a trusted advisor to business owners and closing deals. Unlike traditional M&A roles where you'd spend 70% of your time on prospecting and document creation, our AI platform will handle all of these time-consuming tasks. You'll step in once qualified business owners have already expressed initial interest, with dozens of weekly warm introductions to businesses generating $1-50 million in annual revenue. Our technology automates the preparation of investment materials, empowering you to close 10-20 deals annually - significantly more than the industry average of 3-5 deals per year.
What You'll Do
High-Value Advisory : Focus your time on what AI can't replicate - building rapport with owners, providing strategic guidance, and structuring optimal deals. Our AI handles the first draft of all documentation, letting you focus on high-level strategy and relationship building.
Efficient Deal Execution : Work with pre-qualified leads who have already expressed interest in selling. No cold calling or prospecting required - we will fill your pipeline with interested business owners.
AI-Enhanced Deal Preparation : Review and refine AI-generated investment materials (teasers, CIMs) rather than creating them from scratch. What typically takes weeks can be accomplished in days.
Strategic Buyer Outreach : Leverage our AI platform that identifies and ranks potential buyers based on fit, allowing for targeted outreach rather than blanket marketing.
Process Innovation : Help shape the future of tech-enabled M&A by providing feedback on our AI tools and suggesting new features to further streamline the deal process.
A typical month as an OffDeal advisor :
- Engage with 50-100 qualified business owners
- Manage 5-10 active deals in various stages of the funnel
- Successfully close 1-2 deals
Who We're Looking For
M&A Experience : 2 years in dealmaking, whether in investment banking, corporate development, business brokerage, or related fields. Small business M&A experience is a plus, but not required.
Financial Acumen : Comfortable reviewing financial statements, understanding valuation methodologies, and navigating due diligence processes. Deep modeling may not be core, but strong financial literacy is essential.
Communication & Empathy : Exceptional client-facing skills with the ability to explain complex concepts to business owners who may be new to the M&A process. Strong written and verbal communication is a must.
Entrepreneurial Spirit : A self-starter comfortable in a fast-paced, ambiguous environment. You're excited to help build a function from the ground up and experiment with new methods.
Educational Background : Bachelor's degree in Finance, Business, or a related field.
Why Join OffDeal
Work Directly with Founders : Collaborate closely with the CEO and play a pivotal role in shaping our M&A approach and product roadmap.
High-Impact Role : Your success will be measured by deals closed-your work directly drives revenue and shapes our market reputation.
Growth Opportunities : This is a founding role with room to grow. Over time, you could lead an industry-focused M&A team or assume broader responsibilities across the entire M&A function.
Top-Tier Environment : Join a venture-backed startup with exceptional benefits, including medical, dental, vision, and unlimited PTO, plus perks like free food, Equinox memberships, and NYC relocation allowances.
In-Person in NYC : Immerse yourself in an energetic office environment alongside a passionate team committed to disrupting a trillion-dollar industry.
If you're excited to reshape how small businesses achieve their exits, we'd love to hear from you. Apply now and become a founding member of OffDeal's M&A team!
Salary : $10
