Jobs Companies SAX Advisory Group Business Development Specialist - M&A Advisory

About this Business Development Specialist - M&A Advisory role at SAX Advisory Group

SAX Advisory Group · Onsite · New York, New York, United States; United States

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

 

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.

 

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 www.SaxCa.com  

New York Pay Range
$75,000$200,000 USD
Ready to apply to SAX Advisory Group?
Apply to SAX Advisory Group

About SAX Advisory Group

 
 

Join the SAX TEAM!

Recognizing that our people are our greatest assets, SAX is committed to achieving exceptional growth opportunities for our team members. We offer industry-leading training programs and professional development initiatives, as well as an employee-centric culture, flexible work arrangements, and competitive compensation and benefits.

 

We are always looking for exceptional talent to join our bench of advisors and team members. If you are driven, results oriented and wish to be a part of a rapidly growing firm striving for excellence – we invite you to explore our career opportunities.

 

 

See all jobs at SAX Advisory Group →

Similar jobs

SA
Accounting and Auditing Associate - Entry Level (Starts in November 2027)
SAX Advisory Group
⚡ Apply early New York, New York, United Sta... Hybrid $72,000–$72,000
● New 👁 Seen ✓ Applied 6d ago
SA
Tax Manager - Business Returns
SAX Advisory Group
⚡ Apply early United States Onsite $125,000–$150,000
● New 👁 Seen ✓ Applied 1w ago
SA
Tax Senior Associate - 1040/990-PF Returns
SAX Advisory Group
⚡ Apply early United States Onsite $95,000–$110,000
● New 👁 Seen ✓ Applied 1mo ago
Future Publishing
Associate Director, Creative Strategy
Future Publishing
⚡ Apply early New York, New York, United Sta... Hybrid
● New 👁 Seen ✓ Applied 2h ago
LaBella Associates
Civil Designer
LaBella Associates
⚡ Apply early Albany, New York, United State... Onsite $70,000–$75,000
● New 👁 Seen ✓ Applied 2h ago
LawnStarter
Principal Product Manager
LawnStarter
⚡ Apply early United States · location restricted
● New 👁 Seen ✓ Applied 2h ago
Inspiroz
School Technology Specialist - NYC-NEED URGENT CONTRACTORS
Inspiroz
⚡ Apply early New York, New York, United Sta... Onsite
● New 👁 Seen ✓ Applied 3h ago
University of Mount Saint Vincent
Seton College | Teaching Assistant Professor of English
University of Mount Saint Vincent
⚡ Apply early The Bronx, New York, United St... Onsite $70,000–$75,000
● New 👁 Seen ✓ Applied 3h ago
CoCreativ
Project Manager and Designer - Industrial Color Extended
CoCreativ
⚡ Apply early New York, New York, United Sta... Onsite $85,000–$110,000
● New 👁 Seen ✓ Applied 3h ago

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at SAX Advisory Group

See all jobs at SAX Advisory Group →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free