Deal Origination Analyst (Broker & Owner Sourcing)

Overview

Deal Origination Analyst — Broker & Owner Sourcing

• Employment: Full-time
• Location: 100% remote; candidates must be based in the United States or Canada and available during North American business hours

The role is focused on building a pipeline of businesses the organization may acquire. You will research markets and companies, develop relationships with brokers, reach out to owners, qualify opportunities, complete initial analysis, and provide clear notes to the acquisition team on the strongest deals.

This is a sourcing and relationship role rather than a traditional investment-banking role. You will participate in evaluation and early diligence, while the deal team owns complex modeling, diligence, negotiation, and execution.

Responsibilities

Broker and intermediary relationships

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

Owner sourcing and outreach

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

Research and qualification

• Understand how each business works, how it makes money, who its customers are, and what makes it defensible.
• Collect high-level information including revenue, profit, growth, recurring revenue, customer concentration, owner involvement, asking price, sale motivation, and timing.
• Assess fit, prepare short opportunity briefs and notes, and coordinate a clean handoff to the deal team.

Pipeline ownership and improvement

• Keep the acquisition CRM accurate (contacts, source, stage, notes, next action, financial snippets, risks, and follow-up dates).
• Track outreach, responses, meetings, qualified opportunities, handoffs, and funnel progression; provide concise weekly reporting.
• Use evidence and AI tools to improve research, outreach, recordkeeping, and sourcing methods.

Requirements

• Smart, curious, and able to learn unfamiliar businesses quickly.
• Excellent spoken and written communication; able to sound credible with experienced brokers and owners without finance jargon.
• Comfortable with cold calls, outbound messaging, receiving rejection, and following up.
• Highly organized and reliable, with accurate notes and strong follow-through.
• Strong research judgment and basic financial and commercial literacy, or ability to learn quickly.
• High integrity and care with confidential information.
• Comfortable with spreadsheets, CRM systems, research databases, and AI tools.
• Motivated, proactive, resilient, and able to work without constant supervision.
• Experience: Zero to three years of professional experience. Relevant sourcing, sales, research, brokerage, consulting, or entrepreneurial experience is useful but not required.

Compensation & Benefits

• Base salary: US$70,000–$85,000
• Annual performance bonus: up to US$15,000 (depending on ability and experience)
• Work arrangement: 100% remote from the United States or Canada
• Additional details: Direct exposure to founders, brokers, owners, and real acquisition opportunities; meaningful responsibility early with a path into senior deal origination, acquisitions, or broader operating work.