Senior M&A Advisor Career Opportunity [Remote]

We are looking for one to two senior M&A advisors or investment bankers to join our team and work alongside our founder, Jacob Orosz. As a senior M&A advisor, you will be involved in representing lower-middle market business owners in the sale of their businesses.

An M&A Advisory Career with Morgan & Westfield 

You will step directly into a robust book of potential business fueled by our proactive marketing efforts, including a high-traffic website and one of the top-rated podcasts in the industry. You’ll have a steady stream of potential new clients and focus on deal making while our client-services team handles the details. This role is significantly different from many other M&A firms in that you will be walking directly into incoming deal flow, you’ll receive much more support than other M&A firms, and we won’t charge you any fees.

About the M&A Advisor Role

Your primary responsibilities will include working directly with our sell-side clients from start to finish of the M&A process. You will be fully supported by our full-time, in-house client-services team, who performs the majority of the back-office activities involved in the sale process, such as preparing the CIM, Teaser, and buyer list, contacting and screening buyers, and managing the details of the due diligence process.

We have one of the most streamlined sales processes in the industry, which allows you to focus the majority of your time on closing transactions.

Support From Our Client Services Team

Our in-house client-services team will fully support you by executing The Morgan & Westfield 4-Step Method for selling a business. Your primary responsibilities will include client communications, such as handling inbound consultations for prospective clients, managing negotiations, and coordinating communications with parties involved in the transaction.

Our founder, Jacob, will continue to be involved in the company, focusing on creating content (e.g., growing our podcast, developing new courses, writing new books, and marketing activities to obtain new clients), and he is looking for one to two full-time M&A advisors to replace himself as the primary deal maker.

Your primary role(s) in the sale process is as follows:

	You	Our Team
Consultations	Conduct consultations with prospective clients.	Arrange consultations with prospective clients.
Step 1: Assess	Review and finalize the Assessment Package.Conduct the Assessment Call.Address follow-up questions from potential clients.	Gather all documents, prepare adjusted financial statements, and assemble the Assessment Package.
Step 2: Prepare	Review the CIM, Teaser, and other key documents.Conduct the Seller Interview.	Gather all information from the client.Draft the CIM, Teaser, and other materials.Coordinate the specifics of the Seller Interview, edit, and finalize it.
Step 3: Market	Answer preliminary questions about the business.Conduct virtual meetings with prospective buyers.Negotiate the LOI.	Prepare the buyer list.Assist in the marketing process.Screen potential buyers.
Step 4: Close	Manage post-LOI negotiations Oversee the process from due diligence to closing.	Manage the due diligence process.

Advantages of Working with Morgan & Westfield

Full Support From Our Team of Professionals: You will receive dedicated support from our in-house team of professionals:

• Team Support: Our team performs a majority of the work using our streamlined process, freeing up your time to focus on client-facing communications.
• Efficient Process: One of the most streamlined and efficient processes in the lower middle market.
• Fully Remote: We have been fully remote since 2009.
• No Fees: We don’t charge any fees for receiving support from our team.

Full Marketing Support: You will also receive complete marketing support from Jacob Orosz and our team of writers, editors, and other marketing professionals:

• Full Support: We handle most of the busy work – minimal sales, business development, or client origination is required on your end. However, we may ask if you would like to appear as a guest on our podcast or assist in writing articles if you’re so inclined. Our firm helps you in finding and acquiring clients, allowing you to concentrate on working with those clients and closing deals. 
• Website: Our website, morganandwestfield.com, is one of the most visited websites in the industry and ranks in one of the top positions for many of the most important search terms, minimizing the amount of time you need to spend hunting for clients so you can focus on doing deals. 
• Books: Our six books on M&A serve as powerful marketing tools, allowing you to quickly establish credibility, nurture relationships with potential clients, and efficiently convert them into clients when they’re ready.
• M&A Talk Podcast: Our top-rated podcast, with over 500,000 downloads and 15,000 subscribers, offers broad exposure and establishes credibility while also serving as a platform for networking (with podcast guests, such as financial advisors, accountants, etc.) and educating clients during the sales process. 
• M&A University: Our M&A University courses enhance credibility, educate clients, and help sellers prepare for the sales process, ultimately improving the salability of their businesses. 
• Knowledge Base: Our Knowledge Base contains articles on every step in the process of selling a business  (e.g., NWC, EBITDA, due diligence, etc.) and efficiently educates clients about every step in the process (saving you a conversation). We have a detailed article on every step of the sale process, which can be used to quickly educate clients as they advance through the process.
• Automated Email Education: Our email system nurtures clients with timely, relevant content throughout the sales journey, keeping them informed and engaged while prompting action at key stages.

M&A Advisor Key Responsibilities

Following is a summary of your key responsibilities:

Client Intake

• Conduct consultations.
• Conduct Assessments (Step 1 of our process).
• Review key documents, such as the Teaser and CIM (Step 2 of our process).

Client Management

• Provide strategic guidance and advice to clients throughout the M&A process.
• Manage client expectations.

Transaction Negotiating and Execution

• Negotiate the letter of intent.
• Manage the due diligence process.
• Coordinate and oversee the closing process.

M&A Advisor Qualifications

• 5 to 10+ years of full-time, verifiable sell-side experience in investment banking or M&A. We must directly verify your experience by contacting your past firms, clients, etc. There are absolutely no exceptions whatsoever.

• Fully independent, no training required
• Tech-savvy
• Full-time, committed professionals only, although you may start part-time 
• Central or Eastern time zone only
• Experience in Google Docs is preferred, although not required