Mergers and Acquisitions Sourcing Manager

Mergers and Acquisitions Sourcing Manager GreenGrowth CPAs - 1.0 Anaheim, CA Job Details $80,000 - $150,000 a year 16 hours ago Benefits Health insurance Dental insurance Vision insurance 401(k) matching Qualifications Research Bachelor's degree CRM system proficiency Outbound calling Conducting sales calls Full Job Description About Us At GreenGrowth CPAs we specialize in acquiring and integrating high-quality CPA and audit practices build a leading network of professional services firms. Our mission is preserve each practice's legacy, empower its leadership team, and deliver exceptional client value through strategic growth and operational excellence. Role Overview This is a high-velocity, deal-sourcing role at the tip of the spear of our acquisition strategy. You will be responsible for identifying proprietary deal flow and managing the front-end of the M&A funnel. You'll be running heavy outbound prospecting cold calls, targeted outreach, and persistent follow-up build pipeline from scratch. You'll also be the trusted guide for accounting firm owners who are often retirement-age, cautious, and emotionally attached their firms. Success here means balancing grit with grace: you must be comfortable with sustained activity and measurable weekly targets, and equally skilled at deep listening, empathy, and handling sensitive conversations about legacy and succession.

Location:

Mon-Thurs onsite in Irvine, CA (remote Fridays) with occasional travel client offices and industry events. Key Responsibilities Research and qualify targets thoroughly: map firm ownership, size, revenue, client mix, and trigger events that indicate retirement interest. Lead the first discovery conversations with empathy: listen for personal goals, family dynamics, legacy concerns, and timing, then translate those human details into actionable next steps.

Convert outreach into outcomes:

advance prospects through stages (qualification discovery LOI close) and own the documentation and handoff M&A and integration teams. Maintain and update CRM daily with activity, notes, next steps, and pipeline metrics; deliver a concise weekly report of activity and deal status. Maintain a robust pipeline in the CRM; deliver weekly updates on outreach, meetings, and deal status. Initiate contact via cold calls, networking events, referrals, and industry conferences. Serve as a trusted listener and advisor for accounting firm owners exploring retirement and succession. Negotiate and draft LOIs in collaboration with the CEO, focusing on win-win terms that respect the owner's legacy while protecting company interests. Represent the firm at industry events, bar associations, and referral partner meetings; sourcing leads while consistently demonstrating professionalism and empathy. Practice relentless follow-up and impeccable pipeline hygiene: persistent outreach without pressure, timely check-ins, and an organized cadence for long-timeline prospects. Meet or exceed quarterly targets for signed letters of intent and completed acquisitions.

Qualifications Education & Experience:

Bachelor's degree in Finance, Accounting, Business Administration, or related field. 3-7+ years in Private Equity business development, M&A origination, or high-end professional services. Track record of cold-calling at scale and booking meetings that convert. Organizational skills with CRM experience (HubSpot, or similar). High integrity and discretion; able discuss sensitive personal and financial matters. What We Offer Base salary plus uncapped commission and performance bonuses tal Compensation between $80,000 - $150,000 Comprehensive benefits (medical, dental, vision, 401(k) match) Partnership with the CEO on deal strategy and LOI negotiation Opportunity shape the future of a nationwide aggregation platform A front-row seat the full M&A lifecycle in a high-velocity environment Department Marketing/Sales/Business Develpment Location Anaheim, California, USA