We help US citizens acquire companies between 500k and $10M enterprise value. We handle all the leg work in finding deals, vetting deals, negotiating deals, finding funding and supporting to close on deals.
We're looking for a Director of Dealsto join our rapidly growing team to act as the right-hand of our Managing Partner to scale to the next level.
What you’ll own in the first 90 days:
1) Pipeline – run every touch-point from intro call to LOI; surface red flags and operational improvements.
2) Fast & lean modelling – punch out a ready for lending model for any deal in 20 minutes or less.
3) Operational heartbeat – identify operational tools to improve oversight across the deal lifecycle.
4) Deal momentum – see ≥ 1 deal through to LOI to understand the lifecycle.
You’re a Fit If:
- You have +4 years of experience in a Big 4 firm, boutique investment bank, PE firm, business brokerage or similar transaction oriented firm
- You have stepped into operations to fix a real process
- You have closed ≥ 10 transactions where you drove the process, not just deck polishing
- You have excellent written and verbal communication skills to communicate actions and next steps effectively
- You obsess over “done today > perfect tomorrow.”
Primary Responsibilities
1. Deal Partner Engagement
- Conduct 1:1 calls with partners to address concerns, advance active deals, and strengthen strategic relationships.
- Serve as the key point of contact for partner inquiries throughout the deal lifecycle.
2. Deal Review & Approvals
- Oversee and assist the Valuation Team to ensure accurate deal valuations and alignment with company standards.
- Review and approve Indications of Interest (IOIs) or Letters of Intent (LOIs) in collaboration with the Deal Structuring Analyst.
- Approve or provide LOI structure options to ensure optimal deal terms and alignment with partner objectives.
- Review or approve counters and negotiate terms to support successful deal execution.
3. Deal Packaging & SBA Process
- Review SBA deal packages prepared by the Closing team to ensure completeness and compliance.
- Personally manage SBA packaging requirements where needed to meet closing standards and timelines.
4. Deal Closing
- Lead the closing process, ensuring all documentation, compliance requirements, and partner expectations are met.
- Coordinate with internal teams and partners to facilitate smooth, timely deal closings.
5. Quality Assurance & Auditing
- Conduct regular deal audits to ensure accuracy, process adherence, and high-quality deal execution.
- Identify and address gaps or discrepancies to maintain deal integrity and compliance.
6. Cross-Departmental Collaboration
- Liaise with other departments to address operational issues and facilitate effective communication.
7. Special Projects
- Contribute to and collaborate with the Operations team by suggesting operational improvements, such as researching new tools, implementing processes, or analyzing operational data.
9. Training & Onboarding
- Contribute to the development of training materials and onboarding resources.
- Proactively seeking feedback from the department managers to improve processes.
10. Team Participation
- Attend team meetings to stay aligned on company goals, strategies, and performance metrics.
- Actively contribute ideas to improve processes, communication, and deal efficiency.
Why work with us?
- Work remotely
- Competitive base salary
- Employee profit pool access
- Earn phantom equity
Apply Now
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