Deal Origination Analyst – Broker & Owner Sourcing

🕒 September 6

🌐 United States, Canada – Remote

infoinfo

💵 $70k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛒 Procurement

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Logo of Everis

Everis

1 - 10 employees

Founded 2025

💼 Consulting

📣 Marketing

☁️ SaaS

Consulting • Marketing • SaaS

Everis is a company that acquires and operates internet apps and SaaS businesses, investing in their product, technology, and user experience for long-term growth and stewardship. They position themselves as hands-on, long-term owners who preserve brands, support founding teams, and prioritize durable improvements over quick flips. Everis seeks profitable or promising apps and SaaS products and focuses on disciplined acquisition, ongoing investment, and building a high-performance team to improve acquired businesses year after year.

📋 Description

• Research markets and companies to build the pipeline of businesses Everis may acquire • Build relationships with brokers, advisers, marketplaces, and other deal sources • Maintain regular contact and follow up consistently • Screen brokered and marketplace opportunities against Everis’s criteria • Build targeted lists of businesses and owners • Find and verify decision-maker contacts • Conduct outreach by phone, email, LinkedIn, referrals, and other relevant channels • Hold initial conversations, understand owners’ goals, and follow up over potentially long cycles • Understand each business’s operations, revenue model, customers, and defensibility • Gather high-level information on revenue, profit, growth, recurring revenue, customer concentration, owner involvement, asking price, sale motivation, and timing • Assess fit and prepare short opportunity briefs and notes • Coordinate clean handoffs to the deal team • Keep the acquisition CRM accurate, including contacts, source, stage, notes, next action, financial snippets, risks, and follow-up dates • Track outreach, responses, meetings, qualified opportunities, handoffs, and funnel progression • Provide concise weekly reporting • Use evidence and AI tools to improve research, outreach, recordkeeping, and sourcing methods

🎯 Requirements

• Candidates must be based in the United States or Canada • Availability during North American business hours • Excellent spoken and written communication • Ability to sound credible with experienced brokers and owners without finance jargon • Comfortable making cold calls, sending outbound messages, hearing no, and following up • Highly organized and reliable, with accurate notes and strong follow-through • Strong research judgment and basic financial and commercial literacy, or ability to learn quickly • High integrity and care with confidential information • Comfortable with spreadsheets, CRM systems, research databases, and AI tools • Motivated, proactive, resilient, and able to work without constant supervision • Zero to three years of professional experience • Relevant sourcing, sales, research, brokerage, consulting, or entrepreneurial experience is useful but not required

🏖️ Benefits

• Annual performance bonus of up to US$15,000 • 100% remote work from the United States or Canada • Direct exposure to founders, brokers, owners, and real acquisition opportunities • Meaningful responsibility early • Path into senior deal origination, acquisitions, or broader operating work • Opportunity to work directly on acquisition strategy • Professional growth through broader acquisition responsibilities

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