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Business Development Specialist - M&A Advisory

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At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of 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. We have everything you need for a dynamic career!

Sax Capital Advisors is a leading M&A advisory firm specializing. We advise 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 is dedicated to 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.

Comprehensive Benefits Package includes:

  • Top Tier Health, Dental, & Vision Plans
  • 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
  • OnDemand access to industry leading CPE courses
  • Summer Fridays at 1pm

Sax Capital Advisors is a wholly owned subsidiary of SAX Advisory Group, LLC, an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace. To learn more please visit our website

New York Pay Range
$75,000$200,000 USD

What this application asks

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First Name, Last Name, Email, Phone, Resume/CV, Cover Letter

  • Preferred First Name optional
  • LinkedIn Profile
  • Are you legally eligible to work in the United States? choose one
  • Will you now or in the future require sponsorship for employment visa status (e.g., H-1B visa status)? choose one
  • Are you at least 18 years old? choose one
  • Do you have a valid driver's license? choose one
  • Can you perform the duties of this position with or without reasonable accommodation? choose one
  • This role offers a modest base salary plus commission, with uncapped earning potential. The salary range listed reflects the estimated total earnings including commission, not just the base salary. Are you comfortable with this compensation structure?
  • Describe any specialized training licenses or skills: written answer
  • Do you have any relatives employed by Sax LLP? choose one
  • May we contact your present employer? choose one
  • How were you referred to our organization?
  • Have you been employed at Sax LLP previously? If so, when, and in what role? written answer
  • Do you want to tell us anything else about yourself? written answer

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