M&A Advisor
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!
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Are you ready to join a revolutionary team as a Founding M&A Advisor at OffDeal? Based in the vibrant city of New York, OffDeal is an innovative AI-native investment bank that’s changing the game for small businesses in the $10 trillion market. Here, we leverage cutting-edge technology to simplify the buying and selling process, allowing our advisors to focus on building relationships and strategic deal-making rather than tedious paperwork. As an M&A Advisor, you will enjoy the benefits of an AI platform that identifies potential acquirers and attracts a plethora of qualified buyers, maximizing sale prices while cutting down on time-consuming tasks. You’ll step in when interested business owners are already warmed up, giving you a unique opportunity to close significant deals efficiently. Each month, you’ll connect with numerous motivated sellers and manage multiple deals simultaneously, solidifying your status as a crucial partner to entrepreneurs striving for life-changing exits. With a commitment to collaboration and innovation, this role empowers you to shape the future of tech-driven M&A while enjoying top-tier benefits such as unlimited PTO and health perks. If you’re driven, knowledgeable, and eager to disrupt traditional M&A methods, OffDeal is the place for you. We can’t wait to see how you’ll contribute to our mission.
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