Deal Origination Analyst — Broker & Owner Sourcing

BROKER AND INTERMEDIARY RELATIONSHIPS:

• Find and build relationships with relevant brokers, advisers, marketplaces, and other deal sources.
• Stay in regular contact, understand what they have coming to market, and follow up consistently.
• Screen brokered and marketplace opportunities against Everis’s criteria and surface the strongest ones quickly.

OWNER SOURCING AND OUTREACH:

• Build targeted lists of businesses and owners that may fit our criteria.
• Find and verify decision-maker contacts, then run thoughtful outreach by phone, email, LinkedIn, referrals, and other relevant channels.
• Hold initial conversations, understand each owner’s goals, and follow up professionally over what may be a long cycle.

RESEARCH AND QUALIFICATION AND PIPELINE MANAGEMENT:

• Understand what each business does, how it makes money, who its customers are, and what makes it defensible.
• Gather high-level information on revenue, profit, growth, recurring revenue, customer concentration, owner involvement, asking price, sale motivation, and timing.
• Keep the acquisition CRM accurate, including contacts, source, stage, notes, next action, financial snippets, risks, and follow-up dates.