Strategic Partnerships Manager M&A Advisory

Were looking for someone who knows how to build and grow relationships with the professionals who influence business owners: CPAs, attorneys, wealth advisors, consultants, and association leaders.

This isnt cold calling and it isnt high-pressure selling. Its about creating meaningful, high-value conversations with the people who already sit at the table with owners. The work is about trust, credibility, and consistency. If you know how to build long-term referral relationships that generate opportunities, this might be for you.

Youll be joining a founder-led M&A advisory firm that works with hands-on entrepreneurs who have built meaningful companies. They are not looking for fluff. They want a trusted guide who can help them prepare and execute one of the most important financial decisions of their lives.

What We Do

We are not the typical commission breath business brokers. We dont pressure people into listings and hope for the best. We run a structured M&A process where every client relationship begins with a paid assessment or short-term project that delivers results in 30 days or less.

Some projects then lead to a full sell-side exit engagement. Some lead to strategic exit planning work before a sale. And some end after the initial assessment. Every client gets value right out of the gate.

The Role

Youll be responsible for opening doors and building credibility with professional partners who work with business owners. That means:

• Building relationships with CPAs, attorneys, wealth managers, consultants, and association leaders

• Creating partner programs that make it easy to introduce us to their clients

• Hosting educational sessions, webinars, or small roundtables with referral partners

• Managing a follow-up system so partners feel supported and stay engaged

• Tracking partner performance and identifying who is sending real opportunities

This role is about discipline and consistency. The more you invest in building trust with partners, the more opportunities youll create for the deal team.

Who You Are

• You know how to build trust with professionals and keep it over time

• You are comfortable sitting across the table from CPAs, attorneys, and advisors

• You enjoy networking but also know how to systemize follow-up and reporting

• You are direct, kind, and able to balance professionalism with approachability

• You understand that this is about long-term relationships, not quick wins

Compensation

This is a performance-based role. There is no base salary. You are paid based on the value you create through referral partner relationships that turn into client engagements.

That means:

• Paid assessments and projects provide near-term income

• Full sell-side engagements and closed transactions provide long-term upside

• Earnings are based on outcomes, not effort

Who This Is Not For

• If you are looking for a list of names and a script, this isnt for you

• If you think pressuring professionals will get them to refer, you wont fit here

• If you need a steady base to feel okay, this isnt the role

Who This Is For

• You know how to create meaningful, high-value conversations with professionals

• You enjoy building referral channels that compound over time

• You want to support a deal team that closes transactions, not chase owners yourself

• You thrive on consistency, credibility, and long-term relationships

How to Apply

Tell us about your experience building referral partnerships, the kinds of professionals youve worked with, and the relationships you already have in motion.

If you know how to create referral channels that deliver real opportunities, this is your shot.