Business Development Specialist - M&A Advisory
Sax Advisory Group, New York, NY, United States
Overview Business Development Specialist - M&A Advisory | United States
At Sax Advisory Group, LLC we are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities in a team member driven culture where contributions are recognized and rewarded.
Sax Capital Advisors is a leading M&A advisory firm advising business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes.
We are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role focuses on generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area.
Key Responsibilities Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership
Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants)
Lead Generation: Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building
Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners
Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility
Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience
CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals
Qualifications Experience: 8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services
Demonstrated track record of sourcing and winning mandates in the mid-market M&A space
Skills & Attributes:
Exceptional network-building and deal origination capabilities
Deep understanding of M&A processes and transaction lifecycle
Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment
Strong communication, presentation, and negotiation skills
Adept at developing trust and credibility with senior executives and business owners
Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
Medical and Dependent Care
Life and Voluntary Life Insurance
Short and Long -Term Disability Insurance
401k plan with matching contribution
Defined Contribution Plan(profit sharing)
Customized Work Arrangements
Floating Holidays and Volunteer PTO
Unlimited PTO for Managers and Above
Referral Bonus Program
Tuition Reimbursement for Advanced Degree
Healthy Living Reimbursement Program
Health & Wellness App Subscription
CPA & EA reimbursement for study materials and exam
AICPA and CPA State Society membership reimbursement for Managers and above
OnDemand access to industry leading CPE courses
Summer Fridays at 1pm
Compensation New Jersey Pay Range: $75,000 - $200,000 USD
New York Pay Range: $75,000 - $200,000 USD
Equal Opportunity and Application Information Sax Capital Advisors is a wholly owned subsidiary of SAX Advisory Group, LLC, and an equal opportunity employer. We encourage candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
For more information, please visit our website at www.SaxCa.com
Note This posting contains standard job application content for a professional services firm. It is intended to inform potential applicants about the role and basic qualifications.
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At Sax Advisory Group, LLC we are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities in a team member driven culture where contributions are recognized and rewarded.
Sax Capital Advisors is a leading M&A advisory firm advising business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes.
We are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role focuses on generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area.
Key Responsibilities Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership
Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants)
Lead Generation: Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building
Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners
Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility
Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience
CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals
Qualifications Experience: 8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services
Demonstrated track record of sourcing and winning mandates in the mid-market M&A space
Skills & Attributes:
Exceptional network-building and deal origination capabilities
Deep understanding of M&A processes and transaction lifecycle
Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment
Strong communication, presentation, and negotiation skills
Adept at developing trust and credibility with senior executives and business owners
Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
Medical and Dependent Care
Life and Voluntary Life Insurance
Short and Long -Term Disability Insurance
401k plan with matching contribution
Defined Contribution Plan(profit sharing)
Customized Work Arrangements
Floating Holidays and Volunteer PTO
Unlimited PTO for Managers and Above
Referral Bonus Program
Tuition Reimbursement for Advanced Degree
Healthy Living Reimbursement Program
Health & Wellness App Subscription
CPA & EA reimbursement for study materials and exam
AICPA and CPA State Society membership reimbursement for Managers and above
OnDemand access to industry leading CPE courses
Summer Fridays at 1pm
Compensation New Jersey Pay Range: $75,000 - $200,000 USD
New York Pay Range: $75,000 - $200,000 USD
Equal Opportunity and Application Information Sax Capital Advisors is a wholly owned subsidiary of SAX Advisory Group, LLC, and an equal opportunity employer. We encourage candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
For more information, please visit our website at www.SaxCa.com
Note This posting contains standard job application content for a professional services firm. It is intended to inform potential applicants about the role and basic qualifications.
#J-18808-Ljbffr