- Salary
- Up to $5
- Location
- Remote
- Workplace
- Remote
- Type
- Full-time
- Department
- Teamshares
- Seniority
- Mid
- Experience
- 2+ years
- Industry
- Finance
- Category
- Finance
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Lever
Overview
As a Transaction Associate at Teamshares, you'll sit at the top of the deal funnel, conducting outreach to sellers and M&A advisors, performing deal qualification, and completing historical financial underwriting. You'll build relationships with investment bankers and business brokers, maintain the CRM, evaluate inbound opportunities against investment criteria, and prepare deal summaries for investment committee review. This is a high-output role with direct exposure to deal flow and the SMB acquisition process, working closely with senior transaction team members who lead deals toward LOI and closing.
Description
We are seeking a Transaction Associate to join the Transactions team at Teamshares. This person will sit at the top of our deal funnel, conducting active, ongoing outreach and discovery calls with sellers and M&A advisors, performing deal qualification, and completing historical financial underwriting on opportunities.
Beyond evaluating inbound deals, this person will help grow Teamshares’ deal pipeline directly—developing and maintaining relationships with lower middle market bankers, business brokers, and professional advisors who originate our acquisition opportunities, and running structured outreach so that Teamshares stays top of mind when a qualifying business comes to market.
They will work closely with senior transaction team members who will take the lead on advancing deals toward LOI and closing.
The ideal candidate has a background in investment banking, transaction advisory, private equity, or accounting and brings strong communication skills, sharp analytical instincts, and genuine curiosity about the SMB space. This is a high-output, high-learning role with direct exposure to deal flow and the SMB acquisition process from day one.
Skills
Benefits
Languages
About Teamshares
Teamshares is a tech-enabled acquirer of high-quality businesses with $0.5 to $5 million EBITDA, operating subsidiaries with consolidated revenue over $400 million across 40+ industries and 30 states.
