
Transaction Advisor Position
3 days ago
As a key member of our team, you will play a pivotal role in supporting business owners in achieving a successful exit by delivering strategic advice and guidance throughout the transaction process. Your expertise in acquisitions will be invaluable in ensuring a seamless client experience and aligning both sides towards a successful transaction.
Key Responsibilities:- Act as the primary point of contact for a portfolio of sellers, ensuring timely support and providing hands-on guidance from initial onboarding through to deal closure.
- Provide strategic advice and guidance throughout the transaction process, ensuring a seamless client experience and aligning both sides towards a successful transaction.
- Manage listings for existing sellers and support their sales journey, monitoring listing performance, fielding buyer inquiries, and providing regular updates, feedback, and recommendations to improve outcomes.
- Conduct valuation-driven analysis of client-provided P&Ls and high-level metrics to determine an appropriate valuation range, with consideration of market benchmarks and comparable transactions.
- Support in the management and coordination of platform-generated legal documents, such as Letters of Intent (LOIs), Asset Purchase Agreements (APAs), and Sale and Purchase Agreements (SPAs).
- Allocate part of your time to buyer-side activities, understanding buyer needs and pairing them with relevant listings, actively engaging with high-intent buyers, presenting matching opportunities, and supporting them through the acquisition process.
- Cultivate relationships with the buyside community and manage key strategic stakeholder relationships, building trust and credibility with repeat buyers, institutional investors, and strategic acquirers through consistent communication, insight sharing, and professional support.
- Assist team members in presenting business proposals and negotiate optimal transaction terms, supporting internal collaboration and working cross-functionally to develop winning strategies that align buyer and seller expectations.
- Maintain CRM hygiene using tools such as HubSpot to track leads, interactions, and opportunities effectively, ensuring all sales activity is accurately documented to support reporting, forecasting, and collaboration across departments.
- Lead post-transaction feedback sessions to refine strategies and improve ROI, collecting insights from both buyers and sellers to improve future advisory efforts and overall platform effectiveness.
- Proven work experience, preferably with at least 2 years experience in M&A, Brokering or a Sales role.
- Proven experience undertaking business analysis and process improvement is highly regarded.
- Previous experience in marketplace environment, digital asset sales will be considered an advantage.
- Direct knowledge of the small business sales environment will be advantageous.
- Bachelor degree in business, commerce or marketing will be highly regarded.
- Ability to build personal relationships over-the-phone and in person.
- Results oriented, independent and well organized.
- Ability to work in a fast paced, deadline oriented environment.
- Adaptive to dynamic market changes and ability to identify and seize business opportunities.
- Profitability awareness, sales driven and entrepreneurial approach.
- Strong written and oral communication skills.
- Excellent business communication skills.
- Motivated team player.
- Good analytical skills.
- Flexibility and comfort with ambiguity.
- A strong work ethic.
- Have an interest in a start-up environment and interest in digital, online products and services.
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