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Business Development Leader - M&A Deal Sourcing in Financial Services #1508

Business Development Leader - M&A Deal Sourcing in Financial Services #1508

Keller Executive SearchSarasota, FL, US
4 hours ago
Job type
  • Full-time
Job description

Business Development Leader

Our client is seeking a high-performing business development leader to drive their M&A deal flow within the Financial Services industry. This hunting-focused position centers on discovering and vetting acquisition prospects, establishing relationships with business owners and founders, and creating opportunities for institutional acquirers. If you thrive on strategic outreach, executive-level dialogue, and establishing credibility with business owners, we want to hear from you.

Key Responsibilities

  • Build rapport with owners and C-level executives; shepherd them through initial discussions with a consultative, non-aggressive approach.
  • Execute strategic, high-touch prospecting campaigns targeting private businesses across various industries to generate qualified deal flow.
  • Monitor pipeline metrics, activity levels, and conversion rates; provide weekly performance summaries.
  • Maintain awareness of industry trends, valuation movements, and transaction landscapes.
  • Conduct initial qualification conversations : evaluate financial health, ownership structure, transaction motivations, and deal readiness.
  • Evaluate prospects based on revenue thresholds, profit margins, growth trajectory, and strategic alignment. Maintain accurate CRM records.
  • Foster cross-functional collaboration and clear communication throughout the organization.
  • Represent buyer interest with professionalism and facilitate seamless transitions to transaction teams.
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Sourcing Leader • Sarasota, FL, US