Director of Deals

We help US citizens acquire companies between 500k and $10M enterprise value. We handle all the leg work in finding deals, vetting deals, negotiating deals, finding funding and supporting to close on deals.

We help US citizens acquire companies between 500k and $10M enterprise value. We handle all the leg work in finding deals, vetting deals, negotiating deals, finding funding and supporting to close on deals.

We're looking for a Director of Dealsto join our rapidly growing team to act as the right-hand of our Managing Partner to scale to the next level.

What you’ll own in the first 90 days:

1) Pipeline – run every touch-point from intro call to LOI; surface red flags and operational improvements.

2) Fast & lean modelling – punch out a ready for lending model for any deal in 20 minutes or less.

3) Operational heartbeat – identify operational tools to improve oversight across the deal lifecycle.

4) Deal momentum – see ≥ 1 deal through to LOI to understand the lifecycle.

You’re a Fit If:

• You have +4 years of experience in a Big 4 firm, boutique investment bank, PE firm, business brokerage or similar transaction oriented firm

• You have stepped into operations to fix a real process

• You have closed ≥ 10 transactions where you drove the process, not just deck polishing

• You have excellent written and verbal communication skills to communicate actions and next steps effectively

• You obsess over “done today > perfect tomorrow.”

Primary Responsibilities

1. Deal Partner Engagement

• Conduct 1:1 calls with partners to address concerns, advance active deals, and strengthen strategic relationships.

• Serve as the key point of contact for partner inquiries throughout the deal lifecycle.

2. Deal Review & Approvals

• Oversee and assist the Valuation Team to ensure accurate deal valuations and alignment with company standards.

• Review and approve Indications of Interest (IOIs) or Letters of Intent (LOIs) in collaboration with the Deal Structuring Analyst.

• Approve or provide LOI structure options to ensure optimal deal terms and alignment with partner objectives.

• Review or approve counters and negotiate terms to support successful deal execution.

3. Deal Packaging & SBA Process

• Review SBA deal packages prepared by the Closing team to ensure completeness and compliance.

• Personally manage SBA packaging requirements where needed to meet closing standards and timelines.

4. Deal Closing

• Lead the closing process, ensuring all documentation, compliance requirements, and partner expectations are met.

• Coordinate with internal teams and partners to facilitate smooth, timely deal closings.

5. Quality Assurance & Auditing

• Conduct regular deal audits to ensure accuracy, process adherence, and high-quality deal execution.

• Identify and address gaps or discrepancies to maintain deal integrity and compliance.

6. Cross-Departmental Collaboration

• Liaise with other departments to address operational issues and facilitate effective communication.

7. Special Projects

• Contribute to and collaborate with the Operations team by suggesting operational improvements, such as researching new tools, implementing processes, or analyzing operational data.

9. Training & Onboarding

• Contribute to the development of training materials and onboarding resources.

• Proactively seeking feedback from the department managers to improve processes.

10. Team Participation

• Attend team meetings to stay aligned on company goals, strategies, and performance metrics.

• Actively contribute ideas to improve processes, communication, and deal efficiency.

Why work with us?

• Work remotely

• Competitive base salary

• Employee profit pool access

• Earn phantom equity